How to Use the Valuations Screen - Molecule Knowledge Base

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 transformed into a customized view through selection, grouping, pivoting, sorting, filtering, and aggregation. You can create and save multiple views, complete with a full selection of preferences available every time you visit our app.

This article focuses on creating, filtering, exporting, and managing custom views.

The VALUATIONS screen is Molecule's in-app reporting tool powered by Molecule's REST API, documented here: https://developer.molecule.io/password?redirect=/reference/valuations-1

Creating a View

1

Open the Valuations Screen

First, go to the VALUATIONS screen on the left-hand side menu.

2

Add a New View

Click the + button to the right of any existing view tabs. Enter a name for the view in the text box, then press Enter or click the check mark:

3

Choose Columns

Click the purple COLUMNS bar on the right side of the screen to expand the column options. Choose columns to include in your view by scrolling or using the search feature. Selections save automatically:

As you create multiple views, they are displayed in tabs on the page.

Refreshing a View

• Press the refresh button towards the top of the VALUATIONS screen.

• Or press the date at the top right of the screen and update the reporting date.

Cloning, Renaming, and Deleting Views

• Cloning: Hover over the active view and press the copy icon next to the pencil.

• Renaming: Hover over the active view and press the pencil icon, type the new name, then press Enter or the green check mark.

• Deleting:

  • To delete a view before it's been saved, press the omit icon next to the check mark.

  • To delete a view once it's been saved, hover on the active view box and press the X.

Exporting View Rows

You can export either selected rows or all rows to an Excel spreadsheet.

1

Export selected rows

1. Check the boxes of the rows you'd like to export on the far left of the table.

2. Click EXPORT SELECTED ROWS in the top right-hand corner.

2

Export all rows

• Option A: Check the box next to the M.ID column to select all visible rows, then click EXPORT SELECTED ROWS.

• Option B: Do not check any boxes and click EXPORT ALL ROWS in the top right of the screen.

Rows will be exported in an Excel spreadsheet.

If you have any questions, please let us know at [email protected].

Related articles

• How to Pivot and Group on the Valuations Screen

• Valuation Outputs

• Valuation & Relevant Products