Editing an asset or liability in Vyzer is simple and helps ensure your financial data stays accurate and up-to-date. Follow the steps below to make edits to any item in your portfolio.
Step-by-Step Guide to Editing an Item
Navigate to the Item
Go to your Vyzer dashboard and locate the asset or liability you want to edit.
Click on the item to open its detailed view.
Access the Asset Info Tab
On the item’s page, below the dashboard, you’ll see a tab titled Asset Info.
Click on the Asset Info tab to access the editable attributes of the item.
Edit Shared Attributes
Some attributes are available for all asset or liability types. These include:
Holding Entity
Ownership Percentage
Risk Level
Liquidity
And more.
Edit Asset-Specific Attributes
Certain attributes are unique to specific asset classes based on what’s typically associated with them. For example:
Real Estate: Attributes include Sponsor/Operator, Property Name, and Property Address.
Funds: Attributes include Fund Name and Account Name, along with other shared attributes.
Save Your Changes
After making the necessary edits, click the Save button to apply the changes to your item.
⚠️ Important: While you can edit asset details, you cannot change the asset class or category for Magic Box-created or manually added assets. If you need to move such an asset to a different class, please contact support.
Need Help?
If you have any questions or encounter any issues while editing your items, feel free to reach out to our support team. We’re always here to help!