May 30 2021 10:39 AM
Hello so I have an investment portfolio with like stocks. When I input one of my Index funds it shows up as #FIELD! in the industry. How can I get the industry for a index fun to show up as index fund? In my ledger it shows up fine and can find the stock symbol and stock information.
May 30 2021 12:50 PM
May 30 2021 02:13 PM
Thanks for supplying that key bit of information. I assume then, that you're asking in part about Excel's STOCKHISTORY or some comparable function that retrieves various bits of info about funds and stocks based on their symbols.
SWPPX is Schwab's index fund based on the S&P 500
There are at least five index funds or ETFs based on the S&P 500, and at least in my experiment just now, only one of those elicits info from the STOCKHISTORY function. That one is SPY. SWPPX returns #NA
Here, from Investopedia, are the top five such funds.
For more information from Investopedia, here's a link: https://www.investopedia.com/articles/markets/101415/4-best-sp-500-index-funds.asp
I suspect that the problem is the redundancy in that realm of index funds. Is it at all possible for your purposes to use SPY in your portfolio tracking sheet?
May 30 2021 02:38 PM