I’m happy to report that the migration to the new portfolio system is complete.This new system applies to Quicken Windows 2006, 2007 and 2008.
If you want more information about this transition, or if you are experiencing any issues with the new portfolio, please post them in the thread here. This will keep all of the issues in one place, which means we can gather and fix them a lot sooner--
Thanks--
Quicken Kathryn
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New Quicken.com Investing and Quotes Download Sep 02, 2008 12:49 pm
This post is about: Quicken Deluxe 2006
Is the problem that Quicken is now supplying the data where before it had been coming from Yahoo? I suspect Quicken is trying to develop its own database. Yahoo was extremely reliable. So far the new data is a dud.
Everything with NetStock updates seems to working as expected, except I cannot get the Dow, S&P or Nasdaq to update using NetStock symbols. Any idea how to update the exchanges?
You must edit the "prices.txt" file and change the symbols NetStock uses to the symbols Quicken uses.
For example, DJI for Dow Jones Industrial.
Open your security list for the symbols used in Quicken.
You must edit the "prices.txt" file and change the symbols NetStock uses to the symbols Quicken uses. For example, DJI for Dow Jones Industrial. Open your security list for the symbols used in Quicken. Press CTR+Y.
I used the symbols for the exchanges as listed in Quicken, but NetStock did not recognize them and assign a quote price.
Update on New Quicken.com Investing and Quotes Download Sep 02, 2008 01:49 pm
Hello,
First of all, I want to thank everyone in the Quicken community who has been pointing out issues with the new Quicken.com Investing Portfolio and quotes. We sincerely regret the problems that our customers have faced, and we are doing everything we can to address those issues as quickly as possible. This message is to provide an update on the status of those initiatives.
Quotes
Many users have reported problems with specific historic quotes. We have some good leads, and we are optimistic that we should have a fix in the next 1-2 days. We consider this our #1 priority.
Separately, some users have reported that Class A and B stock, and preferred stock is either not downloading or downloading incorrectly. We are currently investigating. We believe this is likely the result of a formatting issue. We will provide more detail as we progress.
Website enhancements
The top user request has been a single comprehensive view of all portfolios. We are targeting having the feature enhance released by early October – and we are hoping to release even sooner.
Portfolio Export
Due to prioritizing historical quotes issues, we are targeting releasing Portfolio Export the week of September 15 – but we hope to have it earlier than that if we make solid progress. We are conducting extensive testing to ensure a high quality product release.
Again, I would like to thank our many users who have been patient with the issues we have encountered. Let me reiterate that we are listening to everyone’s feedback and trying to address all of the issues as quickly as possible. Please do not hesitate to let us know any additional suggestions or feedback.
Update on New Quicken.com Investing and Quotes Download Sep 02, 2008 01:57 pm
This is hardly an adequate description of the Quotes problems and other problems specific to QK 2009.
There is no appology of any kind for releasing software that is not finished (QK 2009) and the new Quotes processing which is a seperate process without adequate testing.
So it is not possible to take your comments seriously. Quicken have alot to do with the user base to rebuild credibility, let along to fix the Quotes tool, and the Desktop software problems.
The blurb on the support site is another lie from Quicken where it claims that deleteing the prices and redownloading the quotes will solve the problem. Absolutely untrue. Over the last several days, I have never gotten a correct Quote download. This all starting with an empty .QPH file.
- Bill, Quicken 2009, Vista Home Premium SP1, Dell Inspiron-8600 2.0GB Memory, 1.6 Mhz Processor
Update on New Quicken.com Investing and Quotes Download Sep 02, 2008 02:52 pm
This post is about: Quicken Home & Business 2008
Ben,
I am quite perturbed that your priority list does not include just getting the new product to work. The second portfolio in my list of portfolios does not display either a chart or holdings. Once I try to display this portfolio none of the others display either.
I also very amused this evening when my overall portfolio total decreased by about $100,000, all the days's changes were negative yet my daily increase displays at a positive $167,000.
That has nothing to do with any data feeds but merely cra..y programming.
New Quicken.com Investing and Quotes Download Sep 02, 2008 03:03 pm
This post is about: Quicken Deluxe 2007
An easier way to do this is to change the symbol in Quicken, otherwise you have to edit the PRICES.TXT file each time you save a new copy. The symbols I've provided below are the ones that Yahoo uses and these are the ones that you'll want to add to NetStock to look up for you.
When you change the symbol in Quicken you'll have the option to copy all the previous quotes - which you'll want to do.
When Intuit finally fixes the quote problems you can change the symbols in Quicken back.
Symbols:
Dow Jones 20 Transportation ^DJT
Dow Jones Industrials ^DJI
NASDAQ Composite ^IXIC
Russell 2000 ^RUT
S&P 500 Index ^GSPC
New Quicken.com Investing and Quotes Download Sep 02, 2008 03:52 pm
This post is about: Quicken Premier 2006
The prices for September 2, 2008 are correct. Unfortunately, They are the same prices for September 1 resulting in no price change for September 2nd. Additionally, the prices for the prior week are totally incorrect. When will the price history for stocks be corrected?
New Quicken.com Investing and Quotes Download Sep 02, 2008 03:54 pm
This post is about: Quicken Deluxe 2006
Whenever I download Quotes, the quotes from 8/25 to current date get overwritten with bad quotes. I manually correct and next day I update quotes it imports bad date again. Is anyone else having this problem.
New Quicken.com Investing and Quotes Download Sep 02, 2008 03:58 pm
This post is about: Quicken Deluxe 2006
I think that when you update the quotes it downloads the current date and 4 days earlier, so if you correct something and do a download your corrections are over written.
Add a new ticker to your porfolio and do a download (of the one item only) and then look at the price history, you sell 5 days populated.
So until we have assurance that Quicken has really fixed this, you are sort of wasting your time to do correct prices if you then do an updated/download from my vantage point
New Quicken.com Investing and Quotes Download Sep 02, 2008 04:09 pm
This post is about: Quicken Premier 2008
Since installing QFW 2009,I am having problems with the historical prices being screwed up. This results in totally erroneous gains and losses. If this cannot be straightened out in short order, I would like my money back. I advise anyone who has not yet upgraded not to do so.
New Quicken.com Investing and Quotes Download Sep 02, 2008 04:18 pm
This post is about: Quicken Deluxe 2006
How do I delete a position? I entered a transaction to sell all my shares. However, the position still shows up as having zero shares. I don't want to see the position once it's gone! I also tried to delete the buy and sell transactions but that didn't work either.
New Quicken.com Investing and Quotes Download Sep 02, 2008 04:25 pm
This post is about: Quicken Premier 2006
For the past ten days, the daily change of my individual stocks from my portfolio have been quite erratic. It ranges from 112 to 1400% from the previous day. I have manually changed the previous day's portfolio to the correct close as of yesterday, hoping that the system will correct itself, but the system goes back and restores the previous day to the same erroneous quotes. I have then let the wrong quotes continue hoping that in a day or two it will correct itself, but that does not work either. Because I rely on Quicken exclusively to make my tax and investment decisions, this experience is quite disturbing, particularly when I have used Quicken since its inception and have never experienced this type of problem before. Please let me know what I should do. Thanks.
New Quicken.com Investing and Quotes Download Sep 02, 2008 04:36 pm
This post is about: Quicken Premier 2008
Hi JPG,
Thanks for the data. This is what I am seeing as well with my test. Our engineer spent some time reading your report and is using it to get further in the investigation.
I don't know if anyone told you how to rebuild the quotes from transactions, but you can.
Go to the register where you want to rebuild the prices from. Put focus into the data filed. Press and hold the ctrl key down. Then press the letter z. It will ask you if you want to recalculate all transactions. Choosing yes will cause Quicken to do two things.
1. Check all of your lots for links and repair any that are off.
2. Add the missing prices to the price history list from the transactions.
Note: I suggest trying on a backup first so that you can see what lots might have an issue and fix them first if you have any specifically identified lots.
New Quicken.com Investing and Quotes Download Sep 02, 2008 05:39 pm
This post is about: Quicken Deluxe 2006
Quote-scrambling has been going on for over 10 days now. No relief in sight. All responses from Intuit have been nonresponsive. They just don't get it.
Folks - what are the alternatives to Quicken? I have used it since inception, and dutifully upgraded (almost) annually. I am rethinking my slavish loyalty.
Update on New Quicken.com Investing and Quotes Download Sep 02, 2008 06:32 pm
This post is about: Quicken Deluxe 2006
Ben,
I've been a Quicken user since 1992, and this quotes problem is a definite low point. I've finally gotten annoyed enough to spend a few minutes to help you out.
I've attached a copy of the download of my quotes as of Sep 02. The last 5 days quotes are incorrect for nearly all of the mutual funds and stocks that I download. The detailed quote for the current day is correct. This same trend occurred with the Aug 29 download.
Here is a snippet of the quote data for Apple. You can see that the quote as of Sep 2, 4:16 pm is 166.19, but the aux daily quote for Sep 2, is 7.85.
Quotes
Many users have reported problems with specific historic quotes.
Hey, Ben, happy to see that this is your top priority, but your statement of the problem with historical prices is not correct. If you read the messages posted here, you will note that the problem relates to corrupt price histories for virtually all stocks. This is not isolated to a few, specific historic quotes, as your comment suggests. In fact, in looking at several hundred stocks in my portfolio, I didn't find one with a correct price history for all dates after 8/21.
What is worse, when a download of current quotes is performed, correct historic data is being replaced with corrupt, incorrect information. As a result many users who have taken the time to remove incorrect historical prices from their qph files are seeing their hard work undone when they subsequently perform a "download quotes" operation.
It will be very difficult for you and your team to come up with a reliable solution, if you don't understand, or if you understate, the extent of the problem.
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