What are the differences between holdings and transactions portfolio tracking?
Holdings Portfolio
A Holdings portfolio can easily track the companies
Snowball Team
Getting the M1 Finance Broker’s report
To download the M1 Finance broker's report you will need
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How to: view analytics for multiple portfolios
You can get consolidated analytics for multiple portfolios with a
How to: set tax on dividends for your holdings / portfolio
You can specify the tax that is withheld on dividend