Changing A Holding’s Ticker Symbol

Sometimes you need to change a transaction or holding from one ticker symbol to another.

For example, if a company changes ticker symbols, you’ll want to keep your portfolio up-to-date by changing the symbol too.

Or, if you’d like to switch from the Yahoo Finance ticker symbol to using the Google Finance ticker symbol for a particular stock (or vice versa).

To change the ticker symbol, follow the steps described below.

Steps for Changing Ticker Symbols

  1. Go to the Portfolio or Watchlist where you have the symbol you want to change. (Note that the screenshots below are for changing a symbol in a Portfolio, but the same principles apply for changing a symbol in a Watchlist.)

  2. Select the item whose symbol you want to change.

    Select the item to change
  3. Click on the “Details” button in the toolbar. The “Enter Purchase Details” window will open.

    Click the Details button
  4. In the “Enter Purchase Details” window, click on the “Change” link to the right of the symbol.

    Click the Change link
  5. You can now change the symbol in the Symbol field. Type in the new ticker symbol or click on the “Search” button.

    Click the Search button
  6. If you clicked on the “Search” button, the “Symbol Search” window will open and show both Yahoo and Google symbols. Yahoo Finance symbols have a Yahoo! (yf-icon-16) icon in the first column. Google Finance symbols have a Google (gf-icon-16) icon in the first column. Select the symbol you wish to change to, then click on the OK button in the search window.

    Choose from the search results
  7. The new symbol will now be in the “Symbol” field. Click on the OK button in the “Enter Purchase Details” window.

    Symbol has been updated
  8. When changing the symbol of a holding in your portfolio, a confirmation window will appear. Click on the button, “Change All Items and Transactions With The Same Symbol (Recommended)”. It is usually best to change all items in your portfolio (Prices view) and Transactions that have the same symbol to the new symbol.

    If you have an alert setup for the old ticker symbol, you can also choose to update the alert so it uses the new symbol too.

    Confirm the change
  9. The symbol has now been updated.

    Confirm the change

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