Add/Modify Index Value

From the Investment Sidebar Menu, click on Securities / Indexes and then choose Manually Update Values.  Click on the Add Button to add a new Value, or highlight an existing Value and click the Modify Button to edit it.

Add/Modify Index Value Overview

The Index Value Screen is used to either manually add or modify an index value.

AddModifyIndexValue

Index Date

Enter the date or drop down the calendar to select the date.

Index Value

Enter the index value and click OK.

See Also

 

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The Sungard Data Import is the way to go if you are interested in Indexes.