cusips

[JeanneMarie]

The transaction retrieve and reconcile feature is based off CUSIP, so the symbol does not matter for that feature.

Hmnnnn.... I skipped cusips on stocks when I set this up. So, that's why my bond prices update but my stocks do not? Is there a painless way to get the cusips entered? All I can see is cutting and pasting individually or plowing thru all the paper confirms (which actually might be less painful).

Thanks a bunch,

Jeanne

[Mark]

Hi Jeanne,

To update CUSIPs on existing investments there isn't a real easy way. You'd have to copy/paste from some other investment/source, or manually enter them...

You could use the New Portfolio Wizard and create a new sub-portfolio by retrieving from your broker. All the investments in that new sub-portfolio will have the CUSIP values set. You can copy/paste from them.