Data Manager: Symbol lookup not working well

There are 2 places where symbol lookup really doesn't work well:



1. The symbol filter of the main grid at the bottom half of the screen
It would be much more effective if the filter does a "Starts With" rather than "Contains". Now when I type "V" or "MA" for Visa and Mastercard, hundreds of symbols are returned which really doesn't make sense at all. I imagine most people would enter MS... to search for MSFT rather than typing SF or FT... 


2. The list of symbols to import when adding new symbols
The popup dialog guides us to enter symbols separated by commas... well if you try more than 5 symbols you end up with hundreds to search from. For example: ABT, ACN, ADP, MA, V, BAC.... you can see that it's pretty crazy. The matching here should really be "Exact" match. I would think most people would type in full symbols here rather than some wildcard search.


Thanks


Kim



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  • Votes +2
  • Project StrategyQuant X
  • Type Bug
  • Status New
  • Priority Normal

History

LL
#1

kim@myfamilylink.net

02.02.2024 14:15

Task created

LL
#2

kim@myfamilylink.net

14.02.2024 09:31
Do we have any updates on this task?
E
#3

Emmanuel

25.02.2024 12:56
Voted for this task.
LL
#4

kim@myfamilylink.net

30.03.2024 10:22
Voted for this task.

Votes: +2

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