How do you add a non publicly traded stock into your accounts?

JVandiver26

My wife holds a number of shares of stock in a private company, but I am unable to enter the account since I don't have a market symbol. Please help.

bmciance

When you go to add the security (Tools > Security List > Add Security), click the link at the bottom rather than entering a ticker:

Then on the next screen enter the name you want to give the security and leave the Ticker blank:

This will allow you to create a stock that is not traded on any markets.

Boatnmaniac

Ticker symbols are only needed for publicly traded securities for which you want to download transactions and prices. Non-public securities will need to be set up manually, as @bmciance posted.

Also, all transactions and prices will also need to be manually entered since there will be nothing available to be downloaded.

If/when the stock does start to be publicly traded, you can at that time then edit that manual security you set up for it to add the Ticker and then match it to the online security so that you can start to download transactions (if the broker supports Quicken) and daily stock prices.

Jim_Harman

Also to avoid problems with non publicly traded securities, be sure to un-check the Download Quotes box in the Security List.

If you are able to download transactions for these securities, you should get quotes from your brokerage when you update the transactions.

bmciance

When you go to add the security (Tools > Security List > Add Security), click the link at the bottom rather than entering a ticker:

Then on the next screen enter the name you want to give the security and leave the Ticker blank:

This will allow you to create a stock that is not traded on any markets.

Boatnmaniac

Ticker symbols are only needed for publicly traded securities for which you want to download transactions and prices. Non-public securities will need to be set up manually, as @bmciance posted.

Also, all transactions and prices will also need to be manually entered since there will be nothing available to be downloaded.

If/when the stock does start to be publicly traded, you can at that time then edit that manual security you set up for it to add the Ticker and then match it to the online security so that you can start to download transactions (if the broker supports Quicken) and daily stock prices.

JVandiver26

Thank you.

mshiggins

@JVandiver26 it can be helpful to assign a fake symbol to your security. There are occasional problems with securities without ticker symbols. you can avoid those issues with the fake ticker symbol.

Jim_Harman

Also to avoid problems with non publicly traded securities, be sure to un-check the Download Quotes box in the Security List.

If you are able to download transactions for these securities, you should get quotes from your brokerage when you update the transactions.