GITNUXSOFTWARE ADVICE
Finance Financial ServicesTop 10 Best Portfolio Tracking Software of 2026
Top 10 portfolio tracking software ranked for investors, weighing Kubera, Simply Wall St, Ziggma features, limits, and tradeoffs.
How we ranked these tools
Core product claims cross-referenced against official documentation, changelogs, and independent technical reviews.
Analyzed video reviews and hundreds of written evaluations to capture real-world user experiences with each tool.
AI persona simulations modeled how different user types would experience each tool across common use cases and workflows.
Final rankings reviewed and approved by our editorial team with authority to override AI-generated scores based on domain expertise.
Score: Features 40% · Ease 30% · Value 30%
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Kubera is the best fit for investors who need recurring reconciliation with automated corporate-actions updates and controlled access, while Simply Wall St works better for solo holders who want issuer context for ongoing reviews, and Ziggma suits repeatable multi-account reconciliation across reporting periods.
Editor’s top 3 picks
Three quick recommendations before you dive into the full comparison below — each one leads on a different dimension.
Kubera
Corporate-actions normalization updates holdings state so tracking stays accurate across splits and related lifecycle events.
Built for fits when investors need recurring reconciliation with automated corporate-actions updates and controlled access..
Simply Wall St
Editor pickCompany pages connect directly to holding performance so reconciliation questions can be checked in place.
Built for fits when solo investors need holdings tracking with issuer context for ongoing reviews..
Ziggma
Editor pickWorkflow configuration links reconciliation steps to reporting outputs across recurring imports.
Built for fits when investors need repeatable reconciliation workflows across multiple accounts and reporting periods..
Comparison Table
Kubera
SMBNet-worth and portfolio tracker supporting stocks, crypto, real estate, and custom assets.
Corporate-actions normalization updates holdings state so tracking stays accurate across splits and related lifecycle events.
Kubera is built around portfolio tracking workflows that start with connecting accounts, importing holdings, and mapping assets to a consistent internal representation for reporting. Cash and positions snapshots feed performance reporting so realized and unrealized gains reflect current positions and the latest transaction-derived state. Corporate actions and stock split handling are processed as part of the ongoing holdings lifecycle so shares and cost basis inputs remain aligned.
A key tradeoff is that the value depends on data quality from broker and cash inputs, because reconciliation accuracy relies on consistent identifiers and import coverage. Kubera fits investors who want automated updates for dividends, splits, and corporate actions while keeping a governed view of what changed and when.
- +Automated corporate-actions processing keeps share counts and valuations consistent
- +Reconciliation workflows reduce manual cleanup after recurring imports
- +Access controls and activity logging support governed portfolio visibility
- +Consolidated accounts reporting supports multi-broker tracking
- –High reconciliation accuracy requires clean holdings identifiers and complete imports
- –Some advanced custom reporting needs manual configuration effort
- –API and automation depth may not cover every niche broker data format
- –Large import histories can require patience during initial stabilization
Individual investors
Track multi-broker portfolios
Fewer manual updates
Family offices
Maintain consolidated holdings ledger
Aligned reporting across custodians
Show 2 more scenarios
Operations-focused investors
Reduce reconciliation after imports
Lower reconciliation workload
Kubera reconciles imported holdings and adjusts for lifecycle events to limit exception handling.
Advisers and allocators
Run scenario reviews on allocations
Better allocation visibility
Kubera supports allocation views and watch-style monitoring to support rebalancing discussions.
Best for: Fits when investors need recurring reconciliation with automated corporate-actions updates and controlled access.
Simply Wall St
vertical specialistVisual stock analysis platform with portfolio tracking and snowflake-style company ratings.
Company pages connect directly to holding performance so reconciliation questions can be checked in place.
Simply Wall St fits investors who want portfolio performance visibility plus issuer context without moving between multiple tools. Holdings tracking is structured around watchlists and position lists, and each holding links to dedicated company pages for narrative context around price moves and corporate events. Data freshness depends on how holdings are updated through the available import and refresh paths, not on deep transaction-level automation.
A key tradeoff is limited depth for lot-level accounting and corporate actions workflows compared with specialized back-office portfolio systems. This creates a good fit when the priority is ongoing review of holdings and relative performance, and a weaker fit when the priority is audit-grade reporting with full reconciliation controls.
- +Issuer pages link directly from holdings for faster context checks
- +Watchlist and holdings views support ongoing portfolio reviews
- +Import options help reduce manual re-entry for positions
- +Consolidated dashboards reduce tool switching during reviews
- –Transaction history depth is limited for audit-grade reconciliation
- –Automation coverage for corporate actions processing is shallow
- –Advanced governance controls for teams are not the primary focus
- –Complex tax-lot workflows require more specialized tooling
Retail investors
Track holdings and read issuer context
Faster holding review cycles
Dividend-focused investors
Monitor income holdings over time
More consistent monitoring
Show 2 more scenarios
Buy and hold investors
Maintain watchlists and update positions
Lower update friction
Watchlists and imports reduce repeated manual entry when portfolios change.
Advisers supporting clients
Prepare high-level portfolio snapshots
Quicker portfolio check-ins
Client holdings lists can be reviewed alongside issuer pages without deep accounting workflows.
Best for: Fits when solo investors need holdings tracking with issuer context for ongoing reviews.
Ziggma
SMBPortfolio tracking and stock scoring platform with screening and net-worth monitoring.
Workflow configuration links reconciliation steps to reporting outputs across recurring imports.
Ziggma is built around portfolio setup that can ingest transaction files and then map them into a holdings view used for performance reporting. The workflow emphasis shows up in how users can maintain consistent calculation settings and reuse them across reporting periods.
A tradeoff is that deeper automation depends on having clean, consistently formatted source statements or transaction exports. Ziggma fits best when recurring imports are available and when audit-friendly change history for adjustments matters during ongoing reconciliation.
- +Rules-based reconciliation workflow reduces manual adjustments
- +Repeatable configuration supports consistent performance outputs
- +CSV-style transaction ingestion supports fast onboarding
- +Works well for multi-account portfolio reporting
- –Automation depth depends on source data consistency
- –Advanced attribution needs more setup effort than basic tracking
Independent investors
Monthly broker statement reconciliation
Fewer reconciliation errors
Family office operators
Multi-account performance reporting
Cleaner consolidated reporting
Show 1 more scenario
RIA ops teams
Audit trail on adjustments
Tighter internal review
Track how configuration changes affect reported gains and holdings.
Best for: Fits when investors need repeatable reconciliation workflows across multiple accounts and reporting periods.
CoinStats
vertical specialistCryptocurrency portfolio manager with real-time prices, news, and wallet tracking.
Address-based wallet tracking that auto-builds balances and gains from transaction history parsing.
CoinStats is a portfolio tracking tool that focuses on fast wallet and exchange reconciliation through repeated imports and connector-driven activity syncing. Holdings reporting, performance charts, and watchlist monitoring are built around multi-currency balances with FX normalization for consolidated totals.
It also supports broader asset coverage via wallet address imports and transaction history parsing, which reduces manual entry when portfolios span multiple venues. The main differentiator is how quickly CoinStats turns incoming transactions into readable gains, balances, and account-level summaries without requiring spreadsheet-driven workflows.
- +Wallet address imports convert transactions into holdings views with minimal manual work
- +Portfolio totals include multi-currency aggregation for consolidated performance snapshots
- +Watchlist and allocation views update directly from synced activity
- +CSV import supports filling gaps when connectors cannot cover an exchange
- –Tax lot identification and lot-level attribution workflows are limited versus tax-ledger tools
- –Corporate actions processing for equities is not a strong focus
- –Some exchange histories require extra cleaning to avoid duplicate positions
- –API and automation options are less detailed than developer-first alternatives
Best for: Fits when crypto-first investors want quick reconciliation, clear totals, and frequent updates across wallets and exchanges.
Portfolio Performance
vertical specialistOpen-source desktop application for tracking investment portfolios and calculating returns.
Scriptable calculation and report customization driven by imported transactions and holdings, enabling portfolio-specific metrics.
Portfolio Performance imports holdings and transaction history, then computes portfolio performance reports with cash and positions ledger handling. It supports lot-level tracking for realized versus unrealized gains, including corporate actions and dividends so totals match your reconciliation.
The software emphasizes extensibility through its scripting and data import formats, so automation can be built around recurring broker exports. Reporting output focuses on performance reporting, allocation analysis, and benchmark comparisons from the same underlying transaction data.
- +Lot-level gains keep realized and unrealized totals aligned across many asset types.
- +Corporate actions processing updates security history without manual rework for each event.
- +CSV and OFX style imports support repeatable ingestion from broker exports.
- +Custom reports can be extended through scripting and additional calculations.
- –Account setup and data normalization require more configuration than web-first trackers.
- –Broker API integrations are limited, so many workflows depend on file imports.
Best for: Fits when detailed tax lot accounting and corporate action handling matter more than one-click broker sync.
Portseido
SMBPortfolio tracker with performance analytics, dividend tracking, and benchmark comparison.
Event processing for dividends and corporate actions applies through the portfolio history so reports update without rebuilding calculations.
Portseido targets investors who want portfolio tracking tied to a consistent brokerage account structure and repeatable reporting. The system focuses on holdings ingestion, position reconciliation against statements, and portfolio performance reporting that stays aligned as transactions change.
Automated corporate actions handling and dividends support reduce manual adjustments across reporting periods. Data export via CSV supports off-platform analysis and reconciliation workflows.
- +Transaction-based performance reporting tied to account holdings history
- +Corporate actions and dividend handling reduce manual event adjustments
- +CSV import and export support reconciliation with spreadsheets
- +Account-level organization simplifies multi-broker tracking workflows
- –Advanced reconciliations depend on precise transaction mapping
- –Automation coverage can require manual review for edge-case events
- –API access for custom integrations is limited based on available documentation
- –Reporting configuration needs careful attention to keep calendars consistent
Best for: Fits when individual investors need reliable holdings reconciliation and consistent performance reports across broker accounts.
Morningstar
enterpriseInvestment research and portfolio analytics platform with fund ratings and holdings analysis.
Standardized security metadata and event-aware performance calculations reduce drift between research holdings and portfolio tracking exports.
Morningstar portfolio tracking differentiates through its research-driven workflows tied to standardized holdings metadata and reporting views. The tool supports portfolio performance reporting with holdings history, cash and positions tracking, and corporate actions awareness across common security types.
Reconciliation work is focused on importing broker and account data and then maintaining consistency in what is held, when it was held, and how events affect returns. Morningstar also provides planning-style reporting for allocation and benchmark mapping, with exports for downstream analysis.
- +Research-first data and consistent security metadata improves reporting accuracy
- +Strong performance views for returns, allocations, and drawdown-style analysis
- +Holdings import workflows reduce manual entry for recurring portfolio updates
- +Export options support custom reporting in external spreadsheets
- –Broker and transaction mapping can require cleanup for complex transfers
- –Automation depth depends on which account feeds and formats are supported
Best for: Fits when investors want research-aligned reporting and spend time reconciling holdings rather than building custom pipelines.
Stock Rover
SMBResearch and portfolio management platform with screener, ratings, and historical data.
Tax lot identification and realized versus unrealized gains breakdown are presented as reviewable reporting views tied to imported positions.
Stock Rover targets portfolio tracking and performance reporting with an investor workflow built around holding-level enrichment and periodic updates. The software emphasizes broker-style position import plus analytics for allocations, gains, and cash and positions ledger style summaries.
Stock Rover also supports tax lot identification and reporting views that distinguish realized versus unrealized outcomes. Its integration surface centers on imports and account data refresh so reporting stays aligned with brokerage statements.
- +Tax lot reporting views separate realized and unrealized gains for review workflows
- +Holdings import plus ongoing refresh supports reconciliation against broker statements
- +Allocation and performance reporting give actionable segmentation without manual spreadsheets
- +Cash and positions summary views help catch balance mismatches during reviews
- –Corporate actions processing accuracy depends on correct security matching to the right listing
- –Advanced workflows require configuration discipline to keep cost basis and lot assumptions consistent
- –Automation and API depth are limited compared with broker integration-first tools
- –Multi-currency FX handling is less granular than specialist reporting stacks
Best for: Fits when investors need holding-level performance and tax lot views with periodic imports and reconciliation.
Ghostfolio
vertical specialistOpen-source wealth management software for tracking investments with self-hosting option.
Account-level holdings history that records post-import changes so corporate-action and reconciliation adjustments are auditable within reports.
Ghostfolio imports brokerage and bank transactions into a single portfolio view and produces performance reporting tied to your holdings. It supports reconciliation workflows such as tracking cash, positions, and corporate-action driven changes while keeping holdings organized across accounts.
The system focuses on repeatable data ingestion through supported file and feed inputs and then converts that data into reports for gains, allocations, and watchlists. Automation depth is centered on import pipelines and update cadence rather than custom programmatic workflows.
- +Clear separation of cash and positions so statements reconcile more predictably
- +Holdings history keeps changes visible after imports and corporate actions
- +Allocation and watchlist views update quickly after new ingestions
- +CSV and statement-style imports reduce dependency on broker API coverage
- –Broker and custody coverage can lag for less common institutions
- –Automation is primarily import-driven, with limited custom API-based workflows
Best for: Fits when investors want consistent portfolio performance reporting from statement imports across a few accounts.
Empower
vertical specialistPersonal wealth dashboard aggregating investment, retirement, and net-worth accounts.
Account reconciliation built around recurring ingestion and a configuration change history log.
Empower targets investors who want portfolio tracking tied to their brokerage and planning workflows rather than standalone charts. Portfolio performance reporting centers on holdings-level updates with calculated positions, income, and gains views across accounts.
The product adds automation through ingestion options and report generation that support repeatable reconciliations. Admin coverage emphasizes access scope controls and historical change visibility for operational governance.
- +Account-level tracking keeps cash, positions, and performance views aligned
- +Automated broker and statement ingestion reduces manual holdings entry
- +Change history supports review of configuration and data updates over time
- +Reporting calendars help schedule recurring performance output
- –Reconciliation quality depends on source statement completeness and mapping
- –Complex multi-entity setups require careful account and ownership setup
- –API surface is narrower than specialized developer-first portfolio tools
- –Lot-level attribution workflows feel less flexible than spreadsheet-led processes
Best for: Fits when investors need consistent performance reporting from broker data with governed access and audit-ready change history.
Conclusion
After evaluating 10 finance financial services, Kubera stands out as our overall top pick — it scored highest across our combined criteria of features, ease of use, and value, which is why it sits at #1 in the rankings above.
Use the comparison table and detailed reviews above to validate the fit against your own requirements before committing to a tool.
How to Choose the Right portfolio tracking software
Portfolio tracking software brings holdings reconciliation, cash and positions tracking, and performance reporting into a single workflow that can update as new statements and lifecycle events arrive. This buyer guide covers Kubera, Simply Wall St, Ziggma, CoinStats, Portfolio Performance, Portseido, Morningstar, Stock Rover, Ghostfolio, and Empower based on their reconciliation automation, event handling, and configuration control.
The most reliable tools in this set treat corporate actions and dividend-related events as update triggers, not manual adjustments. Kubera and Portfolio Performance emphasize corporate-actions normalization through recurring recalculation paths, while Simply Wall St centers issuer context to speed reconciliation checks against holding performance.
Portfolio tracking software for holdings reconciliation, performance reporting, and event-aware updates
Portfolio tracking software imports broker or statement data, transforms it into tracked accounts and holdings, and produces portfolio performance reporting with realized versus unrealized gains and allocation views. It also needs corporate actions processing and dividends and interest accrual logic to keep security history, share counts, and valuations aligned as events occur.
In practice, Kubera is built around automated corporate-actions processing that keeps tracking accurate across splits and related lifecycle events. Ziggma focuses on workflow configuration that links reconciliation steps to reporting outputs across recurring imports, which supports repeatable performance results when multiple accounts and reporting periods must stay consistent.
Reconciliation automation, event handling, and configuration control
Portfolio tracking software stays trustworthy when it updates holdings state using corporate-action and dividend events rather than waiting for manual edits. The strongest tools normalize lifecycle changes into the same recalculation path that produces cash and performance reporting.
Configuration control also determines how reliably results repeat across accounts, statements, and reporting periods. Tools that connect reconciliation workflow steps to outputs reduce silent drift between imports and portfolio performance views.
Corporate-actions normalization that keeps share counts aligned
Kubera normalizes corporate-actions updates into holdings state so tracking stays accurate across splits and related lifecycle events. Portfolio Performance also updates security history through corporate-actions processing that runs after imported transactions and holdings.
Workflow configuration that binds reconciliation steps to outputs
Ziggma links reconciliation steps to reporting outputs across recurring imports using a workflow configuration approach. Ghostfolio records post-import holdings history so changes caused by corporate actions remain auditable inside reports.
Issuer context for faster reconciliation checks
Simply Wall St connects issuer pages directly to holding performance so reconciliation questions can be verified in place. Morningstar emphasizes standardized security metadata and event-aware performance calculations that reduce drift between research holdings exports and tracking outputs.
Tax lot reporting that separates realized and unrealized gains
Stock Rover presents tax lot identification and realized versus unrealized gains breakdown as reviewable reporting views tied to imported positions. Portfolio Performance supports lot-level gains that keep realized and unrealized totals aligned across many asset types.
Crypto-first ingestion that auto-builds balances and gains from transactions
CoinStats imports wallet addresses and parses transaction history into holdings views with minimal manual work. CoinStats also aggregates multi-currency totals for consolidated performance snapshots when multiple wallets or exchanges must roll up together.
Dividend and event processing embedded in history-driven calculations
Portseido processes dividends and corporate actions through portfolio history so reports update without rebuilding calculations. Empower builds account reconciliation around recurring ingestion and a configuration change history log.
Match reconciliation automation and governance controls to portfolio complexity
The right portfolio tracking software depends less on which screens exist and more on how it transforms statement and lifecycle inputs into consistent holdings and performance outputs. The decision points below separate tools optimized for normalization automation from tools optimized for workflow repeatability or reconciliation auditing.
Start with the highest-friction workflow for the portfolio, then pick a tool whose event handling and reconciliation plumbing target that friction. The forks in the steps below compare how different products treat corporate actions, tax lots, and import-driven reconciliation.
Prioritize corporate-actions normalization if splits and related lifecycle events cause drift
Choose Kubera when corporate-actions normalization updates holdings state so share counts and valuations remain consistent across recurring imports. Choose Portfolio Performance when corporate actions feed into a scriptable calculation and report customization pipeline driven by imported transactions and holdings.
Pick workflow configuration when repeatability across accounts and periods matters
Choose Ziggma when reconciliation workflow configuration needs to link reconciliation steps to reporting outputs across recurring imports. Choose Ghostfolio when auditability depends on holdings history that records post-import changes after statement ingestion.
Select issuer-context reconciliation when manual checks are part of the review cycle
Choose Simply Wall St when issuer pages must connect directly from holdings so reconciliation questions can be checked in place. Choose Morningstar when standardized security metadata and event-aware performance calculations reduce drift between research holdings exports and portfolio tracking views.
Choose tax-lot-focused reporting when cost basis review drives decisions
Choose Stock Rover when tax lot identification and realized versus unrealized gains breakdown must be reviewable as reporting views tied to imported positions. Choose Portfolio Performance when lot-level gains must remain aligned across realized and unrealized totals through imported holdings and transactions.
Use crypto-first ingestion if the primary reconciliation unit is wallet addresses
Choose CoinStats when address-based wallet tracking must auto-build balances and gains by parsing transaction history across wallets and exchanges. Avoid expecting corporate-actions depth from CoinStats when equities lifecycle events are a core source of complexity.
Choose history-driven event processing when event handling must update without recalculation rewrites
Choose Portseido when dividend and corporate actions must apply through portfolio history so reports update without rebuilding calculations. Choose Empower when reconciliation needs a configuration change history log tied to recurring broker ingestion and statement ingestion mapping.
Who should use these portfolio tracking software tools
Different tools in this set fit different reconciliation workflows. The segments below focus on where each product’s configuration, event handling, and reconciliation plumbing reduce manual work.
The best match depends on whether the portfolio is driven by corporate-actions complexity, issuer verification, tax-lot review, or crypto wallet parsing.
Investors needing recurring reconciliation with automated corporate-actions updates and controlled access
Kubera fits portfolios where recurring imports must stay accurate after splits and related lifecycle events. Kubera is also positioned for investors who want reconciliation workflows that reduce manual cleanup after each import.
Solo investors who reconcile holdings using issuer context during ongoing reviews
Simply Wall St fits investors who review holdings alongside issuer pages to answer reconciliation questions quickly. Its watchlist and holdings views support ongoing portfolio review rather than spreadsheet-based cross-checking.
Investors running consistent multi-account reporting across periods with repeatable reconciliation outputs
Ziggma fits users who need repeatable reconciliation workflows where configuration directly affects reporting outputs. The workflow configuration approach helps standardize results across multiple accounts and reporting periods.
Investors focused on lot-level performance review and realized versus unrealized gain scrutiny
Stock Rover fits investors who require tax lot views that separate realized and unrealized gains for review workflows. Portfolio Performance fits when lot-level gains must stay aligned across many asset types through imported transactions and holdings.
Crypto-first investors tracking multiple wallets and exchanges through transaction parsing
CoinStats fits crypto-first portfolios where address-based wallet tracking must auto-build balances and gains. It also supports consolidated multi-currency performance snapshots across wallets and exchanges.
Common portfolio tracking software pitfalls
Portfolio tracking fails when reconciliation plumbing does not match the portfolio’s source of truth. The mistakes below target the specific failure modes seen when event handling, mapping, and configuration discipline do not align with the portfolio’s input quality.
Avoid these patterns to prevent drift between statement ingestion, holdings state, and performance reporting outputs.
Treating corporate actions as manual cleanup instead of automated normalization
Kubera and Portfolio Performance route corporate-actions updates into holdings state or security history so share counts do not drift after splits. Using a tool without strong corporate-actions processing creates predictable cleanup work after each lifecycle event.
Assuming reconciliation depth equals audit-grade transaction history
Simply Wall St supports faster reconciliation checks through issuer context, but transaction history depth can be limited for audit-grade reconciliation. Portfolios requiring audit-grade reconciliation should validate whether the workflow captures sufficient transaction detail.
Underestimating how security matching quality affects corporate-action accuracy
Stock Rover corporate-actions processing accuracy depends on correct security matching to the right listing. Poor identifiers in imports can lead to wrong lot assumptions and inconsistent realized versus unrealized results.
Building tax lot review workflows that exceed the tool’s lot-level capabilities
CoinStats emphasizes wallet address tracking and balances rather than lot-level attribution for tax workflows. Investors needing lot-level attribution and tax lot identification should prioritize Stock Rover or Portfolio Performance.
Ignoring configuration and mapping edge cases that require manual review
Portseido reconciliation quality can depend on precise transaction mapping for advanced reconciliations. Empower also depends on source statement completeness and correct mapping for complex multi-entity setups.
How We Selected and Ranked These Tools
We evaluated each portfolio tracking tool on reconciliation automation behavior, event handling coverage, and configuration control across recurring imports. Features accounted for 40% of the score because automated corporate-actions processing and dividend event handling determine whether holdings state stays aligned.
Ease/value accounted for 30% each because statement ingestion and import-driven workflows must be usable enough to run repeatedly without accumulating cleanup debt. Kubera ranked first because its corporate-actions normalization updates holdings state through recurring recalculation paths and its reconciliation workflows reduce manual cleanup after recurring imports.
Frequently Asked Questions About portfolio tracking software
How do Kubera and Portfolio Performance keep valuations aligned after corporate actions?
Which tool works best for repeating the same reconciliation steps across many accounts?
How do Simply Wall St and Morningstar connect portfolio holdings to security research context?
When does CoinStats’ address-based model become a constraint for portfolio coverage?
What breaks if data imports include inconsistent identifiers across brokers and accounts in Stock Rover?
How do Ghostfolio and Empower differ in auditability for portfolio history changes?
What integration surface should be expected from Ziggma versus Ghostfolio for automated updates?
How do Portseido and Kubera handle cash and positions ledger consistency over multiple reporting periods?
Which tool best supports exporting data for downstream analysis while keeping computations consistent?
When should an investor choose Portfolio Performance over Stock Rover for tax lot workflows?
Tools reviewed
Primary sources checked during evaluation.
Referenced in the comparison table and product reviews above.
- Finance Financial ServicesTop 10 Best Portfolio Software of 2026
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- Finance Financial ServicesTop 10 Best Private Equity Deal Tracking Software of 2026
- Finance Financial ServicesTop 10 Best Fixed Income Portfolio Management Software of 2026
- Financial Services InsuranceTop 10 Best Wealth Portfolio Management Software of 2026
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