White Label Portfolio Reports for Financial Advisors
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Pocket Portfolio
Portfolio Report
Sample Client • 12/27/2025
Portfolio Summary
Total Value
£125,000
Positions
6
Holdings
| Ticker | Shares | Value | Allocation |
|---|---|---|---|
| AAPL | 100 | £17,500 | 14% |
| MSFT | 50 | £18,750 | 15% |
| GOOGL | 75 | £11,250 | 9% |
| TSLA | 200 | £50,000 | 40% |
| NVDA | 30 | £15,000 | 12% |
| AMZN | 40 | £12,500 | 10% |
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