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Portfolio Analyst on web app



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I'm looking for an analysis of my share trading account. I'm looking for reports on:

  1. Current total NAV
  2. Return performance by month, quarter and interception, over time
  3. Asset Allocation, Asset Class, Sector, Region
  4. Portfolio break down by quantity, close price, cost basis, unrealized P&L
  5. Portfolio return against benchmark S&P etc.

Thanks for your help.


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