Re: Question on "Codes" for funds??

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In Reply to: Question on "Codes" for funds?? posted by C Ristock on February 14, 2000 at 20:05:46:

: I am a newbie, so please bear with me. I know that the "symbols" for stocks are
: the 3 or 4 letter designations used to identify them. But what are the "codes"
: for mutual funds and where do I find them? For example, if I want to track the
: Canadian fund from CIBC Securities called "CIBC Capital Appreciation Fund",
: what would be the code for this? If anyone could give me a nudge in the right
: direction, I would very much appreciate it. Thanks for any help,

: Cory Ristock.

Hi Cory,
Most of the quote servers used by FM have a place where you can
go with your browser and lookup the symbols. Mutual funds also have
symbols. For US funds, they usually end in 'X'. Canadian funds are
different. You can go to the Quicken - CA or the Canada Stockwatch
sites with your browser and look up symbols. Here are instructions
for looking up symbols on Quicken - CA:

Source for Canadian mutual funds only. To get started the first time, visit Quicken-CA to search for the "fund_key" by Baycom number or fund name. After a search, a table will display the matching "Fund Name"; with links to click on that will display the data for that fund. Click on the desired link. The "fund_key" is listed in the last part of the URL, such as "fund_key=INV*EUR". This example "fund_key" is for Investors European Growth Fund, with Baycom number (also referred to as fund code) INV106. Record this "fund_key" (INV*EUR in this example) as the symbol for your Canadian mutual funds. Note, the "fund_key" is case sensitive, the symbol in Fund Manager must be recorded in the same case as shown in the mentioned URL. The last 5 closing prices are updated for the dates specified by the server.

For links to all the quote servers, see this page:

http://www.fundmanagersoftware.com/intrtv.html

For symbol lookup on Canada Stockwatch go here:

http://quote.stockwatch.com/sw/qqqlookup.dbm?

Thanks,
Mark
--
Mark Beiley

Fund Manager for Windows 3.1x/95/98/NT

Replies:

• Thanks for Help on Fund Codes! C Ristock 20:04:02 02/17/00 (0)