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Demo
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Tracking mode
Full Portfolio tracks positions, cash and external flows. Positions Only analyzes investments and trades without treating the derived ledger cash as your brokerage cash balance.
Base Currency
USD
Target Cash
Not configured
Risk Mode
Not configured
Data Source
Broker import / manual entry
Portfolio Visibility
Public Demo · Read-only
Demo settings are shown in read-only mode.
Portfolio organization
Reusable portfolio-scoped labels for Holdings and Research.