Investment properties

[bill1915]

Mark:

Is it possible, under IP tab to have multiple descriptions for one stock, yet have it only appear once? For example, could BCE be Telecom for 50% and International for 50%, and not mess up the totals?

Hope I'm making myself clear...

bill

[Mark]

Hi Bill,

Yes, you can do this. An investment can belong to multiple asset types and investment goals, but the total assigned percentages must add up to 100%. When you report by asset type or investment goal, the assigned percentage will be correctly used, and your totals will be correct.