Re: Investment Portfolio Report Broken?

I actually found the source of the problem and reported it to them.
(I can recreate in new test file easily)

It is incorrectly listing closed lots of all Short sales that were
covered.

I guess thats why not widely reported as most people dont do many
short sales and use that report.

Thanks again.


>On 05/20/24 1:45 PM, [email protected] wrote:
>> tHANKS FOR REPLY
>> 
>> I am talking about:
>> 
>> Reports Menu
>> Investing/Potfolia Value
>
>Sorry, I forgot that Quicken added the Show Lots button to that report.
>
>> The report that comes up always showed actual current holdings as
>> porfolio value
>
>I've never shown lots on that report, so I can't comment on any
>possible changes.
>
>> 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 ...
>
>It's unlikely that you will get any evidence.
>
>
>You should be able to produce an equivalent report with no
>closed lots showing from the Investing > Portfolio screen.
>
>Use File > Print Portfolio (or CTRL+p) to print it.
>