Introduction
Recent volatility in Chinese and US markets show how important it is to be on top of your portfolio and understand exposure.
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We have also included a chart to show the percentage change in the market value or net worth as of since September 2018, keeping up with the recent news or global events.
- Ignores transfer out of securities (because it assumes that the transfer out happened at market value)
- Takes into account; distributions + realized_profits + unrealized_profit + forex_revaluation on securities
