Recently added a new security TSX:PSLV to my portfolio but Quicken does not recognize.

Tealeaf3
Tealeaf3 Quicken Canada Other Member ✭✭✭
in All Things Canadian (Windows)

I sent them a report. I also initiated a query with CHAT but all I got was to load CSV, but I do not use CSV or attach the data to my accounts. The only connections I have are for my Credit card Accounts.

While I have a file # and staff are supposed to contact me Monday (prob. to educate themselves or get someone more experienced), anyone else running like this? I prefer to manage my own records

and do not wish to connect my investment accounts. Using Classic in Canada on Windows 11

Best Answer

  • Arctic Hare
    Arctic Hare Quicken Windows Subscription SuperUser ✭✭✭✭
    Answer ✓
    https://community.quicken.com/discussion/comment/20537972#Comment_20537972

    The security under discussion IS cross-listed in CAD on TSE; however, Quicken doesn't include it in its price data feed. This is a common problem - Quicken's data feed for Canadian listed securities is very incomplete - with no price data for many securities. One can include the TSE:PLSV in a CAD denominated investment account in Quicken, but Quicken is not receiving price data in its security price data feed. Note; that the correct nomencalture for the Toronto Stock Exchange in Quicken is TSE not TSX.

    https://www.quicken.com/support/how-download-prices-quote-and-securities-canadian-exchange/

Answers

  • NotACPA
    NotACPA Quicken Windows Subscription SuperUser ✭✭✭✭✭

    PSLV appears to be denominated in USD, not CAD, and in Q an investment account can only hold securities that are of a single currency.

    Sprott Physical Silver Trust USD

    SO, you'll need to create a USD investment account for this security to be recognized.

    Q user since February, 1990. DOS Version 4
    Now running Quicken Windows Subscription, Business & Personal
    Retired "Certified Information Systems Auditor" & Bank Audit VP

  • Tealeaf3
    Tealeaf3 Quicken Canada Other Member ✭✭✭

    Hi NotACPA,

    I had similar situation with another dual currency/market listing and what you suggest is what I did for that one.

    I shall provide feedback on any other response I get from Q staff.

    Any feedback on what Quicken retains or can view of your Investing records?

    Thanks

  • Arctic Hare
    Arctic Hare Quicken Windows Subscription SuperUser ✭✭✭✭
    Answer ✓
    https://community.quicken.com/discussion/comment/20537972#Comment_20537972

    The security under discussion IS cross-listed in CAD on TSE; however, Quicken doesn't include it in its price data feed. This is a common problem - Quicken's data feed for Canadian listed securities is very incomplete - with no price data for many securities. One can include the TSE:PLSV in a CAD denominated investment account in Quicken, but Quicken is not receiving price data in its security price data feed. Note; that the correct nomencalture for the Toronto Stock Exchange in Quicken is TSE not TSX.

    https://www.quicken.com/support/how-download-prices-quote-and-securities-canadian-exchange/

  • Tealeaf3
    Tealeaf3 Quicken Canada Other Member ✭✭✭

    Q staff not aware of this and after I tried to explain, they did not listen or understand.

    Cut me off and I subsequently found one of my connected CC accounts had been disconnected and I had to reconnect. Such is life. A fellow with a hard to understand accent, but then I am deaf and relatively soft spoken so it prob ran both ways. Anyway, makes me more leary.

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