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Report As Actual/Estimate

This setting lets you mark a manual security snapshot as either an actual snapshot or an estimate for planning purposes.

Choose one of these options: 

• Actual.This snapshot is actual data. Only one snapshot can be set to Actual per day for each security.

• Estimate.This snapshot is not actual data. You can use Estimate to provide your clients with an estimate so they can see their full financial picture, or if you've been given an estimated valuation prior to receiving complete data.

You can have both an actual and an estimated snapshot for each day.

For more information on manual securities, see Manual Securities and Manual Security Snapshots.