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Changing Tickers

To change one or more ticker symbols or stock/option/future descriptions:

 

  1. Find all trade records with the ticker you wish to change by using the Find, Ticker command.

     

  2. Select all records you wish to change.   See instructions for selecting a single record or multiple records or select all records.

     

  3. Click Edit, Change Ticker (or use the <F3> keyboard shortcut key).  

     

  4. In the Select Ticker field, enter the current ticker you wish to change, or use the dropdown menu provided to select the current ticker.

     

  5. In the Enter New Ticker field, enter the ticker symbol you wish to change the selected records to.

     

  6. Click the OK button.  

     

  7. A Confirm popup window will appear, asking "Rematch and renumber all trades?".

     

  8. Click YES to rematch, NO to cancel.

     

  9. If you selected YES, TradeLog® will change the ticker symbol for all selected trades, and re-sort, re-match and renumber your trades using strict FIFO trade matching.

     

  10. A second Confirm popup window will appear, asking "Save your changes?"

     

  11. Click YES to save, NO to cancel

     

You can also change part of a ticker such as changing part of an option symbol.

Procedure:

  1. Select the records you wish to change

               

  2. Hit F3 - Edit, Change Ticker

               

  3. Insert the text you wish to replace in the select ticker box (i.e.: 30)

                 

  4. Insert the new text in the enter new ticker box (i.e.: 3 This will only change the text "30" wherever it appears within the ticker field to "15")

Examples:

Change "QQQ DEC04 30 PUT" to "QQQQ DEC04 30 PUT" <-- change just the QQQ part to QQQQ Change "QQQ DEC04 30 PUT" to "QQQ DEC04 15 PUT" <-- change the strike price from 30 to 15 - useful when stock splits.