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fix portfolio view #business
set up a new portfolio
send share issuance impact analysis to client #addison
add array of TPG valuations #yelmair
share investor intel with portfolio company #addison
Fix up portfolio #self
Create a prototype of portfolio breakdown by asset class, region and sector in #simpleportfolio
New net return rate breakdown to annualized capital gains, foreign exchange gains and dividends yield and annualized cost of fees in #simpleportfolio
calculate asset allocations
add manage portfolios page
stock indexes for #wallstrank
write a blog post about optimally rebalancing a portfolio #myblog
sent portfolio evaluation assessment to client #addison