Capitect provides advisors the ability to map Morningstar categories to their defined asset classes. Mapping Morningstar categories to asset classes may be helpful when a large number of securities need to be mapped. You must define asset classes before you will be able to map categories to them.
Go to Settings → Asset Classes → Click 'Add Set +' (or edit an existing set by clicking edit next to the set you'd like to edit). Select the 'Map Categories' tab.
This is where you will map categories to the asset classes you defined on the previous tab.
- Click the drop-down arrow to the right of the listed Morningstar categories and select the asset class you would like to have mapped to each category.
- After completing your mapping, click 'Save Category Mappings'.