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Windows 95, 98, Me, NT, 2000, XP
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100 MB of free disk space
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Internet connection for program updates and data files
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Client files with holdings at BEGINNING of quarter |
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– | Excel, CSV, TXT or other ASCII file format |
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– | Security identifiers - tickers or CUSIPS |
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– | Security allocation - value or number of shares |
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– | Optional: security names, portfolio return for quarter, manager style profile |