Investment/Performance Management
This page explains how to manage your investments and returns on QuotaBook.
🚩 Navigate to the fund’s page → [Investments / Returns]
- From [Investments / Returns] tab, you can log and track portfolio investments, disinvestments and other related metrics.
Adding valuation history
1. Click on [⁝] button from the specific investment you wish to update and select [Manage Updates/Valuation].
2. Click on [Add Valuation History] from the upper right of the ‘Valuation History’.
3. Update relevant information and click [Submit].
(You must fill in required fields with * to save the updated information.)
