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All Categories ​>​ ​Features ​ > ​ ​Valuations Screen

Valuations Screen

2 articles

How to Pivot and Group on the Valuations Screen

Once you've created a view, you can group and aggregate it for collapsible and expandable trade-level detail. First, go to the VALUATIONS screen from the main menu. Grouping on a Detailed View. Once…

Updated 9 months ago

How to Use the Valuations Screen

The Valuations screen in Molecule provides a way to create and save customized views for portfolio reporting, allowing users to tailor their data views of their positions and P&L. This data can be tr…

Updated 9 months ago

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