BXEROX

By Camila Jade Martin on AppTrack Ninja.

A personal portfolio management tool that helps long-term investors track multiple holdings, cost bases, and allocation goals locally, providing portfolio views and structural analysis. Key Features: • Portfolio Overview: Summarizes the market value, cost base, and overall changes of each sub-portfolio, presenting a complete asset picture with core indicators and monthly flows. • Sub-Portfolio Management: Create independent portfolios by theme or strategy, maintaining names, descriptions, and return targets, managing holdings across multiple assets in a tiered manner. • Change Log: Records fo…

Categories: Productivity

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