Investment Account Manager Forum

General Category => General Discussion => Topic started by: mopat on July 31, 2019, 01:00:33 PM

Title: Allocation = US Stocks NOT
Post by: mopat on July 31, 2019, 01:00:33 PM

Just started using your software; I did read through your forum pages, but (so far) could not figure out:

All stocks came out as "Asset Class--U.S. Stocks"

       For example:  Accenture ACN, Bank of Nova Scotia BNS, Nestles NSRGY, Telus TU are not US companies; am I missing something?

Title: Re: Allocation = US Stocks NOT
Post by: Forum Administrator on August 06, 2019, 09:23:12 AM

You can define for a stock if it is foreign under the asset library menu | current asset library | select the stock | then the edit tab, to select the check box to classify as 'foreign security'.  If you have any additional questions, please contact our support team directly at techsupport@investmentaccountmanager.com.


Matt