Hi,
is there a way to edit the data of a security, for example the symbol and therefore the market, and then have all its historical data updated accordingly (discarding the old, incorrect history)?
My issue is that I’ve initially built all my portfolio and, since at that time I did not find the exact ticker, I’ve used the same security from another market.
Now I would like to correct this without having to reinsert all the portfolio securities and transactions.
If you edit the symbol (and have a quote provider that uses the symbol), then PP should ask you upon saving the security whether to keep the existing prices or replace them with the prices from the new provider.
Otherwise, change the configuration, then right-click on the list of historical prices (the pane below) and choose “Delete All” and the run another online update.
I think this is the same question. My securities have Symbol (eg BHP.AX) and I want to add ISIN. Can I import the file to add the ISIN field to the existing Security?
I tried a csv import using Type of Data: Securities, Fields: Ticker Symbol and ISIN but it duplicated each security rather than updating it.
@AndreasB I’m interested in importing updates to existing records (ie not taxonomies) rather than duplicating the record. It would be reasonable to check Update to replace existing fields, otherwise, the record should be reported as an error instead of being duplicated.