@Charles, thanks. Here is my experience after the latest MFO Premium update.
Background - Yesterday (3/24/24), I had manually changed all old TIAA/CREF IF-xxxx tickers to Qxxxxx except the 2 residuals QCBMP (CREF Bond R2) and IF-SMZQ (TIAA REA).
Today (3/2
5/24):
1. It required a MANUAL change of QCBMP (CREF Bond R2) to QCBMPX. But on Save, it also AUTO-changed all references of old IF-SMZQ (TIAA REA) to new QREARX. So, the AUTO-substitution logic for old TIAA/CREF IF-xxxx to new Qxxxxx seems to be working.
But users should be aware that a WARNING screen may open up listing all affected saved portfolio by the update that will be overwritten and the choices are to Overwrite or Cancel. Users may be surprised by this (especially for their saved portfolios that they didn't touch) but should select Overwrite option.
Portfolios and Multisearch just won't run now with old IF-xxxx tickers (a lone exception is IF-BZKF for CREF Equity Index, but its Qxxxxx tickers transitioned fine). The changes aren't dynamic or real-time, but one-time to Overwrite.
2. As for the minor issue with trying to run several classes (R3, R2, R1) of CREF Stock - QCSTIX QCSTPX QCSTRX, it's the same and I understand
@Charles' explanation:
It runs under Portfolio.
It doesn't run under Watchlist default (with Basic Info).
It runs under Watchlist with ALL Classes checked in More Basic Info.
3. I will look around for OTHER Qxxxxx tickers. Many are recognized by Yahoo Finance, M* Investor, Nasdaq, Stockcharts (few), but one has to know them. Not all VAs have Qxxxxx tickers. I don't know if Nasdaq would provide a list of all supported 6-character Qxxxxx tickers.
Of course, Multisearch pulls up VAs with IF-xxxx tickers from Fidelity, Transamerica, T Rowe Price, Vanguard, etc (and of course, TIAA/CREF, but that is done now), but I don't see an easy way to find which have Qxxxxx tickers. Reverse lookup from Qxxxxx to VA Names to IF-xxxx seems a manually laborious process. I think only Lipper may do something about this if/when it upgrades its system to recognize the 6-character Qxxxxx tickers.