NASDAQ used to be my best source for finding changed symbols on US securities.
https://www.nasdaq.com/markets/stocks/symbol-change-history.aspx?sortby=OLDSYMBOL&descending=N However, they don't seem to be making that data available any more.

Does anyone have another source (preferably free or at least low cost) for either looking up symbol changes by symbol or a list of symbol changes? Ideally, it should cover all listed and national market symbols.

If not, I'm sure I can get it on Bloomberg. Unfortunately, my nearest Bloomberg terminal isn't real close, so that's not my preferred option.

fyi - https://otce.finra.org/otce/dailyList?viewType=Symbol%2FName%20Changes makes this data available for OTC securities.

Yes, Nasdaq's recent website overhaul has killed a number of features that relied on it (maybe even the static/fundamental providers, not sure yet).

Not sure what you meant exactly when saying "changed symbols" but you can follow the Yahoo provider's Classification Groups. With regard to the U.S. and global markets we follow, the lists are updated there on a regular basis. For U.S. stocks they contain NYSE, NASDAQ, AMEX symbol lists as well as various Russell and S&P indices. The constituent lists are actual and taken from the horse's mouth.

Of course it's not a historical source of changed symbols - one would hardly find it available for free.

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Not sure what you meant exactly when saying "changed symbols"

For example, in March Arsanis, Inc. which traded under the symbol ASNS became X4 Pharmaceuticals, Inc. which trades under the symbol XFOR. Since I've spent a lot of time getting my data clean, I used to simply rename the relevant files Wealth-Lab uses to XFOR.* and continue to update that data instead of having to start all over with new data for XFOR.

QuoteMedia has something close to what I'm looking for https://www.quotemedia.com/portal/quote/?qm_symbol=XFOR%3ANDD. However, you have to type in the old name, rather than just the old symbol. Bloomberg is also an option https://www.bloomberg.com/quote/ASNS:US

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you can follow the Yahoo provider's Classification Groups

Without asking you to give away any secrets, are the Classification Groups available somewhere on the Yahoo website or is this something you create? When I go to https://sg.finance.yahoo.com/quote/%5EGSPC/components/, it says "Components data is not available".

If it's something you do,

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the lists are updated there on a regular basis

Can you give me a feel for when they are updated? It's for a different purpose, but I'd like to know how soon after the beginning of each calendar year these are updated.

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The constituent lists are actual and taken from the horse's mouth

I assume you mean that for the S&P Indexes, the data comes from Standard & Poors, etc.

You have to keep up with it, but this will give you the changes for the last several months.
https://stockcharts.com/freecharts/adjusthist.html#d=other|t=

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I used to simply rename the relevant files Wealth-Lab uses to XFOR.*

Wealth-Lab Pro Fidelity data customers can change the names of symbols in the Data Manager > Fidelity Data view. Just click the symbol in the quarantine list, enter the new symbol, click Change Symbol, and patiently wait until the operation completes.

You need to turn on Symbol Management for the quarantine to populate.

QUOTE:
Without asking you to give away any secrets, are the Classification Groups available somewhere on the Yahoo website or is this something you create?

Yahoo's component lists has proven to be considerably less reliable than one would imagine. They may be inactual, contain wrong constituents or partial lists, not be updated in time, even contain the wrong tickers and so on.

For this reason a solution was created to gather the index/exchange component lists straight from the original source. As it uses different sources it's not limited to polling the websites of global exchanges. A scheduled task updates the lists on a weekly basis.

Until recently it had been querying the Nasdaq website for certain US indices but this had to stop lately with Nasdaq phasing out the valuable service.

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You have to keep up with it, but this will give you the changes for the last several months.
https://stockcharts.com/freecharts/adjusthist.html#d=other|t=

Awesome Cone. That's pretty much what I had to do with the NASDAQ site anyway.

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change the names of symbols in the Data Manager > Fidelity Data view

I assume that only changes the Fidelity data symbols. I have a script written to also change the files for other data providers.

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A scheduled task updates the lists on a weekly basis

Excellent. Can I be even more nosy and ask which day of the week? Every year, I create data sets for the components of the major US indexes as of the first trading day of the year. I've been doing this on a Bloomberg terminal. However, if a can get this through the Yahoo Components (even if it is a couple of days after the beginning of the year), that would make my life a lot easier.

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Can I be even more nosy and ask which day of the week?

Think end of week (it depends). The data is contained in an XML file that powers the Classification Groups and can be found at:

c:\Users\Windows username\AppData\Roaming\Fidelity Investments\WealthLabPro\1.0.0.0\Data\YahooStaticProvider\YahooClassification.xml

That will work.

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data is contained in an XML file

So when I look at the current XML file, it says:

<CG name="S&amp;P 500" id="y590" type="Symbols" func="4" update="2019-09-27T13:54:56.6552333Z" count="500">

I assume that means it was last updated on 2019-09-27.

That's right.

Eugene's bot runs every week on Friday morning, and then I put the classification file together with a manual steps and then upload it. Sometimes I keep up with it weekly, but I look at it more as a bi-weekly task ;)

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I assume that only changes the Fidelity data symbols.

Right. It changes the data files and the symbol itself in the all DataSets where that symbol is found for the Fidelity provider only.

Hi,

I am new to WealthLab pro and trying to understand some nuances of WealthLab pro. Would you please kindly clarify when symbols are added or deleted from a list (suppose Nasdaq composite list which contains 3126 symbols currently), would the change automatically reflect into corresponding dataset I created on the local upon update?

If not, what is the easiest way to keep local symbol list contained in a particular dataset in sync with the symbol list which gets uploaded?

Thanks
Kuntal

Hi Kuntal,

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Would you please kindly clarify when symbols are added or deleted from a list (suppose Nasdaq composite list which contains 3126 symbols currently), would the change automatically reflect into corresponding dataset I created on the local upon update?

In general, the answer is no. The composition of DataSets you create stays intact for almost all Wealth-Lab data providers, built in or downloadable as Extensions.

The only exception I know for sure is our Wealth-Data provider. It's capable of "Auto-update DataSet components" when said checkbox is activated for the DataSet of choice at the time of its creation. Currently, W-D supports auto-updating the Dow 30, Nasdaq 100, S&P 100, S&P 500, and German DAX/MDAX DataSets only.

Another possible exception may be NorgateData but I'm not very familiar with this aspect since it's developed by 3rd party. At least its overview page suggests that it "Automatically maintains Watchlists that are supplied from NDU's Watch List Library".

Thank you Eugine. Question: So the only way to maintain the Dataset components current is to drop the Dataset and recreate it? If I do this, what happens to the "index" which is calculated based on a particular Dataset? That also needs to be recreated?

Assuming the "index" is created with Index-Lab, then it will be recalculated automatically if the DataSet is recreated under the same name. However, there's no need to delete a DataSet to maintain it. See the User Guide > Data > Data Manager > How to: Add Symbols or Modify a DataSet.

Thank you Eugine. Regarding post #11 where Cone mentioned that he updates the classification after your bot finishes the run, does that xml gets updated automatically to our local? Or there is a particular location I need to go to fetch that file?

No, it's not updated automatically. You should update Yahoo's Classification Groups in the New DataSet Wizard manually. See post #8 for the XML file location.

Thanks Eugine. I apologies for not being clear to you. What I meant is that the file your bots update and then Cone uploads it to some location (Post #11). Where does it get uploaded? I would like to download it from that location to keep the classification file updated.

Thanks
Kuntal

Strange question Kuntal. The raw data is not meant to be publicly accessible. But if you do an update of Yahoo Classification Groups you'll have an up-to-date and well formed XML at your disposal (for the location, see post #8). Why not give it a try?

Eugine,

Great, that answers my question!

Thanks
Kuntal

Glad to help.

QUOTE:
You have to keep up with it, but this will give you the changes for the last several months.
https://stockcharts.com/freecharts/adjusthist.html#d=other|t=

Cone:
I think you'll like these sites even better:
https://robinhood.com/us/en/support/articles/360001301006/corporate-actions-tracker/
https://support.tradelogsoftware.com/hc/en-us/articles/360040912134-Corporate-Actions-History-for-2020

Thanks for the links. These are good sources - just not for automation. I have long scripted the scraping of the site which you see as the link in Cone's post #5.