Export/Import securities

Hello,
I have configured a security such as below and I want to export it in order to import it later if needed without the need to redefine the security manually.

Export seems good and I get the following CSV file

Name,ISIN,Symbol,Latest,Δ %,Δ amount,Latest (Date),Quote Feed (historic),Currency
AXA,FR0000120628,CS.PA,40.57,0.85%,0.34,2025-04-25,Yahoo Finance,EUR

Nevertheless, I failed to import this CSV file, indeed, I always lost the configured quote feed provider and the combo box “mapped to field” does not allow to map it.

It is a bit annoying that we can not import automatically a file that was exported by PP, did I miss something ?

You cannot export the security definitions themselves, only those information which were displayed at the table.

Not sure to understand, from what I saw export works and I get a CSV file.
The problem seems more on import side where some informations are not imported, feed provider for instance.

You are not able to export how the quote provider is configured. Same as the other attributes per security.

Ok, thanks for the response.

Is there a technical problem to extend csv support to be able to import security definition automatically from a csv file and at least import the feed provider information ?

In fact, it should works.
As we saw into the following code from CSVSecurityExtractor, if there is a ticker symbol then Yahoo feed is selected.

if (s.getTickerSymbol() != null)
   s.setFeed(YahooFinanceQuoteFeed.ID);

Nevertheless, at this time, ticker symbol is not yet initialized, it will be done just after security creation into lookup method of SecurityCache

 security = creationFunction.get();  // Previous code call from here
 security.setIsin(isin);
 security.setWkn(wkn);
 security.setTickerSymbol(tickerSymbol);  // ticker symbol initialized after

It looks like a bug

1 Like

I proposed a possible fixed into the Pull Request 4683
There is several possibilities to fix the problem, @Nirus could perhaps check if it is the correct way or not.