Fund Manager
PORTFOLIO MANAGEMENT SOFTWARE
Contact Us

Assets without Symbols

General questions about using Fund Manager that do not fit into any other forum.

Postby sbfree » Wed Dec 23, 2020 6:18 am

Any suggestions on what to put in the symbol field for assets that do not have symbols? I made the mistake of applying a sector type to all assets with the same symbol when there was no symbol and ended up with other assets lumped in that did not have symbols.

As an example real property and annuities don't have symbols, can I just make one for them so they are unique?

Thanks in advance
sb
sbfree
 
Posts: 60
Joined: Wed Feb 17, 2016 6:51 am

Postby Mark » Wed Dec 23, 2020 9:51 am

Hi sb,

Yes, you can make up any symbol you want. Generally it is a good idea to give unique holdings their own symbol.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
Site Admin
 
Posts: 11253
Joined: Thu Oct 25, 2007 2:24 pm
Location: Chandler, AZ


Return to General

Who is online

Users browsing this forum: No registered users and 13 guests

FundManagerSoftware.com | Search | Site Map | About Us | Privacy Policy
Copyright © 1993-2024 Beiley Software, Inc. All rights reserved.
cron