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roy

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Changing the sweep fund symbol on existing portfolio
« on: July 17, 2017, 11:15:44 AM »

Is there a way to change the sweep fund symbol for an existing portfolio?  I was able to change the symbol on all the transaction, but the portfolio keeps using the original symbol for new transactions.
Roy S.

Re: Changing the sweep fund symbol on existing portfolio
« Reply #1 on: July 17, 2017, 11:22:52 AM »
Roy, you can edit the symbol under the asset library | current asset library | select the symbol | then the edit tab, and change.  This will update all past records for the new symbol, and this new symbol will be used for future activity.

Matt