Enter or change the asset class of an investment

Money uses the asset class of each investment that you enter in an investment to accurately allocate your assets.

In the Portfolio Manager, for each investment with a corresponding stock symbol, Money automatically downloads the asset class when you update prices online. If Money doesn't recognize the investment or if the investment isn't a stock or mutual fund, you can manually enter the investment's asset class.

Go to the Portfolio Manager.
Click the investment name.
Click More Investment Data, and then click See Details.
Do one of the following:
For stocks, in the Asset class list, choose the asset class of the investment.

- or -

For funds, next to Change asset allocation, click Change, specify how the fund is divided among asset classes, and then click OK.
Click Done.

Notes

If you don't see your investments listed in the Portfolio Manager, click the plus sign (+) next to an account name.
To receive online updates for investment prices and other information, such as asset class, in the left pane under Common tasks, click Update prices, and then click Update prices now.
To override an investment's downloaded asset class, right-click the investment, click Investment Details, and then remove its ticker symbol. Note that you will no longer be able to download current prices or other information for that investment. Because the information Money has on historical returns and risk is based on downloaded asset class information, that data will be inconsistent with the asset allocation you've chosen.