Can I add my own asset class, such as Savings account / GIC?
Where to find it: ACCOUNTS and INVESTMENTS → Edit Investments → investment properties; Edit Allocation
MRA uses a predefined set of asset types and geographic locations. You can name an account or investment to identify it, but that does not create a new asset class for allocation reports or rebalancing.
Enter a savings balance as Cash or as an appropriate cash investment. Enter a GIC using GIC, Bond or Term Deposit; its allocation is Fixed Income. Cash and equivalents and Fixed Income are separate existing asset types, so a combined Savings account / GIC class is not needed to enter those holdings.
If an existing class is missing from an account’s target-allocation screen, first add a holding that represents that class. It can have zero market value. Then return to Edit Allocation to set its target percentage. The target percentages for the whole account must total 100%.
For a fund containing several classes, select its applicable asset types and complete the internal allocation proportions. See account asset allocation Help.