ETF and Mutual Funds.

rrh's Avatar

rrh

31 Mar, 2018 04:28 PM

Suggested changes for setting security Investment types:
Under editing securities you have a TYPE for Stock, Mutual, CD, Bond, Stock Option, and Other.

When setting the type to Mutual you have the following options: None, US Stocks, International, Bond, Balanced/Targeted, Money Market and Exchange Traded Funds.

Exchange Traded Funds should be moved to TYPE (ETF) and given the same Subtype option as MUTUAL

Mutual and ETF Types should have the following Subtypes options: None, US Stocks, International, Bond, Balanced/Targeted, Money Market, Large Cap, Small Cap, Growth, Value, Dividend

The STOCK Type should have the following Subtypes: Large Cap, Small Cap, Growth, Value, Dividend

Thanks for considering my Suggestion.

  1. System closed this discussion on 30 Jun, 2018 04:30 PM.

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