Re: Investment Portfolio Report Broken?

tHANKS FOR REPLY

I am talking about:

Reports Menu
Investing/Potfolia Value

The report that comes up always showed actual current holdings as
porfolio value

It is now showing all ever owned lots instead of the expected current
holdings

Not talking about portfolio tab, this is strictly the reports section.
I was told on regular forums it was a known issue BUT I only see a few
posts and no eveidence it is being fixed as a big issue for me.



>On 05/19/24 2:03 PM, [email protected] wrote:
>
>> I need to send out to various people 
>> Investment Portfolio Value Reports
>
>I'm assuming you're referring to the report that can
>be generated from the Investing > Portfolio screen
>
>> I am not sure which version destroyed the report  > BUT now it shows closed securities which makes > the report worthless.
>
>I don't think there is anything wrong with the report.
>
>> Anyone know the last version the report worked on so I  > can use that to get the reports
>
>> or any way to filter out the not currently held
>> securities?
>
>To filter out closed lots, click the "Options" gear-wheel
>icon in the upper right of the Portfolio display and uncheck
>"Show closed lots".
>
>That option has been in Quicken since at least Q2004 -
>for twenty years at least.
>
>It does appear that some new releases of Quicken have altered
>settings in Quicken, something that should not happen.
>But it does not seem to happen to everyone: I'm using R565.9
>and my Portfolio closed lot option has never been changed by
>any new release.