How would you change the valuation date on an Alternate Date portfolio?

Created At: Jan 12, 2024 Last Updated: Mar 3, 2025

Estimated Read Time: 1 minute

In order to change the Alternate Valuation Date in Appraise or Appraise SaaS, please follow the steps below:

1. From the Main Screen, click on "Modify an existing Estates portfolio"
2. Select the desired .A portfolio, example: 0111111.A (the file extension is .A)
3. You should be able to click on the "Alternate Date" input box (displayed above with red text for the date) and change it to the desired date (within the 6 month window) regardless of the automatically generated date.