TerminalValue.io_
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Aggregates reported financial statements from all holdings inside funds and stocks into consolidated financial statements showing the user's proportional share of revenue, earnings, debt, and earnings yield.

key featureconsolidated financial statements across entire portfolio holdings
asset classMulti-asset
pricing$
modelsubscription
added31s ago
upvotes0
viaweb
instrumentsStocks, ETFs, Mutual Funds
regionsGlobal
audienceretail
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  • Guardfolio— Aggregates holdings across brokerages and retirement accounts to surface concentration risk, ETF overlap, allocation drift, and volatility metrics with sync-based alerts