Closed rrelyea closed 9 months ago
Wasn't sure how to fix right away. The problem was:
Possible solutions:
Solution for now: make the issue more discoverable to the user
For now, when a holding has an unknown asset type, a red asterisk will be displayed next to it.
When you select (press or click) a holding with a red asterisk, the user will see a message "Asset type is unknown. Please edit, and choose asset type." At this point, they can click "Edit
Not perfect, but better.
Example RFETX (an American fund that has stocks and bonds