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Author Topic:   Sorting Symbols by Entity
Ethel Konigsberg
Member
posted 04-19-2005 09:45 AM     Click Here to See the Profile for Ethel Konigsberg   Click Here to Email Ethel Konigsberg     Edit/Delete Message
Is there a way to sort symbols by individual Entities? We have more than 65 Entities and several hundred symbols. It's not possible to correct symbols shown with E53 errors because we may not know what they actually are.

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fni_support
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posted 04-19-2005 04:17 PM     Click Here to See the Profile for fni_support     Edit/Delete Message
One way to sort the symbols by entity is to run the All Marketable Security Data Output
Report in Advanced Reports. Make sure you select family, and investment reports.

This report will show you all the symbols being used by the family; check this list of symbols to the list of symbols in your symbol file in the program folder.

If there are symbols in the sym2.prn file that are not in the All Marketable Security Data Output Report, chances are they should be deleted.

This is the way to sort your symbols by entity.

Matthew

[This message has been edited by fni_support (edited 04-19-2005).]

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