Employee - AIMS Dash
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Portfolio
Upload a CSV of positions to see live prices, current value, and net gain / loss.
Columns: name, ticker, exchange, quantity, cost, value. Leave ticker blank and fill value for RSUs, options, or private holdings; add an exchange (e.g. TSX) so Canadian tickers price correctly.
Performance (normalized %) — click a holding below to highlight & drill in
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Total value
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