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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 number of shares
  Optional: - Security names
- Portfolio return for quarter
- Manager style profile

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