Changing the valuation

The valuation of an instrument decides the value of transactions and entities on the platform. So it is important to regularly update this.

The valuation can be added in the portfolio settings. Here you can find an overview in the valuation tab.

By clicking on the "Add a valuation"-button you open a form in which you can change the current valuation or add a historical one.

The valuation of depositary receipt portfolios is based on the shares that lie under it. So to change the valuation of this portfolio you will first need to change the value of the underlying shares portfolio

After the value is added the value of the depositary receipt portfolio will change with it based on the ratio.

Click here for a guide on coupling of a depositary receipt portfolio to a shares portfolio