Trying to add Kyndryl to my investments
Bob Ewart
bob-ewart at bobsown.com
Sat Sep 3 02:02:50 BST 2022
On 9/2/22 16:43, Jack via KMyMoney wrote:
> On 9/2/22 16:03, Bob Ewart via KMyMoney wrote:
>> Last November IBM sold off Kyndryl Holdings and gave me some shares
>> in it on 2021-11-08. I got a dividend from them on 2021-11-10. That
>> added the stock to my list of securities but not to the equities for
>> that brokerage when I updated it via importing an ofx file.
> If it added a security, that security had to be related to some
> existing equity. (Note that security account are within a given
> Investment Account an equities are global for KMM, not related to any
> brokerage or other account or institution.) It's possible it will
> take looking into the uncompressed .kmy file for a definitive answer,
> but hopefully we can resolve the issue without needing to do that.
It was added as a result of importing the OFX file from the brokerage
account.
<ACCOUNT type="15" id="A000148" institution="" number=""
lastreconciled="" name="KYNDRYL HOLDINGS INCORP REGISTERE"
opened="2021-11-10" lastmodified="2021-12-15" currency="E000024"
description="" parentaccount="A000082"/>
A000082 is the brokerage account and A000148 is listed as a sub-account.
>>
>> I tried to "add" it to the equities for the brokerage. It asked me
>> if I wanted to use the symbol already on file. I said Yes. The
>> Online Source defaults to Stooq. Clicking on Finish crashed
>> KMyMoney. I changed the online source to Yahoo which was accepted,
>> but didn't show up in the list of equities.
> That crash is a problem, but I'm not certain if it has been reported
> or not - that will take a review of existing bugs. You definitely do
> want to say "yes" to that question. What I don't understand is how
> you can possibly edit a security without it showing up in the list of
> equities. One thing you might try is to edit the name of the
> security. Then you can look for that new name under the equity list.
I did check "yes" to send the report. I did edit the security's name,
but it still isn't showing in the equities list.
>>
>> I tried again saying No I didn't want to reuse the symbol on file and
>> misspelled the name. Still didn't show up in the list of equities.
> Again, if you created a new security, I don't see how it can possible
> not show up on the list of equities. While I don't think it should
> matter, does it show up if you click "Show all accounts" (under the
> View menu?)
I did that and it does not show up as an asset under my broker. Both
names are listed under securities; neither are listed under equities.
>>
>> Any suggestions will be gratefully accepted.
>>
>> --
>> Bob
>
> Let us know if any of these suggestions help.
>
> Jack
>
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