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Portfolio Dashboard

Demo dashboard - View sample portfolios and features

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Demo Dashboard

This is a sample dashboard showing what you can do with Silmarl.Upload your own portfolio to see real analysis, orcreate a free account to save your work and access all features.

Total Portfolios

3

Total Value

$424K

Avg Holdings

15

Active Sectors

1

Quick Actions

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Add a new client portfolio via CSV

Portfolio Analysis

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Portfolios

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John Smith Portfolio

john_smith_portfolio.csv

analyzed
Total Value:$125,000
Holdings:15
Sectors:6
Updated:1/15/2024
View Details

Sarah Johnson Portfolio

sarah_johnson_portfolio.csv

analyzed
Total Value:$89,000
Holdings:12
Sectors:5
Updated:1/14/2024
View Details

Mike Davis Portfolio

mike_davis_portfolio.csv

analyzed
Total Value:$210,000
Holdings:18
Sectors:7
Updated:1/13/2024
View Details

Recent Activity

New portfolio uploaded: Emily Wilson

2 hours ago

Portfolio analysis completed: John Smith

4 hours ago

Portfolio updated: Sarah Johnson

1 day ago