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I probably have run through several dozen and I would say that stock splits are the number 1 issue that I have to adjust for. Other than that there are a few issues that I have had to correct manually.

If you want to capitalize operating leases or R&D or adjust for options then that would have to been done manually and would increase the workload. I would consider these exercises if you want to generate a discounted forward valuation(EVA, FCFF, etc.)

Otherwise everything is populated dynamically based on the ticker.

As for the data it is with the smf-addin by fellow Fool rharmelink and I use for the information. Because it is dynamic you can pull information on any ticker so I have a basic template and then save the template for each ticker. I think that using a template customized for a specified sector/group might also make sense.

(For setup I have Fedora running Open Box and a virtual Windows Machine using Excel 2003 w/ the smf-addin. Using Google docs would be a great way to share some of the work but haven't had the time to figure out the best way to present it. Seeing is believing.)

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