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🏡 Personal
🏢 Business
📈 Investment
🏝️ Leisure
💹 Brokerage & Taxable Accounts
Holdings, realized gains, and tax-friendly actions.
Tip:
This is a prototype page (we’ll wire real data later).
On mobile, everything stacks automatically.
⬅️ Back to Investment
📌 What this will do
Import trades (CSV/API later)
Track realized vs unrealized gains
Surface wash-sale risks & tax notes