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Subject Author Date
Search for equity by symbol? Jeff 06-04-2007
Posted by Jeff on June 4, 2007, 5:34 pm
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 In Quicken deluxe can you search for a security by its symbol instead of
its name?

Jeff



Posted by John Pollard on June 5, 2007, 10:46 pm
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 Jeff wrote:
> In Quicken deluxe can you search for a security by its symbol
> instead
> of its name?

I don't understand exactly what you want to do. Maybe if I knew
how you "search" for a security by its "name", I'd have a better
idea what you're looking for.

--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup




Posted by Jeff on June 6, 2007, 5:54 am
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John Pollard wrote:
> Jeff wrote:
>> In Quicken deluxe can you search for a security by its symbol
>> instead
>> of its name?
>
> I don't understand exactly what you want to do. Maybe if I knew
> how you "search" for a security by its "name", I'd have a better
> idea what you're looking for.

Thanks for replying John.

(I am using Q Deluxe 2006 in Windows XP).

I am talking about the "securities list" that appears when you click on
Ctrl-Y. It is sorted by Security name which makes it easy to find a
security by scrolling down to its name and then reading its Symbol in
the second column.

What I would like to do is the reverse: scroll down to a specific symbol
and find what security is linked to it. I cannot seem to find a way to
have the security list appear sorted by symbol instead of security.

I assumed the customized report function would do it, but when I click
on the report button on that "Security List" page I get a blank report
because it seems to be designed to list transactions for a selected
security.

I also tried Ctrl-U (Portfolio) and though that does permit me to sort
by symbol, it is subdivided by accounts and there does not seme to be a
way to get a list of Securities similar to Ctrl-Y sorted by symbol
instead of name.

Maybe a report can be created to achieve that but I am not sure were to
begin modifying among Quicken numerous default reports.

Jeff



Posted by John Pollard on June 6, 2007, 1:38 pm
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Jeff wrote:
> John Pollard wrote:
>> Jeff wrote:
>>> In Quicken deluxe can you search for a security by its
>>> symbol
>>> instead
>>> of its name?
>>
>> I don't understand exactly what you want to do. Maybe if I
>> knew
>> how you "search" for a security by its "name", I'd have a
>> better
>> idea what you're looking for.
>
> Thanks for replying John.
>
> (I am using Q Deluxe 2006 in Windows XP).
>
> I am talking about the "securities list" that appears when you
> click
> on Ctrl-Y. It is sorted by Security name which makes it easy
> to find
> a security by scrolling down to its name and then reading its
> Symbol
> in the second column.
>
> What I would like to do is the reverse: scroll down to a
> specific
> symbol and find what security is linked to it. I cannot seem
> to find
> a way to have the security list appear sorted by symbol
> instead of
> security.
> I assumed the customized report function would do it, but when
> I click
> on the report button on that "Security List" page I get a
> blank report
> because it seems to be designed to list transactions for a
> selected
> security.


> I also tried Ctrl-U (Portfolio) and though that does permit me
> to sort
> by symbol, it is subdivided by accounts and there does not
> seme to
> be a way to get a list of Securities similar to Ctrl-Y sorted
> by
> symbol instead of name.

That's odd; the Portfolio tab is the only way I know to get what
you want.

You are not obliged to view the securities in the Portfolio tab
by Account; you can tell Quicken to "Group by" "Security". You
can add the "Ticker Symbol" column to the display. And you can
click on the "Ticker Symbol" column heading to sort the
securities by ticker symbol. [You can also print the resulting
display using File > Print Portfolio (only works when Portfolio
tab is open).]

--
John Pollard
First initial underscore Last name at mchsi dot com
Please reply to newsgroup




Posted by Jeff on June 6, 2007, 4:29 pm
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John Pollard wrote:
> Jeff wrote:
>> John Pollard wrote:
>>> Jeff wrote:
>>>> In Quicken deluxe can you search for a security by its
>>>> symbol
>>>> instead
>>>> of its name?
>>>
>>> I don't understand exactly what you want to do. Maybe if I
>>> knew
>>> how you "search" for a security by its "name", I'd have a
>>> better
>>> idea what you're looking for.
>>
>> Thanks for replying John.
>>
>> (I am using Q Deluxe 2006 in Windows XP).
>>
>> I am talking about the "securities list" that appears when you
>> click
>> on Ctrl-Y. It is sorted by Security name which makes it easy
>> to find
>> a security by scrolling down to its name and then reading its
>> Symbol
>> in the second column.
>>
>> What I would like to do is the reverse: scroll down to a
>> specific
>> symbol and find what security is linked to it. I cannot seem
>> to find
>> a way to have the security list appear sorted by symbol
>> instead of
>> security.
>> I assumed the customized report function would do it, but when
>> I click
>> on the report button on that "Security List" page I get a
>> blank report
>> because it seems to be designed to list transactions for a
>> selected
>> security.
>
>
>> I also tried Ctrl-U (Portfolio) and though that does permit me
>> to sort
>> by symbol, it is subdivided by accounts and there does not
>> seme to
>> be a way to get a list of Securities similar to Ctrl-Y sorted
>> by
>> symbol instead of name.
>
> That's odd; the Portfolio tab is the only way I know to get what
> you want.
>
> You are not obliged to view the securities in the Portfolio tab
> by Account; you can tell Quicken to "Group by" "Security". You
> can add the "Ticker Symbol" column to the display. And you can
> click on the "Ticker Symbol" column heading to sort the
> securities by ticker symbol. [You can also print the resulting
> display using File > Print Portfolio (only works when Portfolio
> tab is open).]

Will try doing that. Thanks.

Jeff



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