have powerbi file get data from the updated source (spreadsheet that calculates XIRR)
configure the power query editor to read the data
create separate DAXs to grab the right data
1) asset allocation table, pull the most recent investment values
2) ensure the dates on each table (and report title page) updates based on new data
3) performance page, calculate most recent q/q and y/y values
4) performance page, charts update with fresh data