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Option Symbol from Schwab

Questions about updating prices or transactions in Fund Manager

Postby Ilikemybu » Tue Mar 26, 2024 8:00 am

Hi Mark,

It seems the symbol for options as downloaded from Schwab, has 3 spaces after the underlying equity symbol, for example "JPM 240719C00220000". Anyway to address this?

thx Dave
Ilikemybu
 
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Postby Mark » Tue Mar 26, 2024 9:29 am

Hi Dave,

Is the issue you're asking about that Yahoo's symbols don't have this space, and you want them to be the same (without you having to manually change them), so you can retrieve pricing for these from Yahoo? If so, this should work as is today. When retrieving prices from Yahoo, FM will remove any spaces from the symbol before making the request from Yahoo. So, it is fine to leave the space in the symbol. You can edit it if you'd like, but it isn't necessary.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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Postby Ilikemybu » Wed Mar 27, 2024 5:03 am

I didn't think it retrieved prices until I removed the spaces. JPM 240719C00220000. Other ones seem to work with the spaces but not this one.
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