Map the symbols found in the import file to symbols known to StockMarketEye.
Stock (or ticker) symbols often differ between applications. In this step you can convert the stock symbols that were found in the import file into symbols known to StockMarketEye.
Before moving to the next step, you must accept each symbol mapping by checking its “Accepted” box.
If the box is initially checked, it has been mapped automatically by StockMarketEye.
If the box is initially unchecked, there was no direct match to a StockMarketEye symbol.
You can modify the mapped, StockMarketEye symbol by clicking on the “Modify” button. This will open the Symbol Search window where you can search for the correct symbol. Clicking “Ok” in the Symbol Search search window will use the selected “Search Result” as the mapped, StockMarketEye symbol. If you click “Ok”, but have not selected one of the “Search Results”, the search query itself will be used as the mapped, StockMarketEye symbol. This allows you to enter and use unrecognized ticker symbols.
Note that you don’t need to have a valid ticker symbol for each entry, but you do need to accept all of the mappings before continuing. Unrecognized symbols (ex. obsolete or non-existent ticker symbols) are OK to include in the mapping and are often useful for including items in your portfolio which do not have a ticker symbol (ex. bonds, preferred stock, etc). Note, however, that StockMarketEye will not be able to get historical or current quotes for these symbols which can affect performance calculations and the Portfolio’s historical value chart.
You can reset the mapped, StockMarketEye symbol to its original, unmapped symbol using the “Reset” button. This will uncheck the symbol’s “Accepted” button and reset the StockMarketEye symbol to the symbol from import.
When all of the symbols have been mapped and accepted, click on the “Next” button to move to the final step.