Welcome to your Cash Flow Analysis assistant. I can help you with:
- Listing all custodians
- Calculating cash flow yields
- Filtering by date ranges
- Comparing yields between custodians
Try asking:
What custodians do we have?
Show me Franklin Templeton yield
What is the yield for March 2025?
Draw a treemap of all yields for March 2025
Create a bar chart for March 2025
Show me a pie chart of yields for March 2025