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Add portfolio breakdowns by asset class, sectors, and regions that work with ETFs to help users make sure their portfolios are well diversified and follow their target allocation 
#simpleportfolio
calculated finance metrics for Feb docgpt.ai
Write script to calculate net profit loss on CSV stock transactions on FIFO basis 
#lifehappens
make quarterly profit distribution to personal account
withdraw invested bonds yearly interests 
#life
add investment cost to show total cryptocurrency profit/loss 
#coinfolix
Add TWR to measure portfolio performance regardless of cashflow timing, standard deviation to measure portfolio risk, and Sharpe ratio to measure risk-adjusted excess return to #simpleportfolio
send share issuance impact analysis to client 
#addison
profit first distributions
profit first distributions
quarterly profit distribution