Re: Investment Portfolio Report Broken?

Actually, I managed to get a higher up to call me and they said it is
a known issue they are working on.

Not sure if it effects everyone BUT I have 4 data files that all have
the bug.

Anyway, thanks for replying.
>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.