A security in my portfolio shows the wrong ticker or isn't being recognized correctly. What do I do?
This can happen when a security has an uncommon ticker, is a proprietary fund, or isn't in our standard database. Here's how to fix it:
Option 1 - Add a proxy security: If the ticker isn't recognized but has a similar equivalent:
- Go to the Details page
- Find the unrecognized security and click the edit icon on the right
- Check the "Use proxy security instead" box
- Search for a similar ticker (e.g. use VOO as a proxy for a proprietary S&P 500 fund)
- Click Save - the system will now use the proxy's data for analysis and recommendations
Option 2 - Add as a custom security: If there's no equivalent proxy:
- Go to the Track page and click "Add an asset"
- Click the Securities row → "Enter or copy/paste securities"
- Type the name and choose "Custom security" from the dropdown
- Enter the asset class, value, and expected return manually
Option 3 - Contact support
If you believe a ticker is incorrectly mapped in our system, let us know at support@portfoliopilot.com - we review and update our security database regularly.
For a full walkthrough of custom and proxy securities, see our tutorial: Customization Features Tutorial
