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

  1. Click the Trade Data view in the Account List to go to the Trade Data View
  2. Click the row header to select the specific trade record
  3. Right-click the record and select the Trade Adjustment>Consolidate Symbol in the context menu

  4. The following dialog box will pop up:

  5. Press OK to pop up the following confirm box:

  6. Click Yes to complete the process or No to cancel it.

 

Consolidate Symbol name in the Symbols View

  1. Click Symbols view under the Account List to go to the Symbol View
  2. Click the row header to select the specific trade record
  3. Right-click the record and select the Consolidate Symbol in the context menu

  4. A dialog box Consolidate Symbol will pop up

  5. Press OK to pop up the following confirm box:

  6. Click Yes to complete the process or No to cancel it.