Money uses the
grouping of investments, based on the total market value of the
company or companies and on the type of investment (stock, bond,
cash, or other).) 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
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.
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
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.