Import Investment Names in Bulk

[elimb]

Hi Mark,
When I originally imported all my investements I used the ticker as both the investment symbol and name.
Is there a way to update the investment name data by importing a .csv?
I see there is a function File -> Import -> Other -> Security Properties
Is that the way?
Thank you
Eli

[Mark]

Hi Eli,

Yes, that is the command you would use. If you press "Help" in that dialog you will see some more explanation.

[elimb]

Thank you Mark.
As a follow up, when I run reports, how would I add a column for the symbol so that both Investment Name and Symbol are displayed in separate columns?
My most common reports are Portfolio Value and Investment Transactions.
(Or do I need to setup a custom report to do this?)
Thank you!

[Mark]

Hi elimb,

Some reports you can customize the columns somewhat under "Options / Report Preferences...", but to have complete control, use a Custom report. You can memorize as many different settings as you want by using "Edit / Memorize...". You can't get name and symbol in separate columns in the Portfolio Value or Investment Transaction reports. You can get this information consolidated in a single column by using "Options / General Preferences... / Display / Investment Description". This controls the "Investment Name" column when listing by investment. If you want name/symbol in 2 columns though, you'd need to use a Custom report.

[elimb]

Another question based on the first one:
Is there a way to import the investment name without the CUSIP, but rather based on the symbol?
I dont have CUSIP info for my investments.
Thank you

[Mark]

Hi elimb,

Sorry, no, not once the investment has been created... You can import the name based off the symbol when doing a price or transaction import from a file, but that only applies to new investments created during the import, it doesn't affect existing investments.