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Use a custom symbol when FundStat cannot find the asset you want to book, but you still want to keep transactions for it inside the portfolio.
A custom symbol is your own private symbol definition. It can be used for private assets, broker-specific instruments, or regular exchange-traded assets that are simply missing from FundStat search.
A custom symbol can stay fully manual or use a Yahoo Finance quote only as a reference point for a regular listed stock.
A Yahoo Finance quote URL is optional. FundStat uses it as a reference point to identify the stock symbol and its available end-of-day close.
After creating the symbol on the Custom Symbols page, you do not pick it from the normal symbol search list.
Our Discord server is FundStat’s main support channel, including help with individual cases. It’s usually the fastest way to get a reply.
You can also email us at contact@fundstat.pl.