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Asset Type and Sector for Bonds

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

Postby Ilikemybu » Mon Jan 25, 2021 7:35 am

Is it right that bonds will not update Asset Type or Sector when downloading this for portfolio, is there a way to autopopulate?
Ilikemybu
 
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Postby Mark » Mon Jan 25, 2021 12:12 pm

Yes, that is correct. Only stocks, funds, and ETF investment types can have their asset type and sectors automatically retrieved. For others you would need to manually assign them.
Thanks,
Mark
Fund Manager - Portfolio Management Software
Mark
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