Ticker Symbol not Displaying
Howdy: I would like to have the ticker symbols for all my securities listed both on the home page as well as on the portfolio view accessed via the register. All my ticker symbols show up when I open the Edit (Tools/Securities/Edit) but they show up nowhere else.
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1 Posted by Ben Spencer on 01 Oct, 2011 03:44 PM
For each security have you set the "Show on home page" option as shown in the attached screenshot?
Ben Spencer
Moneydance Support
2 Posted by photo on 01 Oct, 2011 04:16 PM
As you can see from the attached scfreen shot, I have done that and it still does not appear
3 Posted by -Kevin N. on 01 Oct, 2011 04:50 PM
Hi photo,
To have the ticker symbol appear for your securities within the Stock Prices module, rename your holdings with the ticker symbol appended to the actual security name.
As in your example, the Name for Accuride would be entered as Accuride - ACW.
Alternately, if you click on the (+) sign next to the name of your Investment Account under the Heading 'Investment Accounts' on the Home Page, your individual holdings will be displayed with the suffix that you assigned to it.
HTH -Kevin N.
Ben Spencer closed this discussion on 02 Oct, 2011 06:08 AM.
photo re-opened this discussion on 03 Oct, 2011 02:56 PM
4 Posted by photo on 03 Oct, 2011 02:56 PM
OK, I see this is doable, but a bit inconvenient for those of us with lots of securities already in tow from Quicken.
My suggestion for a future update of Moneydance would be to add a column to all portfolio lists that simply displays the ticker symbol entered originally for the security.
Thanks for your terrific support services.
Stephen
5 Posted by Tom Freeman on 03 Oct, 2011 03:02 PM
Stephen
I have put in a suggestion ticket for this.
Tom
6 Posted by -Kevin N. on 03 Oct, 2011 07:33 PM
Hi photo,
I agree, I had about 80 different securities to amend but I've found that it is a lot more convenient and useful to have the ticker available in this fashion as it makes the ticker viewable throughout the Investment reports as well as the 3 different portfolio 'views'.
It's a one and done deal and in my opinion well worth the effort.
HTH -Kevin N.
7 Posted by bikerwoe on 03 Aug, 2012 07:04 PM
I use the Mac version of Moneydance, and when its time to reconcile my stock brokerage accounts sometimes its hard to tell some of the ETF's apart by the name only and having the stock symbol would really help. I left Quicken for Mac, which had this feature. Can you include this in your next upgrade for Mac?
8 Posted by pfkalina on 11 Aug, 2012 03:59 PM
I know there is a column within MD that lists the ticker symbol. You can see it when you generate a Portfolio report. Unfortunately, the designers didn't deem it necessary to include it in the Investment Performance reports. I would keep asking for this feature in the next upgrade, whenever that will be.
9 Posted by Jon Hoover on 11 Aug, 2012 09:23 PM
pfkalina,
Thanks for your suggestion. I have created a ticket for this issue. The ticket is attached to this discussion. By posting in this discussion your interest in the ticket has been registered. This is equivalent to voting for it.
Thanks again for your suggestion, and thanks for your interest in Moneydance!
Jon Hoover, Moneydance Support
System closed this discussion on 31 Mar, 2015 03:42 PM.