Changing Tickers

 
To change one or more ticker symbols or stock/option/future descriptions:
 
 
  1. Find all trade records with the ticker you wish to change by using the Find, Ticker command.
     
  2. Select all records you wish to change. See instructions for selecting a single record or multiple records or select all records.
     
  3. Click Edit, Change Ticker (or use the F3 keyboard shortcut key). 
     
  4. In the Select Ticker field, the current ticker you wish to change should be displayed. If not click the drop down button to select a ticker.
     
  5. In the Enter New Ticker field, enter the ticker symbol you wish to change the selected records to.
     
  6. Click the OK button. 
     
  7. A Confirm popup window will appear, asking "Rematch and renumber all trades?".
     
  8. Click YES to rematch, NO to cancel.
     
  9. If you selected YES, TradeLog will change the ticker symbol for all selected trades, and re-sort, re-match and renumber your trades using strict FIFO trade matching.
     
  10. A second Confirm popup window will appear, asking "Save your changes?"
     
  11. Click YES to save, NO to cancel
 
Note: You can also change select parts of a ticker such as changing part of an option symbol.
 
Examples: Change "AAPL DEC09 230 PUT" to "AAPL DEC09 245 PUT" <-- change just the 230 part to 245