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security names

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Michael Collier

27 Jul, 2022 06:15 AM

Can I have two securities with the same name, but different ticker symbols?

1. 1 Posted by Stuart Beesley ... on 27 Jul, 2022 06:26 AM

   

   Yes, if you like. Most people who have this, actually don’t want it.

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2. 2 Posted by mrengr on 27 Jul, 2022 06:39 AM

   

   I was referring to mutual funds that have the same name but different ticker symbols BECAUSE they have different CLASSES. I chose NOT to use the same names. One mutual fund I properly named and the other one I used an invented name. I am having trouble retrieving the Quote Loader program daily price for the mutual fund with the invented name. Of course, there might be another reason for this problem. Please advise.

   Sent from Mail for Windows

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3. 3 Posted by Stuart Beesley ... on 27 Jul, 2022 06:47 AM

   

   The name shouldn’t be the issue, but you can easily test by making the name different and seeing if QL then works.

   Perhaps share the two ticker numbers

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4. 4 Posted by derekkent23 on 27 Jul, 2022 07:07 AM

   

   I am not support staff, just a user.
   Hi mrengr

   If you post the two ticker symbols and the names you are using other can test for you.

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5. 5 Posted by Mike Bray (Quot... on 27 Jul, 2022 07:44 AM

   

   Security name is not relevant for Quote Loader, it works entirely on
   Ticker and Exchange (if chosen).
   Mike

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6. 6 Posted by mrengr on 27 Jul, 2022 07:59 AM

   

   Washington Mutual Investment Fund (AWSHX) and Washington Mutual Fund Class C (WSHCX)
   The ticker symbols in parenthesis are not part of the names entered. The first one works, but the
   2nd one does not. The first one can be used by Quote Loader and the 2nd can not. Seemngly.

   Sent from Mail for Windows

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7. 7 Posted by Mike Bray (Quot... on 27 Jul, 2022 08:08 AM

   

   I have just tried WSHCX and AWSHX in Quote Loader and both work fine on Yahoo and Yahoo HD. Just check there aren't any spaces in the ticker symbols and that an exchange is not selected.

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8. 8 Posted by mrengr on 27 Jul, 2022 08:32 AM

   

   In the Edit Securities pop down window list, I see the following:
   Washington Mutual Investment Fund (A\
   Washington Mutual Fund (WSH

   BUT,

   In the Portfolio View I see the following:
   Washington Mutual Investment Fund (AWSHX}
   Washington Mutual Class C (WSHCX)

   Go Figure!

   Sent from Mail for Windows

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9. 9 Posted by derekkent23 on 27 Jul, 2022 10:13 AM

   

   I am not support staff, just a user.
   Hi mrengr

   As Mike both securities worked in Quote Loader. I also tried FT and FT HD and they worked as well.
   See set up in Moneydance 2022.5(4088).
   In later builds of Moneydance information about securities was enhanced so older builds may look different.

   Hope this helps.

   • TEST_1.png 650 KB
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10. 10 Posted by mrengr on 27 Jul, 2022 02:04 PM

    

    I am pretty sure I fixed the problem. As the mutual fund that caused the problem was recently added,
    I made a change to that entry to fix the problem. This change consisted of adding Yahoo HD to the ‘Source’ column in Quote Loader to this most recent entry so downloading price update info to MD via Quote Loader goes smoothly.
    ntence.
    Sent from Mail for Windows

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11. 11 Posted by derekkent23 on 27 Jul, 2022 06:35 PM

    

    I am not support staff, just a user.
    Hi mrengr

    Glad you got it sorted.

    Have Fun, Stay Safe.

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12. System closed this discussion on 26 Oct, 2022 06:40 PM.