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.

About

Username
jlspitzer
Joined
Visits
8
Last Active
Roles
Member
Points
7
Badges
2
What version of Quicken are you using?
Quicken Windows Subscription

Activity

  • Not much happening here, yet.
Default Avatar

Howdy, Stranger!

It looks like you're new here. If you want to get involved, click one of these buttons!