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