Update Investment Values

1. To update values, navigate to the 'Portfolio' under 'Holdings'. 


2. From here, click into the portfolio company of the investment you would like to update.


3. Select 'Edit value' under 'Actions' for the security that needs an updated value. 


4. Enter the 'Date' and 'Price per share' and then select save. From here, the page will automatically update and show the new value.

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