How do I update my investment values without Wealthica?
Where to find it: ACCOUNTS and INVESTMENTS
Open ACCOUNTS and INVESTMENTS. To update one account, choose Edit Investments and edit the relevant holdings.
Use the actual value on the valuation date you enter. A red valuation date indicates that the value is old and should be reviewed.
To work across accounts, select View/Edit all Investments in all Accounts. Update the shares, value, book value and valuation date to match your records.
For supported holdings with recognized symbols, MRA updates market prices from Fundata when data is available. This does not tell MRA about shares you bought or sold, changes in book value, or cash you deposited or withdrew. Those still need to be recorded. Holdings without a supported price feed need manual price or value updates too.
If you have many manual holdings, Update from a spreadsheet provides another way to enter their values.