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Plaid Mapping Issue

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mdu

11 Jul, 2026 11:35 PM

Hi,

Is it possible that MD has a bug where you are mapping Plaid's TickerSymbol to SEDOL?

Here is a OFX debug of Abbott Labs. Notice TickerSymbol is set to ABT, and Sedol is null.

20260711-16:18:11.029 Plaid: Security: InstitutionSecurityId -> null; UnofficialCurrencyCode -> null; TickerSymbol -> ABT; ProxySecurityId -> null; IsCashEquivalent -> false; ClosePriceAsOf -> 2026-07-10; InstitutionId -> null; IsoCurrencyCode -> USD; Isin -> null; SecurityId -> jb8Eo5E6q9tEOPQyyjBeFJrKpbKao7FV8OA4X; Cusip -> null; ClosePrice -> 93.93; Sedol -> null; Name -> Abbott Laboratories; Type -> equity;

Using Toolbox and viewing the hidden identifiers for the security the SEDOL scheme is set to ABT.

I verified this behavior by also setting the SEDOL to the TickerSymbol of another security and the Plaid OFX download matched the security. Only if the SEDOL isn't set to the ticker symbol do I get the prompt asking me to match the security.

1. 1 Posted by Stuart Beesley ... on 16 Jul, 2026 05:00 PM

   

   Confirmed - this is a bug in MD2024.4(5253)..

   it's in how Moneydance falls back to using the ticker symbol as a security identifier when no CUSIP, ISIN, or SEDOL is available from Plaid — in that fallback case, the code mistakenly labeled the ticker as a SEDOL instead of a ticker. That's why your SEDOL field ends up populated with the ticker symbol.

   BUT - this has already been fixed. Additionally, in MD2026, security identifiers were reworked. Each identifier type (CUSIP, ISIN, SEDOL, ticker, etc.) can now hold multiple values instead of just one, and the ticker symbol also has its own dedicated field on the security — separate from the identifier list — which gets set directly whenever Plaid or OFX provides one. So the ticker is no longer just a last-resort fallback identifier; it's treated as a primary field in its own right.

   As to when MD2026 will be released, sorry I don't know. That's for IK to comment.

   (not support, just a fellow user)

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2. 2 Posted by mdu on 17 Jul, 2026 05:42 AM

   

   Hi Stuart,

   Thanks for the info that IK has addressed. How do you know, is there a beta channel that you tried this on?

   In the meantime, I basically copy the SEDOL value to the ticker symbol for all new securities I get (see attached code). From the developer console, I run this script (thanks to Gemini for creating it).

   • 03_md_fix_blank_ticker_symbols.py 4.18 KB
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3. 3 Posted by Stuart Beesley ... on 17 Jul, 2026 07:27 AM

   

   There is an alpha, but that predates the most recent changes for this issue. So unfortunately no.

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4. 4 Posted by Stuart Beesley ... on 17 Jul, 2026 07:32 AM

   

   Nice script.

   FYI - you should call the below after each update to a curr record

   curr.syncItem()

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5. 5 Posted by sth on 18 Jul, 2026 08:16 PM

   

   Yeah, this is a PITA and I have had to change all my SEDOL values to tickers to stop Plaid from creating new securities. Anxiously wating for MD 2026 to get out of alpha and at least to beta.

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