editing investment type does not propagate to all accounts with the same security

Dan Hanger's Avatar

Dan Hanger

18 Jan, 2019 10:53 PM

If I change the type (stock, bond, etc.) in one account and then go to another account with the same security it does not update the type in the other account. If I try to edit the security at the top level (Tools>Securities) it does not provide a way to define the type, so I'm stuck editing the same security in multiple accounts. Am I missing something here?


  1. 1 Posted by Dan Hanger on 18 Jan, 2019 11:01 PM

    Dan Hanger's Avatar

    Well I just went through and changed them all in each account and it didn't take that long, and it's done now. But this seems like a round about way, if I had a lot more securities it would be a real pain.

  2. 2 Posted by dwg on 18 Jan, 2019 11:23 PM

    dwg's Avatar

    I'm fellow user.

    You not missing anything, some things are global some are account centric.

    I think the intent may be to allow for a different level of classification granularity. For example one account may have a real spread across different classes and therefore just calling it stock may suit. In an account containing just stocks you may want to differentiate between small cap, large cap, or even market sectors, e.g utilities, healthcare, finance etc.

  3. 3 Posted by derekkent23 on 19 Jan, 2019 09:14 AM

    derekkent23's Avatar

    I am not support staff, just a user.

    The ability to set Type and Subtype for a Security within an investment account can be vary valuably. In my case I have two investment accounts, one tax free, ISA. Within the tax-free account, I add ISA to the Subtype, for example to give “Pacific Basin ex Japan (ISA)”. In this way in graphs and resorts the same security is identified as being tax free or taxed. Great feature.

  4. System closed this discussion on 20 Apr, 2019 09:20 AM.

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