- In Holdings, filter the list to what you want to value — a category, a tag, or Needs attention → No value yet.
- Choose More actions → Update many values….
- Type the value of each whole holding in New value. Blank rows are left alone. Enter or the down arrow moves to the next row.
- Set As of if the values are not for today.
- Choose Save values.
Rows with a problem are marked and stay for you to fix; the rest are saved. Market-tracked items you type a value for switch to manual.
For hundreds of items, a spreadsheet may be quicker: Editing in a spreadsheet (CSV round trip).