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- The number of investments is calculated by adding every distinct ticker that has been recorded in Canopy under your portfolio.
- The Allocation by bank pie-chart shows the total market value. It refers to the same legend as the allocation of total assets
- The Allocation of total assets over time shows the percentage of assets of the total market value (bank wise)
- The Asset Class distribution bubble chart shows the breakdown of asset classes per bank. The size of the bubble represents the market value per asset class.
