Ticker Metadata is the ticker-reference library. Profiles contain details, not prices: name, category, expense ratio, and ratings. Daily price history downloads separately (Update prices).
Find first, then drill in
The master list deliberately starts with Essentials: ticker, name, security type, effective price source and stored-history coverage. Ticker and name keep useful width, so a long CD or fixed-income identity does not turn one record into a five-line row. Select Classification or Fund data above the list when you need to compare those fields across records.
Choose a ticker or press Details to open its full read-only record:
price-source and coverage facts, every classification field, costs, broker
availability and ratings. Edit metadata hands the same record to the
editor; manual splits and the individual Yahoo profile fetch remain there for
ordinary market symbols. A TSP:* record instead shows its official source as
locked and offers no Yahoo profile action.
The list is paged 25 rows at a time while search and sorting still cover the
full library. That keeps a large universe practical by keyboard without hiding
records. Focus the named results region and use Left/Right to reach clipped
columns. Each row's visible Details control is the one keyboard action stop;
press Down or Up there to open the same overflow menu that keeps price history,
edit and confirmed Delete discoverable without filling every row with icons.
Page actions are grouped by consequence: Profiles, Prices & history and Edit & add. Whole-universe actions stay in those groups. Selection actions are different: they appear in a highlighted bar only after you select one or more rows, name the exact count, and include an explicit Clear selection action. Select all visible tickers applies to the current page only; selections remain counted when you move between pages.
The two bulk downloads
Download all under Profiles fetches details; Rebuild all under Prices & history clears and re-downloads closes for tickers that already have stored history. Both run deliberately one ticker at a time and both are recoverable: failures stay listed (and selected) so Retry these re-runs just the stragglers. A failure is usually a temporary rate limit, not a bad symbol. Selecting rows exposes the same two operations for only that selection.
Rows worth understanding
- Import stubs (highlighted, sorted to the top) are tickers created by a CSV import with no profile yet. Download missing profiles fills them from the feed.
- Skip DL tickers are never downloaded. The flag means "no usable feed exists" (a fund held under a CUSIP, a delisted symbol). Their positions are valued from their own transaction prices; the flag does not make them cash. Cash and money-market tickers carry a local $1 history instead, which is why their price dates never flag as stale.
- TSP official tickers are a separate case: their reserved
TSP:*symbols always use the official TSP history feed. The editor cannot change that source or turn on Skip DL, and neither Yahoo nor Tiingo receives the symbol. - A ⚠ in Classification means the feed's category and Morningstar's disagree. Hover to see both; the detail drawer spells the mismatch out.
- Category is the string both slices and the Screener match against, so correcting it here changes what the Screener's Same category universe finds.
- Sector is the stock-side equivalent of Category: the feed returns a category for funds and a sector for individual stocks, never both. Hover a sector to see the narrower industry beneath it. Both are free text in the editor, but a re-fetch prefers what the feed says. Your typed value survives only where the feed has nothing of its own to offer.
The per-ticker editor holds the levers with consequences: the price-source pin, the expense-ratio units, and manual splits. The price-history viewer shows the adjusted vs. raw series behind every return.
You can open Price history even when a ticker has no stored closes. The empty drawer then gives one safe, ticker-specific next step: build local $1 history for a cash-like ticker, download an official TSP series, or rebuild from that ticker's configured Tiingo/Yahoo source. If the ticker is marked Skip DL, it opens that ticker's editor instead. A missing Tiingo key, disabled Yahoo consent, unreadable source setup, or expired trial routes to the exact Settings prerequisite. The drawer stays open across that navigation so Back returns to the same ticker; no recovery action changes provider consent or rebuilds the whole library.
Fetching an individual stock's profile also stores its core stats: market cap, P/E, dividend yield and rate, beta, the 52-week range, and the next earnings date. This requires no extra download. They aren't form fields; they show up on Holdings and behind the Dashboard's Stock Monitor, stamped with the date they were fetched.
A fetch will not turn a fund into a stock. The feed sometimes answers for a newly listed ETF as though it were a company, with no category, no expense ratio, type "equity". Anything the app already knows is a fund, because it carries a category or an expense ratio, keeps its type through a fetch like that, and a fund mis-typed as Stock by an earlier fetch is repaired by the next one. Correcting Security type by hand therefore sticks. For a real company you want typed Stock, clear its Category first, since that field is what marks it as a fund.