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Tutorials

PHDwin Tutorials

Review the selected PHDwin V3 tutorials below to help you get started during your free trial or as a new user. Want to see more in-depth tutorials? Visit our User Portal to access the full tutorial library.

PHDwin V2.1.11 Tutorials

Tutorials and documents for PHDwin V2.1.11 have been moved to our user portal. Click the button below to be redirected.

Getting Started with PHDwin V3

Importing Data as a CSV

Importing Daily Data Via CSV

Importing Monthly Data Via CSV

Running Reports

Using the Prospect Case Creator

Applying Expenses

Applying Prices

Getting Started On New Evaluations

Importing V2 Databases

Customizing the Interface with Views

Logging In & Creating Databases

Installing PHDwin

Requesting a PHDwin License

Basic Workflows in PHDwin V3

Running Reports

Applying Expenses

Applying Prices

Ownership

Using Models

Using the Grid Editor for Investments

Grid Editor – Ownership

Looking for more tutorials?

Visit the User Portal to view the entire PHDwin V3 and PHDwin V2.11.1 tutorials.

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