Is there a way to set a new format for Option strings?

Vycke
Vycke Quicken Windows 2017 Member
When an Option trade is downloaded, the string from the broker has the "coded' version (like AAPL230120P00100000, I want that to be AAPL 01/20/23 100.00 P in my Quicken... not "PUT APPLE INC $100 EXP 01/20/23"... Having a ton of "Put" in my list makes it tough to search through. And I have to currently edit each option -- at a rate of ~100+ per month.
Help.

Answers

  • Tom Young
    Tom Young Quicken Windows Subscription SuperUser ✭✭✭✭✭
    I assume the word "string" is what's entered as the security name?
    I can't think of any way of having Quicken automatically massage a downloaded security name into some other format.  The best I can offer is entering any transaction that uses a "new" option manually in the transaction list at the time of the trade and then matching that existing option to the subsequent download.
  • q_lurker
    q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭
    Not that you asked but if you are dealing with 100+ option trades a month, I’ll suggest Quicken is not a suitable package for you. Your time might be well spent examining alternatives.  Your call obviously. 
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