Appraise allows you to create and save Portfolios on your computer. You can then create an alternate date of death portfolio and, delete or add new securities. When you resubmit your portfolio for pricing, Appraise will only charge you for new added securities.
Securities can be sorted by CUSIP number, security type or alphabetically. In addition Appraise's IRS mode allows you to enter values from the taxpayers' return into the program (security value and dividends/accruals) and let it flag any differences on the report.
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