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The Buy/Sell/Hold Worksheet Report may be generated for starting or modifying a single portfolio and for modifying multiple portfolios; Create, Blend, Rebalance, Reallocate, and Block Trade.

A Trade Export of the same data in the report may be generated and exported to a custodian/BD.

Dollar and Number of Share limits may be set at Trade Export to exclude small transactions.

The Allocation Recap Worksheet shows the initial allocation of capital by Investment Sectors, the recommended changes, and the proposed allocation of capital.