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Bonds

Creating and tracking bond investments in AssetView including maturity dates, coupon payments, and yield calculations.

Functions for this asset type are provided by an AssetView App

Bonds App Guide

Base - Cash

Track cash holdings and base currency positions in AssetView for accurate portfolio cash management and liquidity tracking.

Certificates of Deposit (CDs)

Track CD investments in AssetView including maturity dates, interest rates, and automatic yield calculations.

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