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Filtering the holdings table, summary, allocation, and value chart below. The daily email and realized gains stay whole-account.

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Portfolio Value Over Time

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Holdings Export CSV

Ticker	Portfolio	Type	Qty	Buy Price	Current Price	Value	Day %	Gain/Loss %	Weight
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Realized Gains Export CSV

Ticker	Qty	Buy Price	Sell Price	Sell Date	Gain/Loss
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