Investment Quotes Updates

UrsulaA
UrsulaA Superuser ✭✭✭✭
edited December 2 in Investments

I clicked on the refresh icon under Investments>Portfolio after the market opened and I still get quotes as of Friday November 29.

The balances tab displays values that match today's balance as reflected by Schwab, my broker.

This issue was reported before, see link to closed discussion.

Investment Quotes Updates — Simplifi

Simplifi User Since Nov 2023

Minter 2014-2023

Questionable Excel before 2014 to present

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Comments

  • SRC54
    SRC54 Member ✭✭✭✭
    edited December 2

    I fear this is a feature, not a bug. I have found that they won't update until around noon. My guess is that will be tomorrow. I haven't checked on Mondays much though.

    I meant to add that I think they should update at least 2x a day.

    Steve
    Quicken Simplifi (Safari & iOS) Since 2021
    Quicken Classic (MacOS) Since 2009
    Microsoft Money (Windows) 1991-2009
    Dollars & Cents (DOS) 1987-1991

  • SRC54
    SRC54 Member ✭✭✭✭

    Mine just updated at 10:16am CST. I'll keep an eye on it to see if it updates later or just once per day.

    Steve
    Quicken Simplifi (Safari & iOS) Since 2021
    Quicken Classic (MacOS) Since 2009
    Microsoft Money (Windows) 1991-2009
    Dollars & Cents (DOS) 1987-1991

  • UrsulaA
    UrsulaA Superuser ✭✭✭✭

    My quotes are still as of 11/29/2024. I do not recall this being an issue before, quotes updated multiple times per day. The balances, however, match what Schwab has.

    Simplifi User Since Nov 2023

    Minter 2014-2023

    Questionable Excel before 2014 to present

  • Coach Natalie
    Coach Natalie Administrator, Moderator admin

    @UrsulaA, thanks for posting!

    I'm also not seeing any issues with Investment Quotes updating. I just signed in and went to Investments, and it shows quotes updated today at 11:49 AM MST. Have you tried signing out and back into Quicken Simplifi? Also, have you tried from the Mobile App or a different browser or anything along those lines? Is it possible that your holdings don't have any quote updates at this time?

    Please let us know so we can best assist!

    -Coach Natalie

  • UrsulaA
    UrsulaA Superuser ✭✭✭✭

    @Coach Natalie - Values updated on the mobile app and the web app now. The ETF I hold does not trade often. This issue is resolved for me.

    Simplifi User Since Nov 2023

    Minter 2014-2023

    Questionable Excel before 2014 to present