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Total Portfolio Value

ID13 unique_id13 $ Total Portfolio Value

Portfolio Sections

unique_id12 ID12 Section / Category Note % Share on Total total13 $ Share on Total
Sum 100.00 Sum 10,788.79

unique_id12 ID12 Section Category Note % Share on Total Total % Share to distribute $ Remaining from Total

Portfolio Positions

Section
image name unique_id14 ID14 Asset Name Section % Share on Section unique_id12 ID12 Section 12 note12 share12 ID13 total13 % Share on Total $ Share on Total
Sum 312.00 Sum 31.20 Sum 3,366.10

ID14 Section Grouped Section % Share to distribute

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