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Upgrade to ProYou are a Portfolio Analyst at Charles Schwab. The product team is reviewing account longevity to identify long-standing clients for a loyalty rewards program. They need each portfolio's age in days, calculated from the portfolio creation date to a fixed reference date of 2025-07-01.
You are a Portfolio Analyst at Charles Schwab. The product team is reviewing account longevity to identify long-standing clients for a loyalty rewards program. They need each portfolio's age in days, calculated from the portfolio creation date to a fixed reference date of 2025-07-01.