Reply To: Importing All US Stocks & ADRs

Optuma Forums Optuma General Discussion Importing All US Stocks & ADRs Reply To: Importing All US Stocks & ADRs

#53265
Matthew
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Hi David,

You didn’t mention which process you’re using to import the symbols into Optuma?  Ideally the best way to do this would be to link a Symbol List to the CSV file you have created:

https://help.optuma.com/kb/faq.php?id=1197

Refer to the section titled Importing from a CSV for the specific steps and notes.

Once the symbol list has been setup you can link the Watchlist to the symbol list.  Any time the CSV list is updated the Watchlist and Symbol list will update automatically as well.

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