The composite setup screen allows the creation of composites by typing a code, name and description. Users choose a period  after which a new portfolio may be added. Each policy tab has a wizard function for easy setup. Tabs are size requirements, investment levels, significant cash flows, tracking fields, portfolio characteristics, disclosures (create, edit, save disclosures for reports), category (which data items to calculate), calculations (BMV or other), net of fees (for net of fee reporting) and tax data (for after tax reporting).