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Re: R 64.19: improved portfolio x-ray not working
Any limit should be for selected accounts and securities with ticker symbols and nonzero share balances, which should be the only ones that Quicken sends to Morningstar. I think if the user selects m…1 -
Re: zzz-Fidelity Updates
Today I bit the bullet and accepted the prompt to reauthorize my Fidelity accounts. Here are some tips for a successful transition. Some of these have been covered earlier or may seem obvious, but I …4 -
Re: What’s Going On Between Fidelity and Quicken?
@AgBrewer97 You don't lose the X-Ray but the "improved" version in R64.25 shows less information than earlier versions and has other issues. See this discussion https://community.quick…1 -
Re: Why is the 'stock intersection' limited to 50 holdings?
The X-Ray and Stock Intersection are basically stripped-down versions of what Morningstar provides for their paid subscribers. The paid version of the Stock Intersection includes the top 50 holdings …1 -
Re: Security Comparison Mismatch reported incorrectly
If you make a mistake on the first download of a renames security, you will end up with a mismatched security as you have seen. To clear mismatches: Go to Tools > Security List, find the mismatche…1
