Maintenance Last updated Save as PDF PortfoliosNo image availablePortfolio ListEdit Portfolios and PeriodsDelete Portfolios and PeriodsRecalculate Opening BalancesGlobal ReportsNo image availableThis section describes the Tools menu options.Tax Planning ReportsSecurity Code CounterSecuritiesNo image availableUpdate SecuritiesEdit ValuationsSettingsNo image availableThis option is accessed via File > Maintenance > CGT and Dividend Scheduling > Settings.SettingsConvert Legacy DataNo image availableConversion SettingsCCH Gains ConversionCCH SecTAX Conversion
