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

Eventually, the Q engineers are going to figure out the the server's index files keep corrupting themselves. Why else would the quotes sometimes be right and sometimes be wrong. There appear to b problems with the symbols being indexed to the right exchanges. Try DPS

It would be nice if one could easily delete quites, but it is either everthing (QPH file), or one at a time.
Given 250 Securities and 5 days of junk.......

Replies to this message

NoWayJose (Aug 28, 2008 4:40 pm)

It is getting worse, not better

Jim, I would like to see back, the ability to sort the columns. It was quite a while ago, but that feature was there, then it was taken away. Would be great to get back as we can compare how well our mutual funds or stocks are performing in the portfolio compared to one another.When can we have the update feature fixed?

Thanks,

Replies to this message

Quicken Jim (Aug 28, 2008 11:26 pm)

"It would be nice if one could easily delete quites, but it is either everthing (QPH file), or one at a time."

Not true.

Were you asking a question?

Replies to this message

coallaw (Aug 28, 2008 4:42 pm)