Assets: re-match a security, symbol changes, price provider, and partially supported markets
@turbo
Founding memberIdea makerBug hunter-
Re-match a security after import. In the import review I matched an ETF to the right ticker but the wrong listing (wrong currency and exchange). That listing has no prices, and there's no way to change the security of the existing transactions to the right one.
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Asset type and order in the import review. The same ticker can belong to very different assets. For example, DBC is a commodities ETF and also a cryptocurrency. The review list mixes them, so it's easy to pick the wrong one by mistake, and then there's no way to fix it (see point 1). It would be great to group options by type in order to prevent selecting the wrong one. Also, the order is confusing: for many US ETFs the review shows the Chilean listing before the US one. The listing in the asset's own currency and home exchange should come first.
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Symbol changes. Some of my assets changed their ticker. I imported them with the current one, but there's no way to map an asset to a new symbol in the future.
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Price provider per asset. In Portfolio Performance I can edit a security and choose its price provider. Here I can't. Many assets that Yahoo Finance covers I had to create as custom assets, with manual price files.
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Partially supported markets. I found some markets with partial coverage. You can find some stocks and ETFs listed in countries such as Chile or Mexico but only a few. Same for crypto, most major assets are supported but many are not. A market should be fully supported or not supported. Half-coverage makes it unpredictable which assets will get prices, and the symbol handling is confusing.
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