I think I would have three different steps before updating:

1. Move all your portfolios to a different portfolio tracker.
2. Resign yourself to idea that Quicken has killed itself.
3. Having familiarized yourself with your new tracker to where you feel comfortable with it, uninstall Quicking and delete any other fragments.

Actually, I had a discussion going here about alternate portfolio trackers, However, they have attempted to hide it in Community Discussions where nobody ever goes.

On Tuesday, I mailed a hard copy of this blog to Brad Smith (Intuit CEO) to see if he can intervene and change direction of the portfolio team. I have not heard back from him yet. I am hopeful he can get this straightened out... if not I will need to do take Dmarshall's advice.

Many users have indicated that a single portfolio view of all holdings is a critical feature. We absolutely agree, and we are working to expedite this feature as soon as possible. We do not yet have a target date, but I will update the community as soon as we have a solid time line.

Thanks again for everyone's feedback. We appreciate your contribution.

Replies to this message

bbumbarger (Aug 28, 2008 1:34 pm)

I want to let the community know that there continue to be some limited issues with users receiving historical quote data feeds. We are aware of these issues and are continuing to address them. I will update the commmunity when we have a firm timeline for the fixes.

Replies to this message

drth (Aug 28, 2008 1:21 pm)

Bill_G (Aug 28, 2008 1:43 pm)

coallaw (Aug 28, 2008 4:40 pm)

Ben, I'm sure you are a good, well meaning guy trying to do your best in a very difficult situation. Never the less you should get yourself out of the denial phase. Meaning:

1. There is NO higher level of service.

2. Any functionality will definitely be new because now there is very little. Everything that made Quicken stand out has been removed. READ the all posts here.

3. Thanking us for our suggestions and saying Quicken has heard us does not sound real. If they were working to incorporate customer feedback as quickly as possible they would be up front and state EXACTLY what their plan is. They should have done that BEFORE this revision and no one expects them to do that now.

4. You say Quicken was FORCED to cut SOME? features so that they could more deeply address the core task of managing investments. We are telling you what we need--exactly what Quicken decided we don't need.

They are not listening to us and we find their attitude from the beginning very arrogant.

A change in attitude would be very refreshing. We hope but at this point their silence is telling us not to expect it.

What we need is for the old site, with all its features, real functionality, and ease of use to be restored so we can get back to the "core task of managing our investments".

Trust us when we say that many customers have already left. I know 2 who won't even bother with these forums to complain. The rest are actively looking at alternatives and have at least by now put their portfolios on other sites.

This should be a serious issue for Quicken/Intuit but it appears they have a plan that doesn't include us. That plan better include a plan to acquire a whole new customer base who are new to Quicken.

So Ben, if you really want to help us, and help Quicken, you could start elevating this sorry situation to the corporate level.

With no DEFINITIVE word from Quicken posted on their site clearly stating their full intentions we will all be abandoning Quicken like the sinking ship it is.

Thank you for your time and interest.

Replies to this message

Quicken Jim (Aug 28, 2008 1:41 pm)

Capt36 (Sep 5, 2008 5:25 am)

This actually applies to 2009 - Just upgraded yesterday and maybe wish that I had not. The historical prices are so screwed up that the portfolio section is essentially worthless. I have sent this to support a couple of different ways but silence thus far.

With all due respect to Ben, the issues in my case do not appear "limited". They are pretty wide-spread and blatent. Also found significant bugs in the 2009 product with matching of downloaded transactions.

Looks like a prematurely released product.

Ben:

Thanks for joining the discussion. I am pleased to learn Intuit recognizes the IMPORTANCE OF THE SINGLE PAGE VIEW.

OF EQUAL IMPORTANCE IS THE TYPES AND NUMBER OF HEADINGS AVAILABLE IN THE CUSTOMIZATION FEATURE. A limit of 7 customizable columns is not practical. Furthermore MANY of the IMPORTANT headings formerly available for customization are no longer available.

Since Quicken "upgraded" the on-line portfolio, I have begun using both Yahoo Finance and Morningstar Portfolio. Both Yahoo and Morningstar feature a meaningful and a sufficient number of customizable features, which are no longer available with the Quicken on-line portfolio. I like Morningstar the best and will be using it until Quicken improves the recent upgrade.

Quicken had the best on-line portfolio before the upgrade; now, IMHO, you have the worst. I hope Intuit will improve the recent upgrade...my preference is to use the Quicken on-line portfolio - BUT NOT IN THE CURRENT FORMAT.

The core issue we are trying to address with the move is to have a maintainable, reliable platform we can build off of. The old quicken.com site was just that, old, a decade old. We were in a situation where we could not move forward on that platform, or provide the reliable service you should expect.

There were more issues with quotes and portfolio outages than anyone would have liked, but continuing to maintain that old platform was not an option. When we went out to look at alternatives, I think we were as shocked as anyone that the nearly decade old quicken.com portfolio was still ahead of many competitors in features.

We are now on a platform that we can build off of, and off of a platform that was unreliable. The current new quicken.com is the first step towards improved investment functionality. The team is working hard to improve the service and add functionality.

-Jim
Quicken Group Product Manager

Replies to this message

bbumbarger (Aug 28, 2008 1:49 pm)

pambates (Aug 28, 2008 6:20 pm)

aprest (Sep 1, 2008 11:53 am)

Ben,

This is HARDLY a limyted problem, but a serious error on the part of Quicken and it's suppliers, and needs to be fixed NOW. IT has corrupted by peortfolio and it's performance numbers. It is NOT a hoistrical Quotes problem, but a problem with the the daily quotes (Which are downloading incorrect information for the days prior to today!

Hi,

Can you give me a list of your ticker symbols so that I can get the engineers to check out what happened? This will be very helpful troubleshooting this.

Thanks

Dale

Replies to this message

billthale (Aug 28, 2008 2:17 pm)

panchorob (Aug 28, 2008 2:22 pm)

michaelhoover (Aug 28, 2008 3:03 pm)

travellerva (Aug 28, 2008 3:54 pm)

whaisler (Aug 28, 2008 5:26 pm)

whaisler (Aug 28, 2008 5:30 pm)

LawrenceW (Aug 28, 2008 5:31 pm)

pambates (Aug 28, 2008 6:22 pm)

JPG (Aug 28, 2008 8:55 pm)

slkleinman (Aug 29, 2008 6:31 am)

Bill_G (Aug 29, 2008 6:48 am)

DenisB (Aug 29, 2008 2:46 pm)

JimZ (Aug 29, 2008 4:15 pm)

JimZ (Aug 29, 2008 6:12 pm)

PeteKI (Sep 3, 2008 3:46 pm)

Quicken Jim:

Thanks for your input. It is the first logical explanation form Intuit, I have heard on the matter. I appreciate your frankness.

However, you input does fall short in one area. As you can see among all the negative posts regarding the new upgrade, there seems to be a consensus of what old features are sorely missed.

I would appreciate your frank assessment of which of the “missing” features are doable with the new platform and which features are "LOST" for the foreseeable future.

Replies to this message

Quicken Jim (Aug 28, 2008 2:01 pm)

The feature that I think is the leading critcal item is all portolios in one place, that is coming back, Ben said we are targeting end of Sep. Since the value of Quicken is a single look at all of your finances in once place, it's the most logical feature.

The other side of this move is the potential for new features, what would you like to see (don't say the old site 8-)) We are now in a position where we can add functionality, we couldn't on the old platform, it had remained virtually untouched for the past 7 years.

Replies to this message

bbumbarger (Aug 28, 2008 2:23 pm)

jwalk742 (Aug 28, 2008 4:39 pm)

pszyd (Aug 28, 2008 6:19 pm)

pambates (Aug 28, 2008 6:25 pm)

My portfolio is downloading the following quotes wrong:

PWE - Penn West Energy Trust
PCG - PG&E
ERF - Enerplus Trust

This is my small portfolio, I'm afraid of updating the larger one as I don't have time to fix all the price errors I was receiving.

Here are some of the symbols that I have that are confusing the little darling:

AMZM
AVB
AVP
BAC
BUD
CCL
CBS A
CX
CNK
CDL
C
CPRT
EBAY
F
GD
GE
GM
ING
IBM
JNJ

All of these give ungodly change, except for CBS A, that it can't find at all (I have tried it as just CBS, as well as CBS.A, still can't find it.)

Replies to this message

Dale_Knievel (Aug 28, 2008 2:43 pm)

Quicken Jim:

I would like to see as many as possible of the customizable column headings available in the previous format. Also it would be nice to be able to create multiple (at least more than just one) customizable pages/views.

BTW, your willingness to join the discussions and provide meaningful feedback and an "ear" for solutions is appreciated. I hope this is the beginning of a new trend on Intuit's part. It will always serve you well to "keep a finger on the pulse of your customers" so don’t be a stranger.

I attended an Intuit conference this spring (for their onlne banking subsidiary) and every session focused on "Design for Delight" and the customer experience. I spent three days being told that Intuit listened carefully to its customers, even following them home to see how they interact with the products.

Clearly, there is a huge disconnect between what they say and what they do. This "upgrade" is a prime example of a pain point in the customer experience.

Let's run through it...

The first indicator anything was changing was a screen message saying that an upgrade was underway and would be completed the week of August 18. No indication of what was changing. No link to more info.

Then they rolled out something that apparently no one wants. The one feature everyone is missing is the multiple portfolio view on one page. How could Intuit NOT have known this was the most important feature? Who did they ask about functionality before wiping out the most important feature?

Whoever was the project manager for this rollout should probably ask the Intuit management team to tell you about how to "Design for Delight."

I was able to duplicate the incorrect quotes. Interestingly enough sometimes they did download incorrectly and another time they downloaded correctly. Working with engineers to understand this.

You might try to delete and download again. I found that sometimes the were incorrect while other times they were correct.

Update to come.

Dale

Replies to this message

gmalis1 (Aug 28, 2008 3:06 pm)

panchorob (Aug 28, 2008 3:42 pm)

Bill_G (Aug 28, 2008 4:37 pm)

Dale_Knievel (Aug 29, 2008 11:22 am)

gammaman (Aug 29, 2008 6:00 pm)

ricktgolf (Aug 30, 2008 11:29 am)

The securities that I have that are wrong for the past four days are:
PNC;
MATK
GE
FCEL
CEG
PBI
PRRXX
PRSGX
TMDXX
MDXBX
It appears todays quotations are correct. I deleted the previous four days data for all of these securities.
Just get a better quotation service?
This is about Quicken 2009 Deluxe

Here are some more ticker symbols with incorrect price quote history:

VHCOX, VDIGX, VEMAX, VHEGX, VQNPX, VIGRX, VGHAX, VEIEX, VGHCX, VINEX.

Congratulations, although not 100% of my portfolio, you managed to screw up at least 90% of it.

Another fine job by Quicken and their "ace" programmers. 

Pathetic!

Replies to this message

gmalis1 (Aug 28, 2008 3:30 pm)

Until Quicken can assure me that it has RELIABLE downloading of quotes, I am sick and tired of editing my price history every day weeding out bad historical prices.

I am back to downloading quotes via NetStock and importing them into Quicken.

This is what we pay Quicken for?  I have to use an outside price quote source?

Ridiculous, isnt' it?

This message relates to Quicken H&B 2009. The portfolio downloads are way out of line, there is something wrong with the calculations!! Today, see attachment, the DJ increase +11.312 and look at AT&T, Verizon, and consolidated energy. Don't I wish they would climb like that. The quotes are transfering correctly, but the calculations are way out in left field. How could a program get by beta with that kind of error. MS Money isn't even going to issue and update this year so why hurry, get IT RIGHT!

Now that the mutual funds quotes are trickling in, here are more symbols that come in messed up:

UNACX
UNCMX
WDVAX
UNECX
UNSAX
WVAAX
UNVGX
UNHHX
UNHIX
UMUHX
UNCGX
UNASX
WEGAX
UNSCX
WMGAX
IVSAX
IVMAX
IGNAX
IRSAX

Dale:

Here is my list of bad historical quotes and some things I have discovered.

The following securities give bad downloaded historical quotes for all dates from August 21 onwards. Interestingly, they seem to give the correct quotes for the current day (until tomorrow). DWSN, BNI, ENER, BHP, MTR, D, HURC, JLL, AMX, AAPL, KO, AMSC, GSH, VTIV, MGT, MO, BLU, KNOL, HXL, ESLR, UYG, GW, DOW, KMP and the indexes COMPX and INX. Some of the securities which are not corrupted are X, PCL, UN, HSC, PCU and there are others. Yesterday, the list of corrupted securities included many mutual funds, such as DODGX, GFAFX but I note that as of 6 pm EDT today, mutual funds have not been updated. Usually, those updates are ready by 6 pm.

I ran an experiment with BLU, which had corrupted historical quotes. I deleted the bad quotes of Aug-21 through Aug-27 and then ran a Historical Quote - just on BLU, but not on any other securities. The Aug-21 etc. quote came back ok. I then deleted them again and ran a Historical Quote download on ALL securities. This time, BLU got corrupted again.

Yesterday, I deleted bad historical quotes from many other securities and corrected them by doing single downloads. They all went bad again today.

Hope this data helps you arrive at a quick solution...

Replies to this message

gmalis1 (Aug 28, 2008 4:00 pm)

I threw in the towel and started importing stock and mutual fund prices via NetStock into Quicken.

Until I can get assurances from Quicken that this latest debacle is over, I have no use for deleting bad historical prices.  It expends too much energy, not to mention the rise in blood pressure as I learn to hate Intuit more and more.

These ticker symbols reflects abnormal prices;
ISG,BX,BK,ARLP, ADM, CHN, CS, EMC, ISG, EWZ UYG,SGP, NZT, MTU, AMD, AMT, AMAT, CHTR, XOM, HD, IBM, ORCL, RIO, MSJ.

Please revise the quotation as of 8/20/08

I am a Q. user for more than 20 years

Regards,

Gus