Course curriculum

  • 1

    Introduction to Book Values

    • About Book Values

    • How to Book Values (Data > Data Maintenance > Book Values)

    • Recalculating Booked Performance When Booking Values for "One Day" or "Day Range"

    • Booking Values Using Market Value Spreadsheet Import

    • Accessing Booked Values Throughout Portfolio Analytics

    • "Use Blended Values" (Booked + Live Data): Interval Statistics Performance Report

    • Introduction to Book Values Course Survey