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Update the valuation of an asset in the Startups & SMEs category

Find out how to update the value of your assets in the Startups & SMEs section.

Written by Pierre-Luc Schaming

If you have multiple transactions in the same startup/SME, the price per share must be updated for each investment.

🖥️ Web version

  1. Go to Portfolio

  2. Click on the company whose valuation you want to change

  3. Open the Rounds tab: your investments in this company are listed there

  4. Select the 3 small dots at the end of the line of a round

  5. Select Edit

  6. Go to the Details tab

  7. Enter the Current price per share (current value of a share of this company)

  8. Click Done

📱 Mobile app

  1. Go to Portfolio

  2. Tap on the company whose valuation you want to change

  3. Open the Rounds tab

  4. Tap one of the rounds

  5. Select Edit at the bottom left

  6. Update the value of the Current price/share field (current value of a share of this company)

  7. Confirm using the ✅ icon at the top right

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