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Change theme color and format number (1,234,567.89)
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Change how Portseido computes the end results (FIFO, Ave...
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Provide overall portfolio performance and information related to your current holdings
Performance >
Provide detailed portfolio performance relative to benchmarks over different periods
Allocation >
Show details in your current holdings and identify concentration risk
Trade Analysis >
Deep dive into each transaction to identify winners' and losers' characteristics
Dividend >
Provide dividend information of your portfolio
Goal Tracker >
Track your progress towards your financial goal
Transactions >
Show all related transactions in the trade log