CSV columns (required):
ticker,name,assetClass,sector,weightPct,valueNow,valueBaselineDec2024,expectedAnnualReturn.
Baseline date defaults to .
Total Value
$0
—
Change Since Baseline
$0
—
Projected vs Actual (Dec 2025)
$0
Using your “expectedAnnualReturn” column
| Ticker / Name | Asset / Sector | % Weight | $ Now | $ at Baseline | Δ ($ / %) | Exp. Return % | Projected Dec ‘25 | True Dec ‘25 | Gap vs Proj | Actions |
|---|---|---|---|---|---|---|---|---|---|---|
| Totals | 0% | $0 | $0 | $0 | ||||||