With the current volatility in markets around the world, this announcement of new features to make updating all investments' properties easier is either timely or untimely. That depends on whether you closely monitor your investments or ignore them in such times.
Mock investments. You can now set any investment (except 'Cash' investments) to be ignored in the TIME MACHINE and in net worth calculations. This is useful to run scenarios with portfolios of different investments you are considering. Ignored investments will still have their values automatically updated with FUNData market data or Wealthica when applicable, so it's also useful to just follow these investments you are considering but may not own yet.
View/Edit all Investments in all Accounts now allows you to edit most properties of all investments entered all on one page. Besides price, shares, market value, and book value, you can now change the risk value, default current expected returns, fees, and whether to ignore the investment or not.
Update from a spreadsheet. If you have many investments that need to be entered or updated manually, you may want to update from a spreadsheet (particularly if you do not use Wealthica). Most financial institutions allow you to download your investment values into a comma-separated (csv) or other file format that you can then get into a spreadsheet program to view it. Once you have your data in a spreadsheet program like Excel, Google Sheets, or Numbers, you can now import those data to update your investments in the MoneyReady App. For adding new accounts and their investments, first add the Account in the app, then the spreadsheet can be used to add the investments into it. I refer you to the eBook to learn how to set up the spreadsheet for import. It's easy to get a template by simply downloading your current list of investments from the View/Edit all Investments in all Accounts page.
Many are asking me how to deal with the current market volatility. Do not panic. Keep a long-term view for long-term investments. Make sure the money that is needed short-term is there for you by not having it tied up in the market.
Remember, we provide the tools for you to determine how resilient your portfolio is and thus be prepared for market volatility: https://www.moneyreadyapp.ca/blog/post/14
All the Best to all my fellow Canadians,
Elisabeth