Portfolio Appraisal 1
Category : Appraisal Reports
- This report shows the appraisal summary for an account as of particular date.
- The top section shows company logo, account details and dates.
- Market valuation of all the holding for each account is displayed with the %share and the yield.
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- The look and feel can be customized to match your firm.
- The fonts, logo, lines, and colors can be customized.