Jim_Harman said: It looks like you are sometimes seeing the prices for Compass Inc Class A, which also has the ticker COMP. We have had trouble before when the ticker for an index collides with a company ticker. Try using INDEX:DJA instead, which appears to be Quicken's preferred symbol for that index.
Jim_Harman said: I would call that a bug, the built-in symbol for new files should be INDEX:DJA
Reviving this old post in search of a solution. As noted previously above, "Compass Inc CL A" and "Dow Jones Composite" both have the same symbol assigned. Is there any way to prevent the security from displaying as an Index as noted in screenshot compilation below?
Ticker for Compass, Inc = COMP
Ticker for DJ Composite Average = INDEX:DJA; Security Type should be Market Index.
Ticker for NASDAQ Composite Index = COMPX
I tried adding the index using the INDEX:DJA ticker as suggested, but that only led to both it AND Compass showing up under the Index section. Additionally, I can't untick the box in the "Select Market Indexes to Display in Quicken". I mean I can untick it, but it doesn't save that I've done so.
This is confusing. There is a flaw in Quicken's logic and handling here. Below is my screen shot exemplifying the issue:
With the Compass, Inc security correctly in place as a Stock with the ticker COMP, portfolio views (and others?) treat the security as an index. This is apparently because the Choose Market Indexes button brings up a selection of indices that has COMP associated with the the Dow Jones Composite. That is the wrong association. That index should be associated with the symbol Index:DJA (which I had independently set up as a Market Index security.
Quicken needs to fix this. I don't see any way a user can get around this.
I've clicked the Report an Issue for this within Quicken citing this discussion.
Hello @emhamiltn & @q_lurker,
Thank you for bringing this to our attention! I see the same thing in my own Quicken. I forwarded this to the proper channels for further investigation and resolution. If you haven't already done so, please navigate to Help>Report a Problem and send a problem report with log files attached to contribute to the investigation.
While you will not receive a response through this submission, these reports will help our teams in further investigating the issue. The more problem reports we receive, the better.
We apologize for any inconvenience! Thank you.
(CTP-16154)
Would be nice to get this fixed. It's been super annoying since I moved some investments at Fidelity at the start of the year. A fund I moved to has COMP (the company, not the index) in it, and every day I update, I seem to have to correct the history for this security.
Downloading the stock history for this security was so bad that I had to delete everything prior to 2021.
Unfortunately, for today I already fixed it, but the next time it happens I'll send a problem report.
Updating the index does seem to have fixed the immediate problem. Though as @emhamiltn noted now Compass also shows up as an index in addition to being a stock. So clearly something hardcoded in the investing view to show COMP as an index.
