Quote Loader App -- Changing Ticker Name

Dennis's Avatar


22 Dec, 2018 03:01 PM

I'm using Mike Bray's Quote Loader app. (I'm using 2123) Thanks for making this available -- it's great! I'm having trouble with one thing. When I set it up, I incorrectly entered one ticker name. I've been unable to find a way to correct it. Please let me know how I can fix this. Thanks a lot.

  1. 1 Posted by derekkent23 on 22 Dec, 2018 03:12 PM

    derekkent23's Avatar

    I am not support staff, just a user.

    Try TOOLS – SECURITIES highlight double click on security in question – EDIT change the symbol in the Ticker Symbol Window.

    Glad you are finding the Quote Loader useful

    There have been some small updates since 2123 now 2125 see http://help.infinitekind.com/discussions/investments/3771-third-par...

    Hope this helps.

  2. 2 Posted by Dennis on 22 Dec, 2018 04:15 PM

    Dennis's Avatar

    That worked -- thanks. I was trying to find something within the app.

    Thanks for the immediate response!

  3. 3 Posted by derekkent23 on 22 Dec, 2018 05:51 PM

    derekkent23's Avatar

    Glad to help.

  4. 4 Posted by dwg on 22 Dec, 2018 10:09 PM

    dwg's Avatar

    I'm a fellow user.

    We had some discussions on the tickers during development of the tool. It was decided that the best option and the one most consistent with how moneydance works was to take the ticker symbols from Moneydance itself rather than having them separate in the extension The tool takes these symbols and then appends whatever data is needed by the source being used on the fly so you do not have to worry about setting up symbols specifically for the source you are using and can easily switch if desired.

  5. 5 Posted by Dennis on 23 Dec, 2018 03:46 PM

    Dennis's Avatar

    That makes a lot of sense. When I first started using the app many months ago, it had been necessary to manually input the tickers. When I recently upgraded to the new system, I assumed the tickers were drawn from the prior version, rather than from Moneydance. That was the source of my confusion.

    I really like the upgraded app! Thanks for making it available..

  6. System closed this discussion on 24 Mar, 2019 03:50 PM.

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