Manual revaluation

The BGL system does not automatically upload the market value of one of our investments on a German stock exchange - Roche Holdings RHO.ETR.
If I try to enter extra value to the investment account, it asks me for a number of shares which would be incorrect.
Is there a workaround?

hey @GdM

To record manual revaluations in the system do not input any units against the investment account and then either a DR (increase) or CR (decrease). This method is not recommended. Alternatively you should update the unit price to the attached security & when you create entries the system will revalue the investment to the current market price. If you need any more assistance please reach out to our support team

Thanks for the guidance, easy once you know what you are looking for. I looked up ‘unlisted investments’ and followed the guidance to manually enter the required market price.

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