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Upgrade to ProYou are a Portfolio Performance Analyst at Betterment. The advisory team wants to classify every position into a performance category based on unrealized P&L percentage. This helps advisors quickly identify which holdings need attention — whether for tax-loss harvesting on losses or profit-taking on strong gains.
You are a Portfolio Performance Analyst at Betterment. The advisory team wants to classify every position into a performance category based on unrealized P&L percentage. This helps advisors quickly identify which holdings need attention — whether for tax-loss harvesting on losses or profit-taking on strong gains.