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Editing symbols that are not recognized

Some positions imported from brokers are not recognized by our program and so they are not saved correctly. The reasons for this may include:

  • The symbol may differ from the one listed in our database
  • We do not have the symbol available in our database

 

We will place a red triangle to the left of these unsaved positions with the hover over message "Symbol not recognized".

 

 

If the symbol differs from the one in our database, it can be saved manually.

  • From your Positions page, click the symbol of the position
  • A Confirm Position pop up will appear where you can search our database by typing the symbol or company name. If it is available, click on the correct symbol/company and click Ok.

 

 

If you are unable to locate the symbol in our database, we may not support it, however, we are always expanding the number of positions we track. In this case, please put in a request to add the symbol you are looking for by contacting us at [email protected].

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