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Offer Stock Ticker Symbols in brokerage account registers....and more.... (4 Merged Votes)

PutterFluttersPutterFlutters Member ✭✭✭
edited September 28 in Investments (Windows)
QW 2016 Premier and probably most other versions/platforms.....

When working with incoming dividends (and probably other places too) it would sure help if the Ticker Symbol as well as the Name were available/shown in the account registers (and again, probably other places too).

for instance

ISHARES CORE S&P SMALL-CAP E
and
ISHARES CORE S&P TOTAL US STOCK MARKET EFT

can be almost indistinguishable if the column in the register shows only the first few characters of a Name.

IJR
ITOT

are much easier to recognize.

There is a similar problem in the Bills area when trying to manage dividends.  The long official name are there but not ticker symbols.

Bottom line:  
I would like to suggest that when possible; display (either/both) the names & ticker symbols for securities. 

Just a thought.

P.S. In most cases I can think of,  if I could only have one or the other... Ticker Symbols would wind hands down.
5
5 votes

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Comments

  • mshigginsmshiggins SuperUser ✭✭✭✭✭
    edited October 2018
    While you are waiting for this to be implemented, have you considered adding the symbol to the security name?
    Quicken user since Q1999. Currently using QW2017.
    Questions? Check out the  Quicken Windows FAQ list
  • PutterFluttersPutterFlutters Member ✭✭✭
    edited December 2018
    Sounds like a neat little work-around.
    I'll make a working copy of my data file and give it a try.
    Thank you very much.  :-)

    P.S.
    Might you know of any other discussion/reading along these lines?

    P.P.S.
    Any time I find something like that I worry that there might be some unexpected side effects.

    Wonder if the key field in a security's record is either the Ticker Symbol or the Name.  Hopefully/maybe it's a system generated key that only the coders see.  Otherwise changing might be "Challenging".  

  • Jim_HarmanJim_Harman SuperUser ✭✭✭✭✭
    edited November 2018
    The key field for quotes is the ticker.

    The key field for matching to downloaded transactions and balances is the CUSIP. If the downloaded CUSIP doesn't match one of your securities, you get a Match confirmation dialog that suggests a match by comparing your names to the downloaded name.
    -- Jim QWin Premier subscription
  • PutterFluttersPutterFlutters Member ✭✭✭
    edited December 2018
    AH SO... CUSIP... that would seem to be the most reasonable key.

    I had noticed that CUSIP appeared in the Security Name for Domestic Bonds and as the Symbol for those bonds.

    I'm a thinking that even though system generated symbol for Domestic Bonds might duplicate the record's Key field in the Symbol field changing the Symbol would have no impact on the key field which would still be the CUSIP....RIGHT?

    I doubt it... but is the KEY FIELD (CUSIP) easily viewable?  Think'n it would be a REALLY dangerous field to edit.

    Thanks :-)
  • Jim_HarmanJim_Harman SuperUser ✭✭✭✭✭
    edited November 2018
    In QWin 2018, you can see the CUSIP field by going to Tools > Security list  or in the Security Detail view > Edit Security Details > Other Info. 

    You are not allowed to edit the CUSIP ID, but you can clear it in Edit Security Details by un-checking Matched with online Security. That will force Quicken to go through the matching dialog and resetting it the next time you download from your brokerage.

    When matching, make sure you pick the correct security, since similarly named but different securities (different share classes of a mutual fund for example) must be kept separate.
    -- Jim QWin Premier subscription
  • PutterFluttersPutterFlutters Member ✭✭✭
    edited December 2018
    Thank you.  
    I have a new toy I can play with on a rainy afternoon.

    Naturally when I picked my first random CUSIP to play with it was a Call Option and that wasn't a good place to start.

    BUT... I can now add another $0.02 worth into my general fund of knowledge.
    Thanks again.
  • Jeff KantnerJeff Kantner Member ✭✭
    edited August 2019
    The Holdings tab (button) in an investment/IRA/401k account gives a nice, quick view of holdings in the account, including the security names - but not symbols.  Why not display the symbol, as well?  Or offer an option to do so (configurable at the account level)?  Doesn't seem like this would be a major thing to add.
  • UKRUKR SuperUser ✭✭✭✭✭
    Sounds like a good idea.
    Making changes to the Holdings view available in each investment account has been requested for years, without success so far.
    Until such time as the Holdings view is updated to be customizable (change column width, add / delete columns and save customization between sessions) I recommend you customize a Portfolio view to suit you needs. Using "Group by: Accounts" will give you a Holdings view - like display. There's an option to show the ticker symbol instead of the security name. There also is an option to add the column "TIcker Symbol" to the view.
    I vote for the Holdings view to be made customizable.

    If you would like to see this enhancement made in a future version of Quicken please click the "Up" triangle under the voting count in the big blue box at the top of this webpage (or page 1 for long discussions). Wait a moment for the vote count to be registered and updated before you go on.


  • SaratoganSaratogan Member
    It would be so useful to have the transactions List on investment accounts display the ticket symbol.  Please allow this and/or make the transactions list configurable.
  • shneal3shneal3 Member
    It would be an improvement if the Holdings screen in each investment account displayed the security symbol in addition to the security name. Currently, only the name is displayed. The addition of the security symbol would make the Holdings screen much more useful.
  • Quicken_TykaQuicken_Tyka Moderator mod
    edited September 28
    Hello @shneal3

    Thank you for taking the time to visit the Community to post your question, although I apologize that this feature isn't currently offered.

    I have moved your post to the ongoing Idea thread to add the symbol to the security name on various screens.

    Be sure to navigate to the top of this post and click the up arrow to add your vote!


    Ideas are reviewed by our development team to see what people would like to be available in the future.

    Thank you,

    -Quicken Tyka

    Happy Harvest! Gobble! Gobble!
  • T GondesenT Gondesen Member ✭✭
    Fidelity account screens show and sort by the CUSIP or TICKER symbol. It would be good to add that column to financial reports, rather than having to rename the security to show the symbol.
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