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Create and modify Advisor Databases in moments by entering the user selected Investment Sectors of a linked Allocation Table Matrix as listed under Sector and highlight and double-click on each investment (X) to be used to populate each Investment Sector with any number and combination of desired investments by Investment Category.

The investment options at each Investment Sector will be determined by the number of investments entered and added to the Master Database by Investment Sector and Investment Category.

Investments may also be selected and added by Category and by Symbol.

After selecting investments for each Investment Sector, go to Sector Weighting and weight each investment within each Investment Sector; total per sector 100%.

Investment Diversification may be varied by the number of Investment Sectors and underlying investments selected at each matrix intercept of a linked Allocation Table matrix and also by creating variations of a primary Allocation Table Matrix and linked Advisor Database by using the Copy feature; modify a Copy with more Investment Sectors and investments in a linked Allocation Table Matrix and Advisor Database for the most conservative class of investors to fewer Investment Sectors and investments for a more aggressive class of investors.

Advisor Databases Summary Report

Monitor the performance of all Advisor Databases with an assumed initial value of $10,000.00.