So far this is what I have found wrong with the new portfolio:
1) stock quotes do not update automatically or periodically.
2) there is no news listed or option to go to charts
3) The order of the stocks is alphabetical ... I want my most important stocks on top.
4) My old columns were not retained. Customized columns do not work (at least don't with firefox) ... (stock values are all zero)
5) To get to any useful data you need to go to http://investing.quicken.com/portfolio/performance.asp?name=Your%20Portfolio and select "Todays Prices". The old link does not work.
6) Every time you refresh the page you need to select "Todays Prices" again because it does not retain you last setting as any good program would.

Please bring back the old link. https://www.quicken.com/investments/portfolio/

Hello Kathryn,
I'm happy you are happy but I'm sure by now you know Quicken has left behind many unhappy users of Quicken.com portfolio services.

Below is a slightly revised post I made to another forum before I found yours. Quicken has, I think, way out done themselves with this revision and they should take all these comments seriously.--------------------------------------------------------------------------------
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It looks like what we see now is what we get. I can surly echo all the other comments about this (upgrade?). We need the old site back.

1. What we had was a very readable one page view of all our portfolios with different views available.

2. We could also have a customize the view, and customize the placement of columns, data and securities.

3. Editing these portfolios was was very convenient and easily done on one page. It was fast and without script errors that threatened to freeze your system. The edit view for each security is however a nice touch and about the only plus on the new site.

I had to give up a weekend just to update and edit my portfolios, even if much of that time was spent fuming over why Quicken would put us through this. For what?

4. The one page editing view was also a nice snapshot of where and when we began with the portfolio and each security in it.

5. Printing out and saving all this data was quickly and easily accomplished.

These are the some of the functions and features that made the Quicken site stand out from the others. Now we have lost all that functionality. Why? What were they thinking?

I have already sent a few feedback comments to the quicken.com site but without any comment back.

Quicken HAD by far the best online portfolio management site so why did they choose to break it in favor of something much inferior, even to other sites on the web.

If something is not broken why try to fix it? If it can be improved fine but don't break what already works so well.

Also, why did they not put out a beta version prior to dumping a major revision on us without warning and do it with a take it or leave it attitude.

I am sure most users of this site are also users of Quicken financial and tax software programs.

IF QUICKEN/INTUIT DOES NOT TAKE THIS ISSUE SERIOUSLY AND PROMPTLY RESPOND TO IT MANY OF THESE CUSTOMERS WILL QUICKLY MIGRATE TO OTHER SITES AND SOFTWARE.

I for one am reluctantly starting that now, and will elevate my sentiments to the corporate level if Quicken does not promptly respond.

This issue goes to the hart of customer service and corporate attitude.

This site upgrade will give Quicken software users serious pause when it comes to upgrading to a new edition.

After this site revision I'm afraid to think what Quicken 2009 will bring. My 2006 edition will expire and I know I have to find a substitute. Perhaps the expected mass exodus from Quicken will spur developers to fill the void. Yahoo comes to mind but I'm sure there are others. Quicken could quickly flame out.

Any major revision to a web site or software ideally should allow users the time and option to transition to the new or remain with the old, at least in so far as entering, reading and editing standard data.

This site upgrade demands users to adapt and learn a new way of doing things. That would be OK if the time spent doing that resulted in a better product and better productivity.

That is not the case with this site revision. We have lost much and end up with what aypraty posted - a duplicate of what we get from broker web sites. So who needs Quicken? I am afraid the same may be true with new editions of their software. That is why I am beginning to look elsewhere.

No one has the time to go through this every couple of years and end up with an inferior product.

I can only hope Quicken quickly sees and corrects their error. They need to bring the old site back. Enhance it if needed but don't revise it and definitely don't downgrade it.

Well, for me Quicken still doenot recognize the largest international tobacco company in the world: PM. I have to update PM's price every night manually and have had to do it since it spun off of MO.

Just my 2 cents.

Rick

Ditto, most ALL the comments left here, although this is not the worst roll out in history, 2nd yes. Apparently no input from users. I can add the ability to sort column.

I was going to upgrade to 2008 version but I am looking into alternatives. Having used this software since DOS v3, it has improved slowly but the ability to not have advertisements, custom tool bars, control over PLACEHOLDERS, ( like NO), etc is making this software to much brain damage for the price or function.

Over the years I have found Intuit less than responsive to the user input. Good Luck!

The "new" Quicken Online suffers from the same type of problems we experienced in the past. Pricing for our Money Market Funds is wrong. Should be simple, they're $1.00. Not so on "improved and updated" Quicken.com.

Replies to this message

()

I agree, "Vanguard Money Market Fund" has a stable
$1.00 NAV and always has. Quicken, is showing the
yield, which as of 8/26/08 is 2.16%, instead of the NAV per share.

So today, your true total is being multiplied 2.16
times. The yield is constantly changing, consequently,your true total is never correct.

Hello
I would appreciate any help
I have been using Quicken for several years
I logged onto my online Portfolio and shock
I cannot figure out how to get the one page spread that I had before, the one showing my Portfolio with all of current day's stock and mutual fund holdings and gains and lossess for day, for year, dividends etc. on one page
I am devastated at the loss of this tool
Can someone help me?
Thank you,
Barbara

I like the old look and feel of my orginial portfolio (in quicken.com) much better than this upgrade. For one thing I can quickly glance at my total portfolio without having to open each list.

Is there anyway to go back to the old one?

Replies to this message

Beckeresq (Aug 26, 2008 4:10 pm)

In the absence of any response from Intuit, perhaps we should start a new thread "Alternatives to Quicken.com for Quicken users", exploring the easiest sites for export from Quicken. We could also have a thread "Best Software / Site alternatives to Quicken and Quicken.com".

After all, we're all looking for a software/site combination that, combined, gives us the most utility.

Kathryn wrote: "This will keep all of the issues in one place, which means we can gather and fix them a lot sooner--"

Seems there is a very simple and quick answer: Go back to the old portfolio.

There, done.

Hello All,

As you know, we have launched a new Quicken.com Investing Portfolio. The website has been totally redesigned to provide a higher level of service and to help you to manage and track your investments with powerful new tools.

We are rolling out new features over the next several weeks including Quicken portfolio export the week of Sept. 8th and asset and sector allocation in early October. Please keep checking back to experience all of the new functionality.

We also want to thank the many users that have posted their suggestions about how to improve the new website. We have heard you, and we are working to incorporate customer feedback as quickly as possible. We will be providing ongoing updates to our progress as we continue to improve the product.

We certainly understand that many users are disappointed that some features have been discontinued from the old website. We were forced to make the difficult decision to cut some features so that we could more deeply address the core task of managing investments.

We sincerely appreciate that you have chosen to use our product, and we are doing everything we can to address your needs as quickly as possible.

Sincerely,

Ben Weiss
Quicken Product Manager

Replies to this message

pambates (Aug 26, 2008 2:36 pm)

padden (Aug 26, 2008 2:41 pm)

wrihar (Aug 26, 2008 3:05 pm)

pszyd (Aug 26, 2008 7:01 pm)

gammaman (Aug 27, 2008 3:23 am)

wiliambog (Aug 27, 2008 10:14 am)

gwruss (Aug 27, 2008 1:05 pm)

jwalk742 (Aug 27, 2008 4:10 pm)

Jeeter (Aug 28, 2008 8:24 am)

Ben_Weiss (Aug 28, 2008 12:54 pm)

Ben_Weiss (Aug 28, 2008 12:59 pm)

bobbyfos (Sep 1, 2008 8:56 am)

JOEBOB413 (Sep 2, 2008 8:04 am)

djohn239 (Sep 5, 2008 12:45 pm)

Ben,
      Thank you for at least responding so that all the people who have registered their displeasure with the new Quicken.com at least feel like they are being heard.
      I would like to suggest that until the "new features" and incorporation of customer feedback is incorporated into the new Quicken.com that Intuit restores the old Quicken.com to its previous release.
      I hope someone who has any sense of reason is considering the fact that there isn't a single vote in the community discussion that which is favorable about this new release. Why would a vendor intentionally want to create an exasperating environment for its customers? It will not be long before its desktop Quicken customers give up.
       I will anticipate if something isn't done quickly to address all the same-themed complaints that there will be few users who rely on the product for investment support who will renew their licenses after they expire.
       Thanks for your thoughtful consideration in this matter.

Pam

Thanks for responding, Ben.

The single table of all investments is not a "feature", but a core function. I hope it will be reinstated.

On the subject of asset allocation, I have long wished that Quicken had the ability to accommodate more sophisticated asset classes, such as real estate, gold, commodities, emerging markets, etc. At the least, it would be nice if QW allowed me to add new classes on my own, as I allocate according to such calsses.

Where did all my account balances listings go?
I need to see the chart of ALL my portfolios. That is the one most important feature I used this site for! I need that day to day portfolio monitoring feature. Everything on one page.
All these new feature are nice, but well beyond what I need day to day.
Please give us back what we needed most. Today I am entering all my portfolios into Yahoo Financial so I can monitor them until this issue is resolved.
Last year I went from TurboTax to TaxCut because of the problems I was having and this year I may have to go to Microsoft Money from Quicken (which I have been with from the beginning) as much as that would sadden me.

Ben,

Thank you for posting your message.
I echo pambates response above ...
I am finding more things all the time that are missing from the portfolio product.
Intuit should immediately roll back to the old version before you drive away your customers.
I for one will not wait around too long to see when or if you fix the problems I have listed.
You have my email and phone number so if you want to get some candid user feedback please give me a call.

Please post which features were cut (and not coming back) and which you are working on so we can decide if I want to wait around.

I have used your product for at least 8 years and am disappointed thatt Intuit has taken these actions.

I am copying all these posts and mailing them to Brad Smith (Intuit CEO) so he can see that most (if not all) customers are dissatisfied with these changes.

Harold

Replies to this message

wrihar (Aug 28, 2008 11:41 am)

"The website has been totally redesigned to provide a higher level of service and to help you to manage and track your investments with powerful new tools."

How anyone could describe the new quicken.com website as an improvement is beyond me.

Too much time and energy devoted to Quicken's no-responsiveness. Based on the latest crapware, we've gone to Money.

Ben wrote: We certainly understand that many users are disappointed that some features have been discontinued from the old website. We were forced to make the difficult decision to cut some features so that we could more deeply address the core task of managing investments.

I appreciate the response Ben, but I'm not sure what could be more important to the core task of managing investments than being able to see all of one's investments, watchlists and their performance at a glance. And I don't understand why they had to be cut rather than added to. Rather than redesigning the site, why not just add a link or two to new features. That's a value added approach, rather than the either/or approach that's alienated so many loyal users.

Furthermore, besides the portfolio, I used the One-click scorecard and Evaluator on a regular basis. Not only is there no longer a direct link to these from the portfolio page, one of the best features of the Evaluator is gone - the numeric chart accompanying the graphs. I'd use the numbers to quickly measure detailed year-over-year performance (i.e. percentage change), which is crucial for seasonal businesses. Graphs are pretty and quick, but they are not something I'd consider a "core" to managing investments. That requires numbers. Even so, despite the reliance solely on graphs, the graphs have been made far smaller and thus more difficult to discern nuances in their data. Rather than a "less is more" approach, it seems to be a "less is less" approach.

As for the One-click Scorecard, I found my single best investment of all time searching the Strong Interest stocks of the Foolish 8 portfolio (Sun Hydraulics). The Foolish 8 is now gone.

I am a serious investor who puts a lot of time into managing them, including reading SEC filings, listening to quarterly conference calls and the like. It's serious business, so I am always looking for better ways to manage my investments. If I felt your update helped in that regard, I'd be singing your praises. Instead, I think you've put yourselves behind the 8-ball, and unless the future enhancements come quickly and are a flat-out home run, I'm afraid Quicken has made a serious tactical and strategic error. The only comfort you might be able to take is that all of us posting here feel strongly enough about what you used to have that we are taking the time to vent in hopes of its return. Please don't blow it.

Thank you.

Please see my comments in the thread "New Quicken online" How would you feel if you bought a new car, and after getting used to convenient features, then have a mechanic sneak into your garage one night and change the automatic transmission to manual and disable your radio without your knowledge or permission. You get into your car the next morning and you want to scream!

Replies to this message

gwruss (Aug 27, 2008 3:41 am)

Since I can no longer view all my portfolios in 1 view I have been entering my holdings into Yahoo.

I actually like Yahoo better since it now gives Live Updates.

Wouldn't Quicken.com be great if we had the ability to see all of our holdings together again and get Live Updates?

Gammaman

I now find I can get into the site by either address. However this new style is no where as usable as the old. I also find that the ability to get daily values historical data is not to be found. I do not and never did download or upload data. I JUST WANT TO FOLLOW MY CURRENT LISTINGS. PLEASE RETURN TO THE ORIGINAL. THIS NEW SYSTEM IS USELESS. I HAVE DATA BACK TO 1993 IN QUICKEN. CAN NOT GIVE IT UP.

Replies to this message

itglobalsecure_1 (Aug 27, 2008 6:55 am)

javatrader (Aug 28, 2008 3:04 am)

I understand your position on this.

I, too, have held my investments in Quicken since the first Quicken came out. (I used Andrew Tobias' Managing your Money before that). I have used every version of Quicken, and Quickbooks since that time whether for me, my clients, or my company.

Why does Intuit want to upset us so bad? I may feel like I am being held captive, but with Morningstar portfolio's as my "interim strategy", I am now going to look at MS Money. God, what a bother.

And, this is costing me money, because the Intuit one-screen-shows-all allowed me to make some dynamic decisions, that it is hard to do now.

Do any of you remember the Turbo Tax fiasco a few years back?. That year, Intuit decided to require each copy of TT be activated on the computer on which it was installed. It could only be installed on one computer. This change caused an uproar and the next year Intuit dropped the activation scheme. A friend of mine who was a long time TT user got so mad he moved to Tax Cut and never came back.

This quicken.com change is at least a bad and it will be interesting to see if Intuit responds like it did with TT.

That said, has anyone thought of a viable alternative? Since the portfolio page in Quicken can be exported to Excel, are there any websites where such Excel data can be imported?

For at least 10 years, I have come to totally rely on the old quicken.com to see how my investments are doing during the day and this change has made that totally useless.

How about Money? Are Money users able to upload their portfolios and view them online? If so, then Money suddenly becomes a viable alternative.

Ben
I would like to see one of those suggestions on how to improve the website. My experience with Intuit is that they listen to no one. I have been tracking my investments using Quicken.com investing portfolio for 8 years. It was the best, now it’s the worst. I would never download/upload any of my quicken data to my investing portfolio. I only download in to quicken from my brokerage account. With the money Intuit spent on the new improved website they could have given Quicken primer 2009 to everyone as a free upgrade.
Bill

I thot I had posted my displeasure to this thread already, but do not see one here. I echo the complaints about the reduced capabilities, functionality and ease of use. The worst loss in this de-improvement has been the ability to view all portfolios at one glance. No matter how many other "improvements" are introduced, they will not make up for this one loss. It is sort of like taking the eyes away from some person and then giving them a camera.

Personally, I could care less what other features and analysis tools they try to include. I have used charts and historical prices and a few other features but little analysis type stuff.

I am amused by the Quicken company buffoons who are the only ones saying what a great improvement this amputation of the most useful Quicken tools is. All it has done is simplified maintenance on the program.

No doubt, the all on one page view has been very difficult to maintain, but my suspician, as registered on another thread, is that Intuit will eventually resurrect the "Old Quicken" and offer it only thru the online service which would cost us about three times as much as our three-year versions.

If not, I wonder if they would sell that no longer used code to some entrepreneurial type person out there who could then set up a web-site with it. It might be a good investment.

I started a thread where people can post what they are migrating to as alternatives. I have begun moving my stuff to Morningstar which offers some similar views and columns and is somewhat easy to edit, especially in their beta version. However, I have not been able to display all portfolios on one page. If you are in to it (pun), they have more analysis features. Now there's someone who cares what customers want when they will put out a beta version before any major changes. Yahoo, of course, still has the ability to emulate Quicken column orders, but is a real bear to edit.

If Intuit was really interested in serving customers, they would have set up a beta version and learned quickly that it was unacceptable. The fact that they didn't, suggests that they didn't really care. This is being crammed down our throats and I suspect it will not take long to eliminate it as what comes out the other end.