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Custom Output Symbol
Custom Output Symbol lets you enter a symbol for a security that will be used in the trade files for the selected trade file group. This custom symbol will be used instead of the symbol used in Tamarac Trading. This is used primarily when your custodian or portfolio accounting system (PAS) uses a different symbol than what is used in Tamarac Trading.
Tamarac Trading uses the symbol BRK/B for Berkshire Hathaway while your custodian recognizes BRK-B for trading Berkshire Hathaway.
Using the Custom output symbol field, you can select BRK/B and add the custom output symbol of BRK-B. The security will now appear in trade files as BRK-B.
For more information on security settings for trade file groups, see Trade File Group Settings.
For more information on maintaining your securities, see Add and Maintain Securities.