tag:infinitekind.tenderapp.com,2009-01-14:/discussions/investments/4695-security-types-and-subtypesInfinite Kind: Discussion 2020-01-24T09:30:24Ztag:infinitekind.tenderapp.com,2009-01-14:Comment/477673272019-10-25T03:15:26Z2019-10-25T03:15:29ZSecurity Types and Subtypes<div><p>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?</p></div>Melissa O Aboitiztag:infinitekind.tenderapp.com,2009-01-14:Comment/477673272019-10-25T09:26:41Z2019-10-25T09:26:41ZSecurity Types and Subtypes<div><p>I am not support staff, just a user.<br>
Hi Melissa</p>
<p>There are many users including myself were this would be a disadvantage.<br>
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.<br>
Other users may well use the flexibility that setting different types allows.</p>
<p>Hope this helps.</p></div>derekkent23