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Globe Portfolio

Portfolio Help

Update Market Value

About Update Market Value: Use this page to periodically update the market value of an "other investments." The market value of the asset is the amount it would be worth if sold on the transaction date.

  1. Choose the asset for which you wish to update the market value from the pull-down list beside Select other investments.
  2. Enter the date of the transaction in the date fields in the format yyyy mm dd.
  3. Under Market Value, click the circle beside Total Market Value $ and type the total market value of the asset in the adjacent box or click the circle beside Market Value Per Unit $ and type the total market value per unit in the adjacent box.
  4. Click Update. The Confirmation screen will be shown.
  5. If the transaction is correct, click Confirm this Transaction. To correct or change the transaction, click your Web browser's Back button.

A confirmation screen will appear. If the transaction looks correct, click Confirm Transaction. To make corrections, click Back on your Web browser's menu bar.


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