PortfoliosLab logoPortfoliosLab logo

Unknown symbols in transactional portfolio

E
EGJune 22, 24 | Posted in Help

I imported my latest trades in a transactional portfolio, saved it and now the portfolio is broken with the following message:

"We cannot calculate this portfolio as it contains unknown symbols. Some of this portfolio's assets were probably delisted, acquired, or went bankrupt."

It is entirely unhelpful to now know which symbol is causing this.

2 comments

Sort by

E
EGJune 22, 24

Never mind, found them in the positions list in red, had to scroll down.

I am missing CH1110760852 from the database.

Also, the import from CSV feature really needs a manual cleanup step where unknown symbols are resolved.

DS
Alright, good you've found what was causing the problem. I've also added the missing symbol to the database: PPGN.SW

Category
Help

Views
71