jlspitzer ✭✭

Incorrect Portfolio Value report values. When I run the Portfolio Value report, 3 of my accounts show 'phantom' securities that are no longer in the accounts. These phantom securities do not show up in the current accounts and many have zero or negative cost basis. The result is that the portfolio report is not accurate and has an inflated value. I was told by tech support that I could manually remove these securities, but if I have to go in and manually check every account for security accuracy, the report is useless and worse gives me an inflated value of my portfolio.

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jlspitzer
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What version of Quicken are you using?
Quicken Windows Subscription

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