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I Shares

Daddy O
Daddy O Member
Anyone know how to add I Shares into investment securities so they update. I have added them manually and that is fine but I cant get quicken to find the stock symbol or name so that the program can do automatic price updates. Here are a few i am trying to add XIU, XRE, XSP, XDV, etc. Using Quicken 2020, Version R28.15, Build 27.1.28.15

Answers

  • NotACPA
    NotACPA SuperUser, Windows Beta Beta
    edited March 31
    Which Q product are you running, and what's the "Valid Thru" date of your program.  This info is at HELP, About Quicken.  Are you running Q US, or Q CDA?
    Also, are you sure that all are valid symbols?  At Fidelity.com, only XSP could be found.
    OR are these, perhaps, non-US securities?
    Q user since DOS version 5
    Now running Quicken Windows Subscription,  Home & Business
    Retired "Certified Information Systems Auditor" & Bank Audit VP
  • Frankx
    Frankx SuperUser ✭✭✭✭✭
    Hi @Daddy O

    Are those funds Canadian funds?  If so, have you added the exchange to each ticker symbol?  If not, please review the guidance located in this LINK.

    Frankx



    Quicken H&B-Subscription - Ver. R29.20 - Build 27.1.29.20  - Windows 10 Home - Ver. 2004
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  • Daddy O
    Daddy O Member
    Yes these are all Canadian Funds. Running Quicken Canada
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