Security types

There are many different types of investment available these days. Most securities can be classified under three primary categories: equities (hold ownership), debt instruments (hold a loan), and derivatives (hold rights to buy or sell an underlying security). There are 9 default security types to choose from for securities. There are numerous additional security types you can make use of by selecting to include them in lists and reports when viewing the full list of security types.

Default security types:

  • Index
  • Currency
  • Stock
  • Mutual Fund
  • ETF
  • Bond
  • CD
  • Option
  • Other

All available security types:

  • Index
  • Currency
  • Domestic Currency
  • Foreign Currency
  • Cryptocurrency
  • Equity
  • Stock
  • Fund
  • Mutual Fund
  • Hybrid Mutual Fund
  • Index Mutual Fund
  • Currency Mutual Fund
  • Equity Mutual Fund
  • Stock Mutual Fund
  • Hedged Mutual Fund
  • Private Equity Mutual Fund
  • Venture Capital Mutual Fund
  • Insurance Mutual Fund
  • Trust Mutual Fund
  • Real Estate Mutual Fund
  • Commodity Mutual Fund
  • Precious Metal Mutual Fund
  • Collectibles Mutual Fund
  • Other Equity Mutual Fund
  • Debt Instrument Mutual Fund
  • Money Market Mutual Fund
  • Bond Mutual Fund
  • Treasury Bond Mutual Fund
  • Municipal Bond Mutual Fund
  • Corporate Bond Mutual Fund
  • Other Bond Mutual Fund
  • Other Debt Instrument Fund
  • Derivatives Mutual Fund
  • Options Mutual Fund
  • Futures Mutual Fund
  • Forwards Mutual Fund
  • Swaps Mutual Fund
  • Other Derivatives Mutual Fund
  • Other Mutual Fund
  • ETF
  • Hybrid ETF
  • Index ETF
  • Currency ETF
  • Equity ETF
  • Stock ETF
  • Hedge Fund ETF
  • Private Equity ETF
  • Venture Capital ETF
  • Insurance ETF
  • Trust ETF
  • Real Estate ETF
  • Commodity ETF
  • Precious Metal ETF
  • Collectibles ETF
  • Other Equity ETF
  • Debt Instrument ETF
  • Money Market ETF
  • Bond ETF
  • Treasury Bond ETF
  • Municipal Bond ETF
  • Corporate Bond ETF
  • Other Bond ETF
  • Other Debt Instrument ETF
  • Derivatives ETF
  • Options ETF
  • Futures ETF
  • Forwards ETF
  • Swaps ETF
  • Other Derivatives ETF
  • Other ETF
  • Hedge Fund
  • Private Equity Fund
  • Venture Capital Fund
  • Other Fund
  • Private Equity
  • Venture Capital
  • Insurance Product
  • Annuity
  • Fixed Annuity
  • Variable Annuity
  • Trust
  • REIT
  • Residential REIT
  • Commercial REIT
  • Agricultural REIT
  • Mortgage REIT
  • Other REIT
  • Real Estate
  • Residential Real Estate
  • Commercial Real Estate
  • Agricultural Real Estate
  • Other Real Estate
  • Commodity
  • Precious Metal
  • Other Commodity
  • Collectible
  • Other Equity
  • Debt Instrument
  • Bond
  • Treasury Debt/Bond
  • Treasury Bill
  • Treasury Note
  • Treasury Bond
  • Municipal Bond
  • Corporate Bond
  • Floating Rate Bond
  • Inflation Indexed Bond
  • Other Bond
  • CD
  • Fixed Income Security
  • Securitized Debt Instrument
  • Asset Backed Security
  • Mortgage Backed Security
  • Other Debt Instrument
  • Derivative
  • Option
  • Index Option
  • Currency Option
  • Equity Option
  • Stock Option
  • Fund Option
  • Debt Instrument Option
  • Derivative Option
  • Other Option
  • Future
  • Index Future
  • Currency Future
  • Equity Future
  • Stock Future
  • Fund Future
  • Debt Instrument Future
  • Derivative Future
  • Other Future
  • Forward
  • Index Forward
  • Currency Forward
  • Equity Forward
  • Stock Forward
  • Fund Forward
  • Debt Instrument Forward
  • Derivative Forward
  • Other Forward
  • Swap
  • Index Swap
  • Currency Swap
  • Equity Swap
  • Stock Swap
  • Fund Swap
  • Debt Instrument Swap
  • Derivative Swap
  • Other Swap
  • Other Derivative
  • Other