Investment Properties - General Dialog

This dialog is available by right mouse clicking on any investment in the Portfolio Editor, and choosing Properties... from the popup menu. It is also available by right mouse clicking on any investment in the Graph or a Report window, and choosing Investment Properties... from the popup menu.

Name	The name assigned to this investment.
Symbol	The symbol assigned to this investment. (It is important for the correct symbol to be entered when retrieving or importing prices.)
Currency	Indicates the currency assigned to this investment.
Type	Indicates the investment type. For control over how to record transactions for this investment see Investment Properties - Other Dialog. The investment type labels and display order can be set in the Investment Type Options Dialog. The following default investment types are available Cash (A money market or any other cash account) Treasury Bill Annuity Bond No-Load Mutual Fund (A mutual fund that doesn't charge a fee for purchases or redemptions) Loaded Mutual Fund (A mutual fund that does charge a fee for purchases or redemptions) Stock Exchange Traded Fund Option Future Other Exchange Rate (An investment used to track the exchange rate between different currencies) Index (An investment for tracking indices, such as the S & P 500) User-defined 1-12 (12 other investment types that can be used for whatever you prefer)
Description	Optional description of this investment. This field can include URLs, such as https://www.fundmanagersoftware.com or file://<Path to local file> or mailto:johnsmith@yahoo.com which will be automatically hyperlinked so you can open the URL target by double clicking on the link.
Account Number	Optionally enter the account number for this investment
CUSIP (or ISIN)	Optionally enter the CUSIP or ISIN number for this investment. This is utilized for matching transactions retrieved from your broker or mutual fund company with your current investments. Many broker/dealer interfaces also utilize this for matching transactions with investments.
View in Symbol List...	Opens the Symbol List Dialog with this investment's symbol selected. Before opening the Symbol List Dialog, any outstanding changes in the Investment Properties Dialog are applied, and then the Investment Properties Dialog box is closed. This button is only available in the Advisor version, as the Symbol List Dialog is an Advisor only feature.

See Also