WIN 2018 I already have a Portfolio populated. I want to add new investments segregated by Asset Cl
Adding new investment in a sperate Style class, Bond, EFT, Large ,Medium. and so on. There is a way to do that when setting up a new Account, and it only gives you a minimum assortment. I download my investments through Fidelity. Problem here They do not group by asset class. One line could be a EFT and the next a Bond, etc
This discussion has been closed.