Appraise Help

Software User Guide Release Notes
Minimum Requirements
Operating System(s) Windows XP and up
Whitelist URLs

https://webappraisenj.com
Whitelist IP Addresses
  • 173.220.148.219
  • 108.53.181.35
  • 75.99.144.196
Ports 80, 443
Folder Permissions
Full Control
Modify ✓
Read And Execute ✓
List Folder Contents
Read ✓
Write ✓
Special Permissions

Frequently Asked Questions

You can import CUSIP®s and shares by using our Universal Import utility.

You can export an Appraise portfolio to multiple different formats. These formats are:

  • Excel (.xls)
  • Text (.DUT) Can be opened using Word or Notepad
  • ONESOURCE (.PRN)

This primarily happens when the accruals from a Date of Death Portfolio don't transfer to the Alternate Portfolio when the Alternate is created. In order to ensure successful transfer of the Date of Death accrual information to the Alternate portfolio, follow the steps below:

  1. Open the "Modify" screen for the already priced Date of Death portfolio.
  2. Click on the "View Portfolio" button to enter the "View" screen of your Date of Death portfolio.
  3. Click on the "Finished" button at the top left in the "View" screen. This will "load" the accrual information again.
  4. Back in the "Modify" screen, click on the "Switch to Alt Portfolio" button in the top right to open the "Modify" screen of your already priced Alternate portfolio.
  5. Click on the "View Portfolio" button to enter the "View" screen of your Alternate portfolio.

All of the accruals should be loaded into the Alternate portfolio now!

Tutorials

How are sales or transactions handled on Alternate Date portfolios?

Transactions between the Date of Death and Alternate Date can be added by the user from within the Alternate portfolio screen.

How would you calculate accruals through Date of Death?

Accruals can be calculated up to and including the Date of Death. Here is how to activate that feature.

How would you export a PRN file from Appraise or Appraise SaaS and import it into ONESOURCE FPS 706 program?

Learn the steps necessary to export from Appraise & Appraise SaaS and import into your OTEA program.

Universal Import Demonstration

Learn how to use our Universal Import utility with this instructional video.

How do I change the report type of the portfolio or convert my report to a PDF?

Learn how to print various report and file types with Appraise. This article outlines the necessary steps.

Creating a new Estate Tax Date of Death Portfolio.

Learn how to create a new Estate Tax Date of Death portfolio with Appraise.