Solovis Academy

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

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

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

Market Values Knowledge Check

Market Values Course Survey

Link to Book Values Course