Course Description

Entering market values for your assets is a key part of the process for maintaining your data set in Portfolio Analytics. This course reviews how to manage market value data and key concepts related to the Value Estimate Updater.

Course curriculum

  • 1

    Overview of Market Values and Computed Estimates

    • Course Instructions

    • Introduction to Market Values, Portfolio Analytics Value Estimate Updater, and Value Estimate Calculation Trace

    • Market Value Data Entry Fields

    • Introduction to the Value Estimate Updater & When to Manually Run It
  • 2

    Managing Market Value Data

    • Add/Edit/Delete Market Values from the Asset Info Page

    • How to View Archived Market Values

    • Market Value Grid Editor: How to Use the Market Value Grid Editor to Update Multiple Market Values in Portfolio Analytics

    • Market Value Grid Editor: Entering Estimated Returns to Calculate Market Value Estimates

    • Market Value Grid Editor: Currency Helper

    • Introduction to Market Value Spreadsheet Imports

    • Using the Create Market Value Upload Template Shortcut

    • How to Edit/Delete Existing Market Values Using Spreadsheet Imports
  • 3

    Market Values: Additional Info

    • Default Value Estimation Methods Based on Special Entity Types & How to Override Using the Value Estimation Method Property

    • Market Value Types & Custom Estimate Levels

    • Quick Reference Card- Market Values
  • 4

    Market Values: Course Recap

    • Market Values Quiz

    • Market Values Course Survey

    • Link to Book Values Course