Thanks for the help in advance
So I had 2 columns which were "Symbol" and "Type" and I figured that I needed to create helper
names so they could be grouped together according to ca-Cash, cs-common stock and mf-mutual fund -
See attached
So I have to be able to see how much stock exposure each client has and would like to be able
to get a total for stocks by subtracting the cash and mutual funds from the total. Also would
like to be able to get the total of the cash and mutual funds as well
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