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|Unrealized Gain||Performance (Details)||Asset Class (Time)||Holdings|
|Realized Gain||Performance (Time)||Category (Time)|
Run reports for a single portfolio -- or for all your portfolios -- to see your aggregate performance.
The "Expenses" table reveals much of your hard earned money you're losing to expense ratio, your investment advisor, administration costs, money manager fees, and inflation.
Plus, compare your portfolios to benchmarks -- and even blended benchmarks -- that you custom create for each portfolio.