Copy-and-paste. The easiest way to get securities and their shares/par into the grid is to simply copy-and-paste them from Excel or another source. You can do it one at a time, or copy entire columns and paste them into the EVP Office applications.
Import. You can also import securities and shares from over a dozen sources, including ones you can customize to your circumstances.
Shortcuts. The EVP Office applications have lots of ways to make entering specific securities easier:
- Savings Bonds: For Series E and EE Bonds, you can type
YYis the year of the bond and
MMis the month) into the Identifier field of EstateVal, GiftVal or CostBasis and the program will automatically translate the entry into the appropriate CUSIP when the evaluation is run. The same is true with Series H and HH Bonds (using
HYYMM), and Series I Bonds (using
IYYMM).One thing to note: Series EE Bonds were first issued in January of 1980 but the last issuance of Series E was not until June 1980. So between January 1980 to June 1980, the shortcuts for Series E and EE bonds overlapped. If you use the
EYYMMbetween these dates, you’ll get the EE bonds valuation. If you need Series E, you will have to use the CUSIP numbers, listed below.
Series E Date CUSIP January 1980 912537VL8 February 1980 912537VM6 March 1980 912537VN4 April 1980 912537VP9 May 1980 912537VQ7 June 1980 912537VR5
- Mortgage-Backed Securities: Instead of using the CUSIP for Ginnie Maes and Fannie Maes, EVP Office lets you use their pool numbers. In place of the Identifier, just enter the six digit pool number (padding the left side with
0s if need be) followed by an
Xif the security is a GNMA I; a
Cfor GNMA II, Single Issuer; an
Mfor GNMA II, Multiple Issuers; or an
- Cash: If you enter
CASHinto the Identifier field and the value of the cash into the Shares/Par column, evaluating the security will automatically set its per-share value to $1.00, so that the report will show the amounts as you expect. You also won’t be charged for the evaluation. This trick also works if you using
- Cryptocurrencies, commodities, foreign currencies: By going to
Tools → Look Up...and selecting the appropriate item, a dialog box will appear that lets you search on the name of a cryptocurrency, precious metal, or foreign currency that the EVP Office applications can price. Selecting an item will insert it into the grid.