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What you get 5

Comparative analysis of holdings over time for each Portfolio

 

 

In this section you can easily track the change in value of the Portfolio over time.

1. Set FROM date, TO Date, and Total investment amount.

2. Observe change in asset price, holding split, total investment gain/loss and gain/loss contribution per asset.

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3. Graphical display of the return of each asset in dollars and in percent.

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