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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 -
Re: roi year to date calculation
Quicken has several similarly-named performance measures, so we must be careful to use the exact names. Unless noted below, I will use the names of the columns in the Investing > Portfolio views A…1
