How do I get the S&P 600 Small Cap Index added to my investment view?

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Ellary Kahan
Ellary Kahan Member ✭✭✭
edited September 2023 in Investing (Windows)

How do I get the S&P 600 Small Cap Index added to my investment view? The price ticker symbol is SML. I've tried adding it as INDEX:SML, which didn't work, and just SML, which also didn't work. I have the S&P Mid Cap Index, whose ticker is INDEX:MID and that works well.

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  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Answer ✓
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    INDEX:SPC should be what you are looking for.

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  • q_lurker
    q_lurker SuperUser ✭✭✭✭✭
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    Pull up your security list - ctrl-y

    Check box to show hidden securities

    Click symbol header to sort by ticker

    Look for an already existing security with SML ticker.

    I don’t think the INDEX prepend is necessary or appropriate.

    The security should not have a Security Type = Market Index. Likely Mutual Fund is a better choice.

  • Ellary Kahan
    Ellary Kahan Member ✭✭✭
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    That didn't work. And when I change it to a mutual fund I lose it in the Investing window since it isn't in an account.

  • q_lurker
    q_lurker SuperUser ✭✭✭✭✭
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    Do you own shares of it? If so, you either need to buy shares or add shares (two different but similar transactions).

    You may also need to customize whatever view you are using to include that security.

  • Ellary Kahan
    Ellary Kahan Member ✭✭✭
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    It's an index. No one owns share of an index.

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
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    INDEX:SPC should be what you are looking for.

    QWin Premier subscription
  • Ps56k2
    Ps56k2 SuperUser ✭✭✭✭✭
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  • Ellary Kahan
    Ellary Kahan Member ✭✭✭
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    Thanks. INDEX:SPC worked.

This discussion has been closed.