Investment Properties - General Dialog

This dialog is available by right mouse clicking on any investment in the Portfolio Editor, and choosing Properties... from the popup menu. It is also available by right mouse clicking on any investment in the Graph or a Report window, and choosing Investment Properties... from the popup menu.

Name	The name assigned to this investment.
Symbol	The symbol assigned to this investment. (It is important for the correct symbol to be entered when retrieving or importing prices.)
Currency	Indicates the currency assigned to this investment.
Type	Indicates the investment type. For control over how to record transactions for this investment see Investment Properties - Other Dialog. The following investment types are available No-Load Mutual Fund: A mutual fund that doesn't charge a fee for purchases or redemptions. Loaded Mutual Fund: A mutual fund that does charge a fee for purchases or redemptions. Stock: Any stock investment. Bond: Any bond investment. Cash: A money market or any other cash account. Index: An investment for tracking indices, such as the S & P 500. Option: Stock option investments. Exchange Rate: Investments to be assigned as currency exchange rates.
Description	Optional description of this investment
Account Number	Optionally enter the account number for this investment
CUSIP (or ISIN)	Optionally enter the CUSIP or ISIN number for this investment. This is utilized for matching transactions retrieved from your broker or mutual fund company with your current investments. Many broker/dealer interfaces also utilize this for matching transactions with investments.

See Also