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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.

Joshua Vance avatar
Written by Joshua Vance
Updated over a year ago

  1. Navigate to the 'Valuations' tab.

  2. Choose the period you wish to update, and then click 'Manually Edit' for the portco you intend to modify.

  3. Update post-money valuation, currecy, methodology, fair value of holdings (total and by fund), then select 'Save changes'.

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