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Asset type & sector retieval
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FYI, just discovered that the investment properties "type" must be correct for internet retrieval of asset types and sectors. For example: I download transactions from Interactive brokers and it assigns ETFs "type" as a stock - in the past this was not a problem, but now you must go to properties and change type to "Exchange Traded Fund" or the retrievals will end up as "uncategorized". Hope this will save others a little time and frustration. Thanks for all your excellent work!! Bill
Bill
Hi Bill,
Good tip, thanks for sharing.
2 posts
• Page 1 of 1
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