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Topic starter February 5, 2024 6:19 pm
Prc makes certain housekeeping moves, such as moving cash above the desired ceiling to brokerage, rebalancing accounts to specified asset allocation, etc. it would be good to have a list of all these, and actual yearly amounts so that users can make the moves in real life to keep things in sync with the model. Summary report shows some of it.
Todd Barney reacted
