Change Investment "SecType"

Bob Crocker's Avatar

Bob Crocker

23 Jan, 2022 03:26 PM

Can you add new "SecType" definitions?

  1. 1 Posted by derekkent23 on 23 Jan, 2022 05:33 PM

    derekkent23's Avatar

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

    Yes you can see https://infinitekind.tenderapp.com/kb/investment-accounts/security-...

    Hope this helps

  2. 2 Posted by Bob Crocker on 24 Jan, 2022 10:00 AM

    Bob Crocker's Avatar

    Thank you, but it was not “Subtype” but “Type” that I wanted to be able to
    be able to add more choice to. Referred to as “SecType” in MoneyDance
    Investment Reports.

    My reason is to enable easier analysis or breakdown of different types of
    investment and categories.

    At present Investment Trusts, ETF’s, Funds, etc. all seem to come together
    under the heading “Mutual”. They can then be further subdivided through
    “Subtype” or in Investment Reports “SecSubType”

    What I would like to be able to do is have the choice of Investment Trust,
    Exchange Traded Fund, Fund, etc. added to “Type” alongside Stock, CD
    (whatever that is), Mutual, etc.

    Then I could put investment categories into “Subtype” such as those used by
    Morningstar, FT, or even my own invention. This would help for Portfolio
    diversification into sectors or categories which is not so easily done if
    your portfolio is spread through different brokers or accounts.

    Ideally I would have a third subdivision but that might be asking too much.
    Since two are already provided all that is needed is to be able to add user
    input to both of them.

    However, it may be that there is a good reason why one cannot change “Type”
    (“SecType”) that I have not picked up on.

    Regards

    Bob

  3. 3 Posted by Bob Crocker on 01 Feb, 2022 02:53 PM

    Bob Crocker's Avatar

    Hi Derek,

    So would I be right in thinking that one cannot add new definitions to
    Security "Type" beyond the 6 in the drop down?

    Regards
    Bob

  4. 4 Posted by derekkent23 on 01 Feb, 2022 03:02 PM

    derekkent23's Avatar

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

    That's correct, you cant add any new Security Types only Sub-Types to a Security Type.

  5. System closed this discussion on 03 May, 2022 03:10 PM.

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