RickDetroit ✭✭

I know what you mean. I could benefit from that type of expanded list of asset classes too. The thing that I found weird in the Quicken Morningstar tool was that it DID somehow pick up my non-investe…

I know this thread is one year old, but I have the EXACT same problem that Donald Range posted. Individual bonds and brokered cd's ARE omitted from these calculations in Portfolio X-ray. Oddly, thoug…