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Date/Time: Mon, 28 Oct 2024 11:18:47 +0000



Post From: Pattern matching for automatic translation of IBKR symbols

[2024-10-10 18:22:04]
John - SC Support - Posts: 35538
In general, you are understanding it correctly. And for most symbols traded on the NASDAQ, updating the ?-NQTV, ??-NQTV, ???-NQTV, ????-NQTV, and ?????-NQTV symbols to have the respective Trade/Quote symbol will work (such as ?-NQTV having a Trade/Quote setting of ?-STK-SMAR-USD).

But for tickers that already have symbol settings established (such as MSFT-NQTV), you would need to update those specific symbol settings such that when switching the symbol to MSFT-NQTV, the Trade and Current Quote Symbol will update as well. In this case, the Trade/Quote symbol entry would be MSFT-STK-SMART-USD (you could use the pattern matching, but you do not need to).

Right now, we just want you to setup the ????-NQTV symbol settings (not the ????+-NQTV, just ????-NQTV) to have the Trade/Quote symbol set to "????-STK-SMART-USD". And then change the symbol to a ticker that does not have a specific symbol already setup (we tested with COST and ADBE earlier today). You will see the settings update properly.

Once you have that one working properly, then move on to the rest.
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