How to Enter Market Values
in the Gateway Portal
Course Description
This tutorial reviews how to enter an investment's market values, demonstrating by example the process from end to end.
Course Curriculum
-
1
Entering Market Values
13:31-
Market Value Data Entry Fields
-
Add/Edit/Delete Market Values from the Asset Info Page
-
Market Value Grid Editor: How to Use the Market Value Grid Editor to Update Multiple Market Values in Portfolio Analytics
-
How to Enter Market Values Using Upload Spreadsheets
-
How to Use the 'Create Market Value Template' Feature to Upload Market Values
-