Similar base symbols, different exchanges

Optuma Forums Optuma General Discussion Similar base symbols, different exchanges

  • This topic has 2 replies, 2 voices, and was last updated 3 months ago by Jon.
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  • #68691
    Jon
    • Topics: 5
    • Replies: 4
    • Posts: 9

    Hello,

    I’m pulling in an excel list of US exchange-based codes and I’m noticing for example AMD is a symbol for an ASX stock as well as the US and I can tell the watch list isn’t sure which symbol to use, is there a way to denote the exchange in the excel file ahead of time in order to force the watch list to recognize the US based symbol?

    #68695
    Darren
    • Topics: 71
    • Replies: 880
    • Posts: 951

    Hi Jon,

    In the Excel file add :US to the ticker symbol and it will then load the correct data, ie AMD:US.

    To add the exchange suffix to all symbols add :US to the column to the right of the ticker and then use the =concatenate(a1,b1) function to join them together in a 3rd column:

    Capture

    You will then be able to drag that new column from Excel into the software to create a new watchlist, as per this video:

    https://www.optuma.com/videos/creating-a-watchlist-from-excel/

    #68697
    Jon
    • Topics: 5
    • Replies: 4
    • Posts: 9

    Thanks Darren

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