Correcting wrong Stock ticker

Ross Dillon
Ross Dillon Member ✭✭
in Investing (Windows)

Just realized that Quicken has been recording (from Schwab downloads) the incorrect Stock Ticker. I corrected it but the price history is now missing (I thought if I said remove the old incorrect price history it would somehow repopulate but it didn't). How do I repopulate the correct stock price history?

Comments

  • q_lurker
    q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭

    For what length of time are you trying to regenerate the price history?

    From a portfolio view (Ctrl-u), you can click on the Update button and select historical prices. Select the security now with the correct ticker assigned. Those historical data are daily for the past 30 days, end of week for the 11-months preceding that, and then end-of-month back to 5 years total.

    If you need more complete data than that or for a longer period, you can download quotes from Yahoo Finance and similar sites, restructure the data into a suitable form in Excel (or similar), and then import prices into Quicken as a csv file.

    Generally speaking, when you change (correct) a ticker, you most likely need to copy the prices associated with the 'old' (incorrect) ticker over to the new (correct) ticker.

    A relevant prior post:

    https://community.quicken.com/discussion/7893435/import-security-prices-from-csv-file

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