Investment Types

Doug's Avatar


24 Apr, 2009 02:08 AM

Currently when I add an investment there is a type dropdown that allows me to select Stock, CD, Mutual Fund, Bond, and Stock Option. I like to try and maintain a balanced portfolio of different types of mutual funds, such as Large Cap Growth, Large Cap Value, etc. Is there a way to customize that list to include such categories so I could see a pie chart on each Porfolio View?

  1. 1 Posted by Brian Adler on 30 Apr, 2009 04:47 AM

    Brian Adler's Avatar

    Doug, There is no way to do this currently. However, we agree this would be useful and can implement the ability to customize security types in a future release of Moneydance.

  2. Brian Adler closed this discussion on 30 Apr, 2009 04:47 AM.

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