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Reporting

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  • How do I search for management reports?
  • How to generate management reports
  • How do I generate a portfolio valuation report in a foreign currency?
  • How do I view holdings in a foreign currency?
  • How do I create an external asset?
  • How do I generate reports and documents?
  • How do I view all holdings held in an account?
  • How do I check available cash?

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