Edit valuations and fair money value | Standard Metrics Help Center

Edit valuations and fair money value

If calculated post-money valuations and fair money value need to be updated, you can override them easily within the 'Valuations' tab.

Written by Robert Cole

Updated over 9 months ago

Navigate to the 'Valuations' tab.
Choose the period you wish to update, and then click 'Manually Edit' for the portco you intend to modify.
Update post-money valuation, currecy, methodology, fair value of holdings (total and by fund), then select 'Save changes'.