EVP Office

Yes. To split the contents of a portfolio, load it into EstateVal, GiftVal or CostBasis, then use File → Save As… to save it as the name of the first of the two new portfolios. Next, select File → Save As… again and save it as the second. You’ll now have three copies of the […]

Yes. EstateVal, GiftVal, and CostBasis can all do it. To merge one portfolio into another, first load the target portfolio as normal, and then select File → Merge…. From the dialog that appears, select the portfolio you want to merge into the one already loaded. Its lots will be appended to the bottom of the […]

It’s a warning that the application thinks there might be something wrong with the data in that lot, or the specific field. If you hover the mouse over the field for a second or two, a tooltip will pop up explaining the potential issue. These real-time warnings were introduced in EVP Office 8.2, and the […]

Yes. Since EVP Office 8.2, the EstateVal, GiftVal, and CostBasis can be configured to show the evaluation status of each lot next to the grid, as little icons. The release announcement has more details, and the on-line help can tell you how to turn them on and off.

Not natively. But EVP Office does work inside emulators that run on those operating systems, including VirtualBox (open-source and free, Mac and Linux), Parallels (commercial with a trial, Mac), and VMware (commercial with a free personal-use license, Mac and Linux). All three applications require that you have access to a Windows license to install and […]

Treasury Inflation-Protected Securities, or TIPS, are securities whose principal is tied to the Consumer Price Index. With inflation, the principal increases and with deflation, it decreases. To enter TIPS, use the adjusted principal for your Shares/Par. For more information on TIPS, click on this link to connect to Treasury Direct’s website.