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 03, 2008 05:16 pm
This post is about: Quicken Home & Business 2007
I was very happy with my Quicken On-line Portfolio. I was switched to this new, beta Quicken Investing which does not work well at all. My portfolios are not being updated from my Quicken, Some of those stocks that are updated are coming back quibberish. There is essentially no correlation between my portfolio in Quicken and this online portfolio.
Currently the portfolio is not listing my individual stocks. This seems to come and go.
The bottom line is that I do not know how you could switch someone to this obviously incomplete and "not ready for prime time" program.
New Quicken.com Investing and Quotes Download Sep 03, 2008 05:46 pm
This post is about: Quicken Deluxe 2005
As of 9:30pm EST on 9/3 the quote situation is back to "really messed up" state. Huge swings in "day gains/losses" that exceed portfolio value.
Quicken has a big problem.
They will fix it.
Note that "todays price" is likely accurate.
The "one step update" also updates the pevious 4-5 days prices and, right now, prior day prices are really messed up.
Hi Bill, I want to be sure I understand the problem right. You own bonds in a brokerage account (Some FI) and are downloading transaction data each day or so. The bond price is not being populated to the price history list for your bond. Is this correct? Thanks,
Dale
(Actually Quicken Premier 2009)
Dale,
I am having the same problem. Since updating to Quicken 2009, bond prices are not being populated to the price history when I download daily transactions from my brokerage accounts.
Actually 2009, but not slection for that. Please. please turn off quotes until fixed. Every haywire download destroys hours of removing erroneous quotes.
Suggest you make a backup copy of your qph file before you download quotes or historical prices. Then, if the download is bad (as it has been since 8/21), you can delete the corrupt qph file and restore the copy you made. You won't need to remove erroneous information.
New Quicken.com Investing and Quotes Download Sep 03, 2008 06:26 pm
This post is about: Quicken Home & Business 2007
Nothing has changed. All the same problems with downloads. Still fails to find some securities. Am a 10+ year Quicken and Quickbooks user. This issue and the inability to resolve it in a timely manner has greatly shaken my confidence in the product.
New Quicken.com Investing and Quotes Download Sep 03, 2008 08:40 pm
This post is about: Quicken Online
My situation is similar to djohn239. I was very pleased with the online Portfolio. The new BETA or repaired version of online Portfolio is terrible. Is it possible to have the previous version, maybe as option? Can anything be done about this? HELP!!!!
New Quicken.com Investing and Quotes Download Sep 04, 2008 02:12 am
This post is about: Quicken Deluxe 2007
I'm still getting this when trying to set new alerts from Quicken.
I thought this was supposed to be fixed on 9/3, even though the message say 8/18 (which Quicken said they couldn't fix because some server was down).
Does anyone know when Customize Alert from Quicken will be working again?
Customize Alerts
This feature is temporarily
unavailable due to a planned Quicken.com site upgrade.
We
expect the upgrade to be completed the week of August 18. Until then, you may
continue to view your data, but you will not be able to make changes until the
upgrade is completed.
New Quicken.com Investing and Quotes Download Sep 04, 2008 03:57 am
This post is about: Quicken Home & Business 2007
The system is complete? Are you kidding me?
Ever since the upgrade was begun on or around Aug 18th the portfolio view has been screwed up. One of my portfolio's actually show a value of over $180,000 more than what it truly is.
I have made sure to get up to date quotes through my Quicken software but when I export the information to the new Quicken.com site, it shows completely wrong info. It doesnt even show my holdings in Walmart (WMT)
Until yesterday it was showing at least the investment holdings and daily changes but as of yesterday even that is gone.
I am so glad that the entire community was elected to be your beta testers. Is your next step going to be to ask us all to stick a pencil in our eye, just for your entertainment?
New Quicken.com Investing and Quotes Download Sep 04, 2008 04:05 am
This post is about: Quicken Deluxe 2007
Regarding loosing money... Who knows !
Basically, I am in the dark for the last week. I believe that I have missed some opportunities, but probably have not lost any money... but the problem is who knows. I don't have the data !!!
My portfolio is too extensive to track manually..
- it took me 45 minutes last night to manually update all of my prices... but I cant look at a trend for the past week
I depend on Quicken as the key tool in my personal financial management. My friends tell me I am way too obsesive... but Quicken has made me this way !!
It is more than just a record keeping tool. If I cant use the features I have grown to depend on, I have to begin looking elsewhere. Does anybody have experience with MS Money?
I am trying to be patient.
What is the update today? What is the plan ? Can you give us a date of the fix?
To me, patching in different files, importing different files, etc from some 3rd party is not the answer. I need the program to work like it supposed to!
New Quicken.com Investing and Quotes Download Sep 04, 2008 04:43 am
This post is about: Quicken Premier 2006
Dale,
While you are passing on comments to the engineers, I would appreciate your looking into a longstanding problem. On days when thinly traded securities have zero volume Quicken assign a zero market value. This really skews portfolio values for that day.
New Quicken.com Investing and Quotes Download Sep 04, 2008 05:07 am
This post is about: Quicken Deluxe 2007
Here's a reply from Quicken support regarding Customize Price Alerts feature in Quicken. Apparently all the broken features will be fixed in Sep/Oct timeframe now. Project drift? Also, if I understand correctly from below, it appears they are going to bring back the one screen view of the Portfolio. Is that the way you read it? Quicken's support responses are so ambiguous.
"I sincerely apologize for the inconvenience caused to you.
I
would like to inform you that the ability to view the entire Portfolio
will be coming soon. Also the tools that are missing will be available
in Sept/Oct timeframe .
New Quicken.com Investing and Quotes Download Sep 04, 2008 05:23 am
This post is about: Quicken Premier 2006
I ran a one-step update this morning and the stock prices appear correct back to 8/21.
I had the same garbage that others reported since 8/21. A few days ago I deleted the garbage for about 50 securities and ran a "download historical prices" which repopulated the days with good data. However, after running a "download quotes" the garbage was back.
So, the fact that this mornings data appears to be good is a good sign. Anyone else have good news ?
New Quicken.com Investing and Quotes Download Sep 04, 2008 05:55 am
I just tried One Step Update and it would appear that my historical prices are populated appropriately the prices loaded for all of last week and closing prices are correct (match what I manually entered last evening).
Yea for now.
Has anybody else found this to be true? I have to head off to work soon, just curious if it fixed or if it is a fluke.
If it is fixed, congratulations !!! If not, please post an update.