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Can't define asset classes for security - option greyed out

KnnNike

I manually created a security in Quicken, but at the time of creation it only let me choose a single asset class (the security is actually a mixture). Now, when I go in to try to manually define the asset class split, the "Mixture" option is greyed out.

This security is not matched to anything online, nor do I have the "Download Quotes" button checked. Why am I unable to access this option to define a mixture?

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Accepted answers

Bob_L

Is your security type set to mutual fund?

All comments

Bob_L

Is your security type set to mutual fund?

KnnNike

It is now! That did it, thanks :-)

Side note: it's actually an ETF, it would be nice if Quicken added this as a category in a future update

Bob_L

You could create that asset type if you like. Do that from the the Edit Security details screen.

q_lurker

Interesting. I have for a long time had a series of unique (personalized) Security Types (US Equity, Int'l MF, Bond Fund, etc.) that filled gaps I felt Quicken had left open. For all those types, I could specify a Mixture of Asset Classes. It appears Type = Stock is unique in forcing a single asset class on the security. I had not realized that.

[Note that my approach breaks to ability to get M* ratings for securities that are NOT carrying the Quicken "Mutual Fund" type, so it is not an approach I necessarily recommend. There may be a couple of other drawbacks as well that escape my memory circuits right now.]