Portfolio view


S

Steve

Using 2004 Premier. Portfolio View would be a lot more useful without
all the N/A entries under Avg Annual Return, and all the incorrect
Amount Invested entries. Sigh.
 
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F

Fred Smith

Yes, that's true. But this has been in Quicken for a long time.

Your best bet is to run a report.
 
S

Steve

Yes, that's true. But this has been in Quicken for a long time.
Your best bet is to run a report.
Thanks, any idea why Intuit can't seem to get this right?
(Incidentally, the report's "amount invested" is also incorrect)
 
T

The Michael

Thanks, any idea why Intuit can't seem to get this right?
(Incidentally, the report's "amount invested" is also incorrect)
Perhaps you have some Div + Buy that should be ReinDiv.
 
S

Steve

The Michael said:
Perhaps you have some Div + Buy that should be ReinDiv.
Nah, it's a brokerage transfer that Intuit stupidly treats as an
investment event.
 
D

delr

In Quicken2001 it takes a couple of minutes for my portfolio
view to appear. Does anyone know if Q2004 is any faster?
 
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S

Steve

delr said:
In Quicken2001 it takes a couple of minutes for my portfolio
view to appear. Does anyone know if Q2004 is any faster?
Using 2004 Premier, it takes maybe 1 second. I suspect this may be a
system issue for you, not just a Q problem.
 
J

John Pollard

Steve said:
Using 2004 Premier, it takes maybe 1 second. I suspect this
may be a system issue for you, not just a Q problem.
It might also have to do with many Investment transactions,
and/or a very large price history file, I think.
 
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S

Steve

John Pollard said:
It might also have to do with many Investment transactions,
and/or a very large price history file, I think.
Dunno, my QDF file is 12MB, including more than 15 years of investment
transactions. The QPH file is about 500K, not sure whether that's
small or large...
 

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