Requirements
   Windows 95, 98, Me, NT, 2000, XP
 

 100MB Free Disk Space
   Internet Connection (for program updates and data files)
 

 Client files with holdings at BEGINNING of quarter

       Excel, CSV, TXT or other ASCII
       Security identifiers -- tickers or CUSIPs
       Security allocation -- value or # of shares
       Optional
 

          - Security names

 

             - Portfolio return for quarter

               - Manager style profile
   
 

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