Import Asset Type and Investment Goal Categories

These dialogs are available from the File / Import / Other / Asset Type... and File / Import / Other / Investment Goal... menu commands.

Use these import commands to update the asset type and investment goal allocations for investments in the specified portfolio. The import file is a tab (*.TXT) or comma (*.CSV) delimited file that has the symbol as the first field, and then up to 25 integer values. Each value is a percentage to allocate to that asset type or investment goal category for all investments with this symbol. All the integer values must add up to 100 for each symbol. For example:

INTC,0,0,0,0,50,10,40

JANSX,10,10,10,10,15,15,0,0,30

LVLT,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,0,100

It is not required to specify all 25 values. Any additional values past 25 will be ignored. The asset type and investment goal categories are assigned in the same order as displayed in the Investment Properties / Asset Type and Investment Goal dialogs. To define your category labels use the Category Labels Dialog.

Usage Tip: To create an initial import file, first use the "export" command. See the menu commands: File / Export / Other / Asset Type... or File / Export / Other / Investment Goal.... You can then modify this exported file, and import it to quickly update all investments with the desired asset or goal allocations.

See Also