Security Types and Subtypes

Melissa O Aboitiz's Avatar

Melissa O Aboitiz

25 Oct, 2019 03:15 AM

When I add a security from the Tools menu, it does not provide for adding the type and subtype. I have to add the subtype and type when I add the security to the Investment Account. Would it not make more sense to do this from the main securities page?

  1. 1 Posted by derekkent23 on 25 Oct, 2019 09:26 AM

    derekkent23's Avatar

    I am not support staff, just a user.
    Hi Melissa

    There are many users including myself were this would be a disadvantage.
    I hold two investment accounts, one taxed, one untaxed. These accounts hold many of the same securities. Being able to set different Subtype’s allows me to differentiate the security as a taxed or non-taxed holdings. In reports these are splits into two sections which would not possible if I could only set one subtype per security.
    Other users may well use the flexibility that setting different types allows.

    Hope this helps.

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