kelly-family-office
Consolidates multiple entities' and members' holdings from CSV import and manual entry into one family-office dashboard: total AUM in a base currency, plus roll-ups by entity, asset class, and institution, and performance. Read-only — it never moves money.通过 CSV 导入和手工录入，把多个主体/成员的持仓合并成家族办公室 dashboard：以基准货币计的总资产管理规模（AUM），按主体、资产类别、机构的配置和业绩汇总。只读——绝不动钱。
When to use it什么时候用
Use it when rolling up a family office across individuals, trusts, and companies; reviewing consolidated AUM, asset allocation, custodian exposure, or unrealized performance.汇总个人、信托、公司等多主体的家族办公室，查看合并 AUM、资产配置、机构敞口或未实现业绩时使用。
OverviewConsolidated command desk with total AUM in the base currency, unrealized P/L, entity and account counts, and headline allocation.
总览合并操作台，显示以基准货币计的总 AUM、未实现盈亏、主体和账户数量，以及总体配置。
By entity / memberEach family entity (individual, trust, company) with its consolidated AUM, portfolio weight, and unrealized P/L.
按主体/成员每个家族主体（个人、信托、公司）及其合并 AUM、组合权重和未实现盈亏。
By asset classAllocation across equity, bond, cash, crypto, real estate, private equity, and alternatives, with a donut, weighted bars, and a value table.
按资产类别股票、债券、现金、加密、房地产、私募股权和另类资产的配置，含环形图、权重条和数值表。
By account / institutionConsolidation by custodian and institution to see where assets are held and concentration across banks and brokers.
按账户/机构按托管机构和券商合并，查看资产存放位置以及在各银行和券商之间的集中度。
PerformanceCost basis versus market value and unrealized P/L, per entity and for the whole family office, in the base currency.
业绩以基准货币计的成本与市值对比及未实现盈亏，按主体和整个家族办公室汇总。