Capture Valuation (Bulk Upload)

To bulk upload valuation details for instruments, follow the below steps:

1. Click on the down arrow button next to Add Valuation button. Click on Download Template.

2. The excel file will download. Enter the details and save the file.

3. To import bulk valuation for instruments, click on the down arrow button next to Add Valuation button. Click on Import Data.

4. Click the Choose File button.

5. Choose the valuation template. Click Upload.

6. The Valuation details will populate based on the uploaded template.