Why do the Strategy Classification and Portfolio Information sections have a year assigned to them?
The historical information will be saved for each year. It should be entered as of the end of the prior year. For example, in 2008, you can select 2007 from the dropdown arrow and populate the values that applied on 12/31/07. We will populate the information that was stored in Altvest as the 12/31/06 values.
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