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September 11, 2009
How to check Valuation of Share Portfolio
Here is How you can check Valuation of your Share Portfolio In Invest Plus SoftwareOpen Invest Plus Software
It is very easy to Generate Report for Valuation of Share (stock) Portfolio.
Go To Software Security Menu Tab
In Report Section Select Trading Report Button
Select Valuation Report in Menu
Select Member Name and Date of Valuation
If Current Rate in not updated then Click Current Rate Update Button
After Updaating Rate Click on “Show” button to Generate Report
you can Print, or Export to Excel format or PDF Formate to mail Report
From the Same Menu you can Generate Closing Stock and Opening Stock Report Also.
Invest Plus Team
August 22, 2019
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