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InvestFlow

Investments Dashboard

Total Investments
$1,234,567.89

+2.5% overall return

Asset Classes
5

Stocks, Bonds, ETFs, Crypto, Real Estate

Annualized Return (TWR)
12.3%

Time-Weighted Return

Proventos (YTD)
$15,230.50

Dividends & JCP received

Portfolio Performance
Track your investment growth over time.

Portfolio Performance Chart Area (TWR/MWR, Benchmark Comparison)

Transaction History
Recent buy/sell orders and other movements.

Investment Transactions Table Area

Asset Allocation
Distribution of your assets.

Asset Allocation Chart Area (Pie/Treemap)

Portfolio Summary
Snapshot of your current holdings.

Portfolio Summary List/Card Area