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

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JVandiver26
JVandiver26 Member
edited September 2023 in Investing (Windows)

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.

Best Answers

  • bmciance
    bmciance SuperUser ✭✭✭✭✭
    Answer ✓
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    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
    Boatnmaniac SuperUser ✭✭✭✭✭
    edited August 2023 Answer ✓
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    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.

    Quicken Classic Premier (US) Subscription: R57.16 on Windows 11

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Answer ✓
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    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.

    QWin Premier subscription

Answers

  • bmciance
    bmciance SuperUser ✭✭✭✭✭
    Answer ✓
    Options

    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
    Boatnmaniac SuperUser ✭✭✭✭✭
    edited August 2023 Answer ✓
    Options

    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.

    Quicken Classic Premier (US) Subscription: R57.16 on Windows 11

  • JVandiver26
    Options

    Thank you.

  • mshiggins
    mshiggins SuperUser ✭✭✭✭✭
    Options

    @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.

    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the Quicken Windows FAQ list

  • Jim_Harman
    Jim_Harman SuperUser ✭✭✭✭✭
    Answer ✓
    Options

    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.

    QWin Premier subscription
This discussion has been closed.