Skip to content

Bug: Symbol import faulty and wrong regions assignment #855

@Cesc1986

Description

@Cesc1986

Hi

when I import my mostly German portfolio with holdings like APC.DE, NVD.DE and ASME.DE which are Apple, Nvidia and ASML trading at XETRA, Deutsche Börse stock exchange, during the CSV import process, during asset review these symbols get ignored and convereted to the original holding like NVD, APC or ASME which is in the wrong currency and stock exchange. I am not sure why those symbols are ignored and overwritten when importing, and I have to manually correct it for every holding thereafter?

Image

When I correct it, from APC to APC.DE, the classifications are off. Every in Germany traded company becomes a company with the origin Region "Europe", which is clearly wrong for Nvidia, Apple or ASML. Everything becomes Europe, Equity (even for precious metals) etc. I assume those infos should be pulled from e.g. Yahoo Finance where AMZ.de stock is listed still as an US company.

Image

Additionally, it would be good to be able to batch change Securities.

Metadata

Metadata

Assignees

No one assigned

    Labels

    No labels
    No labels

    Projects

    No projects

    Milestone

    No milestone

    Relationships

    None yet

    Development

    No branches or pull requests

    Issue actions