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AUM calculation - Aggregate all figures from all clients #81

Open georgioajency opened 4 years ago

georgioajency commented 4 years ago

Each clients, family portfolio, PMS folio, MF folio, Asset class, aggregate.

Portfolio by client Asset class by client Portfolio by family.

georgioajency commented 4 years ago

https://docs.google.com/spreadsheets/d/1rEmfjYbHla-YezWk4OJtoX2rY6hvt8un2GFa2R7t2f8/edit#gid=0