Mass change of asset classes

IanFrost Quicken Windows Subscription Member ✭✭

March 2023 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?

Tagged:

• Investments

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Comments

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  q_lurker Quicken Windows Subscription SuperUser ✭✭✭✭✭

  March 2023

  No way to mass change asset class.

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  road50runr Quicken Windows Subscription Member

  April 2023

  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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