Consolidate symbol function helps you to consolidate different ticker symbol name.
Different symbol will occur: 1) Trade data from different brokerages; 2) Corporate Action like merge; 3) Manually append trade mistakes.
Consolidate Symbol name in the Trade Grid View
- Click the Trade Data view in the Account List to go to the Trade Data View
- Click the row header to select the specific trade record
- Right-click the record and select the Trade Adjustment>Consolidate Symbol in the context menu
- The following dialog box will pop up:
- Press OK to pop up the following confirm box:
- Click Yes to complete the process or No to cancel it.
Consolidate Symbol name in the Symbols View
- Click Symbols view under the Account List to go to the Symbol View
- Click the row header to select the specific trade record
- Right-click the record and select the Consolidate Symbol in the context menu
- A dialog box Consolidate Symbol will pop up
- Press OK to pop up the following confirm box:
- Click Yes to complete the process or No to cancel it.