Market Value By Account

Category : Holdings Reports
Description :
  • This report shows information of market value by account.
  • In this report partitions are done with each assets.
  • The assets are mentioned as SEP-IRA, IRA Rollover, personal funds.
  • The market value for sample client combined funds are denotes as % shares.
Customizations possible:
  • The colors can be changed as per requiered.
  • The look and feel can be customized to match your asset.

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