Adding ticker symbol

erholley's Avatar


17 Apr, 2018 02:55 AM

After importing from Quicken, one of the securities is missing its ticker symbol. Is it possible to add the ticker symbol? I have tried without success to find a way to add the symbol.

  1. 1 Posted by derekkent23 on 17 Apr, 2018 08:46 AM

    derekkent23's Avatar

    I am not support staff just a user.

    Try TOOLS – SECURITIES highlight the subject security and double click then EDIT button.

    Hope tis helps

  2. 2 Posted by erholley on 17 Apr, 2018 03:28 PM

    erholley's Avatar

    Eureka! Thanks, derekkent23. I had tried "Edit Security" after clicking on the security in the Portfolio View, but that brings up a different edit window that doesn't have the ticker symbol.

  3. 3 Posted by derekkent23 on 17 Apr, 2018 03:39 PM

    derekkent23's Avatar

    Glad to help.

  4. System closed this discussion on 17 Jul, 2018 03:40 PM.

Comments are currently closed for this discussion. You can start a new one.

Keyboard shortcuts


? Show this help
ESC Blurs the current field

Comment Form

r Focus the comment reply box
^ + ↩ Submit the comment

You can use Command ⌘ instead of Control ^ on Mac