4. Adding valuation history
Investment/Performance Management
investor

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.)

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