"Adding cash to a report"
This is a question we received this week.
"We have been working on a date of death valuation. How do we manually add the cash to the top of the report?"
Here's the answer:
To add a cash position to the top, click on the first item then select insert. Use a "dummy" cusip that starts with two 9's. For example 99912301, then enter the cash amount. Save the portfolio. Next, click on the security, select Edit, enter a description, and price it at $1.00.
Last week's topic was:
"Saving valuations in Excel format"
You can read last week's eNewsletter by clicking HERE.
