Can I give a security a nickname to appear in lists?

cswigart Member
edited September 2022 in Registers & Transactions (Mac)
Vanguard recently converted one of my retirement investments. When you enter the symbol, the full name appears and it does not seem that I can change that. This does not work well for drop down lists. I would rather make up my own name. I could do that before but now that option appears not to be available.


  • QknDan
    QknDan Member ✭✭
    I believe you can - if you go to the menu item "Window" and then click "Securities", look for the one in question and select it and then click the edit button (looks like a pencil) at the bottom.
  • Gilles9
    Gilles9 Windows Beta, Mac Beta Beta
    When I go to Securities ( under the Window menu )
    and double click a security, I can change the name and keep the stock symbol so it updates correctly

    unless I misunderstand your question
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