Mass change of asset classes

IanFrost Member ✭✭
edited May 2023 in Investing (Windows)
I have many funds that all need to have the same Asset Class. Is there a way to do a mass change of asset class for many securities?


  • q_lurker
    q_lurker SuperUser ✭✭✭✭✭

    No way to mass change asset class.

  • road50runr
    road50runr Member

    I need this also for tax reporting. Index funds: trade with section 1256 reporting. Other options and stocks can stay unclassified. Any hope for this?

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