Investment Quotes Updates
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.
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
Comments
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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 20090 -
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 20090 -
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
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@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
-Coach Natalie
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@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
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I just checked my investments and it is 11am CST and my quotes haven't updated since Monday when I posted they had updated! So this is really wonky.
Steve
Quicken Simplifi (Safari & iOS) Since 2021
Quicken Classic (MacOS) Since 20091 -
Mine are up to date as of this morning at 0908 PST
Did you click the refresh button?
Danny
Simplifi user since 01/22
”Budget: a mathematical confirmation of your suspicions.” ~A.A. Latimer0 -
Yes, I hit the refresh button several times, and signed out and in. I am not quite sure why there is a lag sometimes, but I have noticed it before. It will probably happen before the day is out. Who knows? For good measure, I checked in a different browser and cleared the cache.
Steve
Quicken Simplifi (Safari & iOS) Since 2021
Quicken Classic (MacOS) Since 20091 -
My investment quotes are updating fine today.
Simplifi User Since Nov 2023
Minter 2014-2023
Questionable Excel before 2014 to present
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As I was expecting, it finally updated at 310pm. I didn't open the app until 330pm and it did a normal update then, so this is independent of the regular account update. Why it didn't update yesterday, I cannot say, but the timing of the daily update seems to vary.
Steve
Quicken Simplifi (Safari & iOS) Since 2021
Quicken Classic (MacOS) Since 20091
