Why You Might Edit It
Occasionally a holding arrives with the wrong sector or industry. Updating the classification ensures your reports, filters and groupings reflect reality.
Before You Start
Classification applies to this holding only. It will not change any other holding of the same code.
Updating classification affects report grouping and filters, not performance or CGT calculations.
Steps
Open the Holding
Go to your portfolio, select the holding, then open the Settings tab.
Choose A Classification
In Classification, open the menu and pick the correct sector or industry.
Save
Click Save. Your holding will now appear under the new group in reports and filters.
Where You’ll See The Change
Performance and activity reports that group by Sector or Industry
Filters on holdings and reports that use Classification
Tips For Clean Reporting
Stay consistent. Use the same sector or industry across all holdings of the same type.
Double-check ETFs and stapled securities. Providers may label these differently. Pick the group that best reflects how you want to view results.
Document your rule. Add a short note on the holding explaining why you chose a specific category. Future you will thank you.
FAQs
Does this change tax outcomes?
No. Classification is for grouping and display. It does not alter cost base, performance or Capital Gains Tax (CGT).
Can I bulk-edit classifications?
Open each holding and update its Settings. This keeps changes deliberate and accurate.
What if I cannot find a perfect match?
Choose the closest category that keeps your reports meaningful and consistent across the portfolio.