In microsoft.public.money, Larry Ewing wrote:

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That should be straight-forward. Go to the details of the
investment and change the symbol. If the change does not "take" for
some reason, change the name slightly-- perhaps by appending a
trailing space to the name.

The recurring problem will be on download, do you want to keep
telling Money this is the same security but for Money to not update
the symbol. You can do that.

The alternative is say this is a new security with a new name, such
as "brk workaround". Then get used to telling Money to not update
your positions. If you slip, just delete or void the AddShares and
RemoveShares transactions that Money inserts. This is not going to
be good for you, however, if they start paying a dividend. That
would get bothersome.

The real answer would be for Money to accept separate symbols for
broker downloads and quotes. However other areas take priority in
deciding which things to improve.

Cal--

I have a similar problem with a stock--Berkshire Hathaway Class A. Its
symbol downloads from my broker as BRK[space]A, but Money 2003 needs to have
BRK.A in order to look up the current and historical prices. But I can't
find a way to edit the line item in my portfolio to change only the symbol.

Am I out of luck??? Thanks.

Larry

"Cal Learner-- MVP" <via_newsgroup[at]please.tnx> wrote in message
news:9kj0jv4cdatrhuqp7ockdac7qd601i11gs[at]4ax.com...
- quote -

In microsoft.public.money, D wrote:

- quote -

The work-around is to define the options as stocks, just as you did
in Money 2002. Then you can change the ticker. It's too late for the
symbols attached to option contracts already, however.


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You are going to have a hard time making the case with etrade that
with-the-dot is "the correct" ticker.

What would be nice IMHO is to allow separate symbols for broker
download and quote download.

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Greetings all,

I've been using MS Money (several versions) successfully to download my
brokerage trades from E*Trade for several years now. There's been a small
issue with the ticker symbols E*Trade uses for Equity Options which until
recently has been more of an annoyance rather than a problem:

The standard E*Trade uses for Equity Options ticker symbols is a standard 4
or 5 letter code. E*Trade's ticker symbol for the Altria JAN 30-strike call
is: MOAF
Microsoft, however, uses a slightly different ticker standard: they use the
exact same 4 or 5 letter code but with a "." (dot) preceding it.
Microsoft's version of the Altria JAN 30-strike call is: .MOAF

Effectively, what happens when I download my trades/statement from E*Trade
into MS Money, I get the "MOAF" versions of the tickers. This in and of
itself wouldn't really be a problem, however if I upload my portfolio to MS
Portfolio tracker or use MS Money's daily market data downloads to updates
prices, re-value my portfolio, etc. then MS Money has no idea what security
"MOAF" is and the prices never updates.

Annoying to say the least, but not unsolvable. Up and thru MS Money version
2002, I simply would manually go into each security that I'd downloaded from
E*Trade and manually change the ticker symbol, amending the ".", and
everything was happy.

Up until MS Money 2003. I now have a wonderful new "feature" that doesn't
allow me to change ticker symbols for Equity Options that I've downloaded
from E*Trade. Changing ticker symbols for downloaded options is simply "not
an option". You can't do it.

Though this problem has been annoying me for years I've held off on posting
this plea for help. I've actually spent the last 3 months going thru both
Microsoft (good luck) and my account rep at E*Trade (which seems like the
easier route) to either give me the ability to change option tickers again
(Microsoft) or give me the "correct" ticker symbols in the first place
(E*Trade).

So it's been three months and I'm down to this: . . . "HELP!"

Thanks for any advice,
-Dom
1dyg-02cw[at]spamex.com