batch updating asset type and sector?

[Bruce]

I have created a sub-portfolio that matches a bond broker. That broker has almost all muni bonds. (plus one ETF and Cash)

Is there a way to highlight those bonds and update their asset type and sector all at once?

[Mark]

Hi Bruce,

When you retrieve asset type/sector information there is a drop-down to select which sub-portfolio to update. So, you can just select this sub-portfolio. I don't expect bonds will update though... Stocks, funds, and ETFs should update, but not bonds.