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.

  1. Go to the Portfolio Manager.
  2. Click the investment name.
  3. Click More Investment Data, and then click See Details.
  4. 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.

  5. Click Done.