Continuing my evaluation and a new problem...
The thread http://fundmanagersoftware.com/forum/vi ... mbol#p7424 discusses some issues with preferred stocks.
The recommendation was to use the Yahoo symbol (example PRE_PD) as the symbol so you can get quotes. The thread said that transactions are matched by CUSIP, so updating transactions from a broker will apparently work. (I haven't yet tested this)
What I have discovered is that reconciliation is based on symbol. Schwab uses PRE+D as the symbol for the above preferred stock and does not reconcile with the position with symbol PRE_PD.
Is it possible to make things work for quotes, reconciliation, and transaction updates? If not, what are best practices here?