Changed Investment Symbols and Import Now Creates Duplicates

[B2B_Investing]

Hello Mark,

I changed the symbols of several investments that have prices, transactions, alerts, etc. I manually import the prices using the generic price import. The import has the revised Symbols so I expected the prices to load to the existing investments; however, when I import the prices, FM wants to create new investments instead. Can you shed any light on this? I thought the import matched on the SYMB?

Jason

[Mark]

Hi Jason,

Yes, the price import does match on the symbol. Do you maybe have an extra space character either in your FM symbol, or maybe in the importing file?

[B2B_Investing]

Hello Mark,

You called it. I checked for trailing spacings on both the import file and within FM before the post; I missed that the source file had a leading space in the header.

Thanks,

Jason