Import investment activities across different exchanges and currencies #1656
jelloc
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Feature Requests
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@jelloc yep, agreed. We definitely need some extra fields here. I'm going to convert this to an issue and add a few details so the community can take a look. |
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Describe the feature
When importing a CSV file of investment activities (buying/selling shares), you can tie a collumn to the Ticker field.
When importing a CSV file of share transactions you should be able to set the following fields:
Why is this feature important?
Ticker symbols aren't unique across all exchanges - for example, ANZ (Australia and New Zealand Banking Group Limited) uses the same ANZ ticker code on both the NZSE and ASX exchanges, but both are different shares with their own pricing and currencies.
If you import in the current state, it can't match the stock correctly so the activity and holdings may not be updated correctly.
Manually adding all transactions as a workaround will work but is time consuming.
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