Retrieve Investment Properties

[marshg246]

Is there any way to retrieve investment properties automatically or at least retrieve a report of the properties of all investments in a portfolio? I'm loooking for things like Large/Small CAP,risk, etc.

[Mark]

Hi marshg246,

We don't have a method for retrieving asset type or investment goal information. If you know of a good source for this information, we would be glad to consider adding it. For now, the best I can suggest is that you can import some security information, which includes "Investment Type" by using "File / Import / Other / Security Properties / Comma Delimited (*.CSV)..." and you can download a CSV file from DST. From within this dialog, press the "Help..." button for more details.