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adityatandel

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   Investment Portfolio Snapshot · adityatandel bundle

   Generate a professional wealth-advisor HTML report showing a current snapshot of someone's investment portfolio, aggregated from raw brokerage CSV exports (any brokerage). Extracts holdings, classifies them by asset type and sector via yfinance, and produces a self-contained HTML report with an AI-written assessment and allocation charts. Use when the user wants a portfolio snapshot, allocation report, or wealth summary from their brokerage export files.
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