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Can I Add a Delisted Holding to a Portfolio?

To add delisted securities to your portfolio you can do the following:

If you are entering the holdings manually in the Portfolio Editor: search for the delisted security by name or ticker ending in :DL

If you are using an Excel upload sheet: enter the delisted holding ticker ending with a :DL suffix, like FABLX:DL

If you do not see the security within YCharts, it is possible that we do not carry data on it. If we do not carry data and you have historical levels or returns, you can use the Custom Securities tool (Tools > Custom Securities) to create a proxy security that can be used in the delisted security's place

 

You can see more detail on the Custom Securities tool on the page linked here.