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Re: Allocation stats to international and aggregate for multiple portfolios
I would like two things.
1. Allocation of sim or port. to ADR's (international)
2. Allocation of multiple portfolios. One simple way to do this would be to allow us to set up portfolio groups (i.e. tags) that we can assign to portfolios. Then we could run reports on multiple groups. So one portfolio could be assigned to Mid-cap, energy, and value. When I ran value report it would be aggregated into this report.
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