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update bank 
#fajarsiddiq
work on financial model + email update to client 
#addison
updated bot to include portfolio too $512k
review WF updated portfolios
yearly rebalancing of portfolio
- update all the finances ✅ #maintenance
send client updated budget file #addison
Calculate portfolio value 
#piggy
fix budget latest entry 
#financialtoolbelt
display bank value 
#piggybank
work on upcoming fund #addison