Valuations & Balances

Valuations
For the purpose of calculating your returns, a Valuation is what you would expect to receive if you were to sell your Investment on a certain date.  For so...
Sun, 16 May, 2021 at 1:14 PM
Manual valuation for public securities
Public securities, Cryptocurrencies and Precious Metals are re-priced automatically, as Exirio will trace the available public prices as of the previous clo...
Sun, 16 May, 2021 at 1:34 PM
Balances
You can update your Cash and Loans by selecting the specific Holding and clicking on Balance.  You can then input your updated values, which will be reflec...
Tue, 4 May, 2021 at 11:08 AM
Current Value
The Current Value of an Investment is equal to the last Valuation (if it's automatically provided by Exirio), or the last Valuation manually inputted...
Tue, 4 May, 2021 at 11:24 AM