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Discussion (1 comment)
You can now download a PDF. On Holdings, "Download PDF" is next to "Export Excel". It's laid out like a client statement: value, cost, return and allocation first, then your top holdings and best and worst performers with company logos, and the full holdings table with subtotals at the end. It works for one portfolio or a combined one, in English or Spanish.
Nairobi and Uganda aren't priced on the platform yet. For now you can track those holdings as custom assets and enter the prices yourself.
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