tag:infinitekind.tenderapp.com,2009-01-14:/discussions/investments/1583-security-attributesInfinite Kind: Discussion 2017-07-15T08:10:23Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/423576382017-04-15T08:03:41Z2017-04-15T08:03:41ZSecurity attributes<div><p>For me the ability to set subtypes within an investment accounts is important. I have two accounts, one is tax exempt, and the other I pay tax on. In the UK, each year you get a tax free allowance called an ISA (Individual Savings Accounts). I use this allowance to purchase Securities. For example I might purchase shares in say “BlackRock Continental European Tracker Class H Acc”. Some of these shares would be within an ISA. In the tax free investment account this Mutual fund would have a subtype of “Europe ex UK (ISA)”. In the taxed investment account this Mutual fund would have a subtype of “Europe ex UK”. Thus when I use reports, for example “Asset Allocation” I get a clear breakdown of the type and subtype, the tax free subtype ending in (ISA).</p>
<p>See below</p></div>derekkent23