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Security Type---

Gary R

How would you classify an ETF? Would you put it under mutual funds or Stocks in the Security Type.

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Accepted answers

bmciance

I always had them as stocks even though they technically are mutual funds. Since I download from my brokers I am pretty sure they automatically were classified this way.

Rocket J Squirrel

ETFs are more like stocks than mutual funds, since the price varies during each day's trading session. I buy and sell them using limit orders, which you can't do with mutual funds.

I created some new Security Types for Bond ETF and Stock ETF. Quicken doesn't care. The advantage to not using the Stock security type is that I can set or download the asset mixtures.

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bmciance

I always had them as stocks even though they technically are mutual funds. Since I download from my brokers I am pretty sure they automatically were classified this way.

Gary R

Appreciate your prompt reply. Actually, Quicken treated them under OTHER in the Security window. They were also showing up Other in the Asset allocation report.

Rocket J Squirrel

ETFs are more like stocks than mutual funds, since the price varies during each day's trading session. I buy and sell them using limit orders, which you can't do with mutual funds.

I created some new Security Types for Bond ETF and Stock ETF. Quicken doesn't care. The advantage to not using the Stock security type is that I can set or download the asset mixtures.

Gary R

OMG
I didn't realize that we can set up out own security types. I just added ETF's and works perfectly. It didn't even change any of the asset mix which is good.
Thank you so much-----

Gary R

Just wanted to say that you guys are awesome and provide a great resource. You just made my life so much easier with your replies. I can't thank you enough.