Data Entry
Start new or continue from history, then add the current cycle's source rows. This app does not save your uploaded or entered data.
Workspace Entry
Add new source rows for the current cycle.
Choose how to begin this valuation cycle.
Continue from a saved history file, or start a new workspace from raw entry data.
Workflow
Move checkpoint by checkpoint through proxy selection, beta backtesting, estimating, and rollforward.
Workspace Checkpoints
Review concluded checkpoints or continue from the next open date.
Checkpoint Decision
Select the proxy for the current checkpoint.
Backtesting Results
Calibration evidence and selected beta.
Estimating Results
Rollforward results for the current checkpoint.
Reports
Review valuation output, calibration observations, and continuation history.
Valuation Report
as of N/A
Asset-level valuation summary as of the selected date.
Calibration Report
as of N/A
Historical observations with flag_cal = Y.
Workspace History
Concluded snapshots used for continuation and audit.