tag:infinitekind.tenderapp.com,2009-01-14:/discussions/investments/449-entering-investment-certificates-gics-cdsInfinite Kind: Discussion 2016-03-19T05:09:39Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/382801612015-10-23T16:45:52Z2015-10-23T16:45:53ZEntering investment certificates (GIC's).. CD's?<div><p>If I have each GIC as a separate investment account, where do I
put the interest rate and the maturity date?</p></div>Christinetag:infinitekind.tenderapp.com,2009-01-14:Comment/382801612015-10-23T16:54:00Z2015-10-23T16:54:02ZEntering investment certificates (GIC's).. CD's?<div><p>Do I need to add anything in the transaction fields? Or only
after the GIC matures?</p></div>Christinetag:infinitekind.tenderapp.com,2009-01-14:Comment/382801612015-10-23T21:09:33Z2015-10-23T21:09:33ZEntering investment certificates (GIC's).. CD's?<div><p>I have limited experience with GIC's so if I make a wrong
assumption please let me know.</p>
<p>Each financial institution that holds GIC's should be listed as
an account. If the GIC's are the same you can list them as the same
security, if they are different you can set them up as separate
sensitivities.. I would set them up as bonds, face value of $1,
with the GIC maturity date , and return rate as apr. You can name
the bonds what you wish. You can use the account number and
hyphenate with number or letter to differentiate.</p>
<p>The buy transaction would be share price of $1 and share count
equal to the value of the GIC. This make rolling over interest
easy, as you would first make a miscinc transaction for the
interest then do a buy transaction for the number of shares equal
to the interest.</p>
<p>If this doesn't fit the GIC's please let me now and please be
specific and I will help figure out a way to enter them into
MD.</p>
<p>Tom Freeman<br>
Infinite Kind Support</p></div>Tom Freeman