Improved dividend handling to include ticker symbol. I tried this before and something didn't work, but now it seems to work. It could have been the position changes, i.e. a missing position breaks everything else. I also found 2 new events: Qualified Dividend and Foreign Tax Paid. I map the former to the dividend handler and the latter to the foreign handler. Foreign Tax Paid always has the ticker unlike the prior, so I modified the routine to utilize the ticker and be more aggressive to try to figure out the ticker in the cases where it is missing, i.e. rip it from the description. I also changed the tag to INVEXPENSE because the INCOME tag would resolve to a Withdrawal without an associated ticker in SEE Finance, whereas INVEXPENSE does the better thing of keeping the ticker associated.
a12b20dEric Wing24mo ago