StockMarketEye supports Canadian securities from the Toronto Exchange (TSX) and the Canadian Venture Exchange (CNDX). You can also setup your Portfolios to be denominated in Canadian dollars.
You can search for ticker symbols of the securities you want to track using StockMarketEye’s Symbol Search field in the upper-right corner of the window. Although the first entry in the search results is often from a US exchange, you can use the “Exchange” results column to see on which exchange the symbol trades. If you find the stocks you’re looking for in the search results, double-click it to add it to your portfolio or watchlist.
Yahoo! Finance Symbols
Ticker symbols for securities that trade on non-US exchanges have an exchange suffix added by Yahoo! Finance in order to differentiate them from securities on other exchanges that have the same symbol.
In the case of Canadian securities, those that trade on the TSX are suffixed with a “.TO”, while those that trade on the Venture exchange are suffixed with a “.V”. For example, Suncor, whose ticker symbol on the TSX is “SU”, on Yahoo! Finance is “SU.TO”. Canadian Western Bank on the TSX is “CWB” but on Yahoo! Finance is “CWB.TO”. Alange Energy Corporation, which trades on the Venture exchange as “ALE”, is “ALE.V” on Yahoo! Finance.
If you are having problems finding your ticker symbols with the built-in symbol search, you can go to the Yahoo! Finance Canada website and use any symbol you find there directly in StockMarketEye. See the section on Data Providers on where to find the ticker symbol on Yahoo! Finance.
Google Finance Symbols
Google Finance adds an exchange prefix to ticker symbols in order to differentiate them from securities on other exchanges that have the same symbol.
In the case of Canadian securities, those that trade on the TSX are prefixed with “TSE:”, while those that trade on the Venture exchange are prefixed with “CVE:”. For example, Suncor, whose ticker symbol on the TSX is “SU”, on Google Finance is “TSE:SU”. Canadian Western Bank on the TSX is “CWB” but on Google Finance is “TSE:CWB”. Alange Energy Corporation, which trades on the Venture exchange as “ALE”, is “CVE:ALE” on Google Finance.
If you are having problems finding your ticker symbols with the built-in symbol search, you can go to the Google Finance website and use any symbol you find there directly in StockMarketEye. See the section on Data Providers on where to find the ticker symbol on Google Finance.
Canadian Mutual Funds
Quotes for Canadian mutual funds are only available through Google Finance.
The prefix, “MUTF_CA:”, is used for Canadian mutual funds. For example, Royal Bank of Canada’s “Canadian Dividend” fund can be added to StockMarketEye using the ticker symbol, “MUTF_CA:RBF266”.
In StockMarketEye, each portfolio has a currency in which the total value of the portfolio is displayed. Within the portfolio, you can have items denominated in different currencies. StockMarketEye will convert the value of those items to the currency of the portfolio, when calculating the portfolio’s total value.
To change a portfolio’s currency, select your portfolio in the Folders list, then use the menu: Portfolio -> Properties...
In the Properties window, go to the “Currency” tab. Here you can change the currency from US Dollars to Canadian Dollars. Scroll up and select Canadian Dollar (CAD) in the list.
Click OK for the changes to take effect.
It is best to change the currency of the portfolio before adding any stocks to the portfolio. Changing the currency after you already have stocks added may lead to inconsistent values due to exchange rate differences. If this happens to you, you can verify the currency and exchange rates of all your transactions in the Transactions report and then modify them if necessary. Finally, you may then need to rebuild the portfolio from the transactions.
Default StockMarketEye Currency Settings
By default, StockMarketEye creates portfolios with US Dollars as the currency. You can change this as well as the currency used in the Portfolios Summary view to use Canadian Dollars.
Open the StockMarketEye “Preferences” window. On a Mac you can do this from the menu: StockMarketEye -> Preferences…. On Windows or Linux, use the menu: File -> Preferences….
In the “General” tab, you’ll see the “Currency Settings” block. There are 2 settings here you can change. The first is the “Currency for ‘Portfolio Totals’ view”. Click on the button labeled “Choose…” and the “Select Currency” window will open.
As you did in the Portfolio Settings dialog, scroll up in the list and select Canadian Dollar (CAD), then click OK. Now do the same for the “Default initial currency for Portfolios”. Finally click OK in the Preferences window for the settings to take effect.
If you now click on the “Portfolios” item in the list on the left-hand side of the StockMarketEye window, you’ll see the Portfolios summary group’s Totals view. Note that it now uses Canadian Dollars (C$), rather than US Dollars ($).
By default, StockMarketEye calculates the cost basis of your positions using the specific lot basis. However, you can change your portfolio to use the average cost basis (ACB) instead.
To do this, open the portfolio’s Properties window, select the “Portfolio” tab, then check the option “Use the Average Cost Basis (ACB) calculation for cost basis reporting”.