Log Progress
Whether you have a simple or complex portfolio, FinancialAha’s Log Progress feature enables you to quickly and efficiently update the evolution of all your assets with ease.
Log Progress Button
Log Progress Interface
Once you click on the Log Progress button, a helper interface will appear to guide you through all your assets in one screen, ensuring that you never miss one. With FinancialAha's Log Progress feature, you can easily have the visual confirmation of which assets have been updates and which not.
Update Assets
Each asset's value is pre-populated with the latest recorded value. Simply mark it as done if there's no change..
.. or update it with the current value if there have been any changes.
Once all your assets have been checked you can be sure that all of them are up to date. The updates made through the Log Progress features will appear in the Asset Details as a "Value Update" Activity Records.