* DataLink Communications
1 The DataLink module facilitates downloading of security price quote
1 data from various data services.  To download quotes, go to Price History
1 or Portfolio Position records and execute "Alt+L" to access this module.
1 Then execute the "Alt+A" autoquote command after specifying quote date
1 range.  The "Alt+S" "SmartTerminal" command permits manual ASCII communi-
1 cations with bulletin boards.
1
1 DataLink "Alt" Menu
1
1 Alt+E     - Edit datalink records
1 Alt+S     - enter "Smart" terminal mode (automatically dials
1             and logs on, then enters "manual" interactive mode)
1 Alt+A     - Automatically price security positions in current position,
1             using current record AutoPrice specifications.
1 Alt+C     - Communication specifications menu
1 Alt+D     - Duplicates record (for further editing)
1 Ctl+Home  - Moves record to first position
1 PgUp/PgDn - Next / Previous Data link record
1
* DataLink Log-On Specifications
1
1 Service Name  - Info only
1 Phone <PH>    - Phone # to reach service
1 User ID <USR> - Your ID # with service
1 Password <PW> - Your Password with service
1 Com. Specs    - Com#,Baud,Parity,Wordsize,StopBits
1                 E.g. COM1:1200,E,7,1
1 Dial Sequence - Sequence to dial and connect with service
1 Log On Seq.   - Log on sequence
1 Log Off Seq.  - Log off sequence
1
1 ^P = pause.  ^R=<CR>  ^W = Wait for following characters.
1 Auto-price specs depend on service.
1
1 Compuserve-TAPCIS Users:
1
1 TAPCIS may alter the CIS  "!" prompt to "OK", you may have to modify the
1 the DLINK script accordingly (replace "!" with "OK").
* Download Retrieval Spec Records
2
2 Download Specification Records are used to specify to the DataLink module
2 how to request for a particular type of data and to enable it to interpret
2 the data once it is received.  The "T" (type) field identifies the type
2 of specification, upon which the contents and interpretation of the
2 "Specification" field depends.
2
2 The first 3 records are of type "*", and in order are used as follows:
2
2  1) Main Service Request - Transmits the request for quote services.
2  2) Sub-Service Request - Transmits request for particular quote
2     service.  Subservice request is re-transmitted in order to get
2     a prompt if the previous quote request failed.
2  3) Quote Request - Transmits the security ticker symbol, represented
2     by "<SYM>", or security Cusip # (if applicable), represented by
2     "<CSP>" in a request for a quote.
2
* Download Retrieval Specs (cont'd)
2
2 The remaining record types ("A" through "Z", and " ") are used to interpret
2 the quotes as they are received.  The type field represents the security
2 "type" as defined in the "T" field of the destination record. (recs w/o
2  "type" field are assumed type nul or blank).  Brackets "<>" are used to
2  define variables which may be substituted in the quote request.  The
2  interpretation of specification components is as follows:
2
2  <KW>  - (Key Word) This is a series of characters (bracketed by double
2   quotes) from which the position of the quote is determined. If <KW>=
2   "<SYM>", the position count begins at the start of the following line.
2   The notation "[L+2]" specifies to skip two more lines before
2   starting position count.
2
2  <PFX> - (Prefix) Used as a prefix for retrieving Dow Jones quotes.
*
2  [POS] - Specifies position(s) of quotes to be retrieved.  Position is
2    counted in characters starting from end of the response line which
2    contains the "Key Word".  Exception: if a delimiter is specified
2    by "( )" then the position count is counted in "words" as separated
2    by delimiters (contiguous spaces are counted as a single delimiter).
2
* Printer Specifications
B
B  Selections 1..5 set output device characteristics for Text output:
B
B   Device - This field is set by PFROI
B   Cols   - Max number of output columns.
B   Lines  - Lines per page.
B   Top    - Top Margin (To allow preprinted letterheads)
B   Brk    - Use "On" for sheet feed or console output
B
B   Setup Codes - Are transmitted to printer prior to output in order to
B     set print characteristic.  Refer to printer manual for codes.  ASCII
B     values are keyed in by depressing Alt-key and keying ASCII value from
B     number keypad.  If Col > 80 then setup codes or printer control panel
B     must be set for compressed print.
B
B  Selections A..H set output device characteristics for graphics output:
B
B   Display Type - Automatically set by program.
B
B   Printer Type - Toggles between major printer types.  "IBM Chr Set"
B    produces improved header boxes and underlines but your printer must be
B    configured to support IBM Graphics Character Set (see printer manual).
* Printer Specifications (cont'd)
B
B   Aspect Ratio - Aspect ratio of printer dpi width to dpi height
B
B   Graphics Width - Printer width of graphics in # of dots (max=1200)
B
B   Graphics Setup Codes - Codes to set printer for bit image graphics output.
B     Default is CGA/EGA/VGA.  For Hercules key-in : Esc, L, Alt-208, Alt-2.
B
B   Graphics IPL Setup - Sets up graphics inch-per-line.
B
B   IPL Reset Codes - Resets inch-per-line for text output after graphic done.
B
B   Vertical Char - Substitute vert. char. for European printer mode
B
B  See user manual for details.
* Color Configuration
D
D  Display colors may be modified by toggling the characters on this
D  configuration screen.
D
* Group Specifications
G
G  Group Specification records are used to assign a descriptive label
G  to each group type. This descriptive label is used on the sub-total
G  records on portfolio "Position" screens.
G
* Market Indices
H
H  Up to seven market indices may be specified.  Indexes with non-blank
H  symbol fields will be displayed on "Position" screens and if priced
H  will have ROI computed/displayed on the ROI report.
H
H  The "Beta" index is the index against which portfolio beta is computed.
H
* PFROI Utilities
I
I Merge - Combines multiple portfolio files into a single portfolio file.
I
I Change Symbol - Changes specified ticker symbol in specified portfolio
I  to new ticker symbol.  (Useful for corporate name changes).
I
I Archive - Removes records of closed out securities to a storage file
I  so as to reduce the size of the current portfolio. Avoid using this
I  function unless you have run out of computer memory.
I
I Create Demo - Creates a non-full-function version of CAPTOOL/PFROI labeled
I  "Demo" which may be copied and passed on to others for trial use.
I
I Backup Data - Copies ".STD" files and portfolio files listed in CLIENTS.STD
I  to specified floppy drive.
I
I Non-English Report Labels (CAPTOOL Global) - Enables user translation of
I  report headers & labels to non-English formats.
* Communication Parameters
L
L  Auto Log-On     - When "On" executes Log-On specifications upon initiation
L                    of "Smart Terminal" mode.
L  Max. Link Trys  - Number of trys to connect when executing Log-On specs.
L  Connect Wait    - Max. wait for modem tone upon execution of Log-On specs.
L  Receive Wait ^W - Max. wait time for response specified after "^W" in
L                    communication specs.
L  Pause Delay  ^P - Length of "Pause" upon occurance of "^P" in com. specs.
L  CTS Check       - Activates "Clear To Send" checking  (default="off")
L  DSR Check       - Activates "Data Send Ready" checking (default="off")
L  THR Check       - Activates "Transmit Hold Register" check (def.="on")
L  Transmit Pacing - Milli-seconds between character transmissions
L  Auto Dial Port  - COM Port for "Auto-Dial" from Accounts/Prospect module.
L  Dial Sequence   - Modem commands for "Auto-Dial" from A/P module.
L  Hangup Sequence - Modem commands for "Auto-Dial" "Hang-Up" from A/P module.
L
L Note: "Auto-Quote" retrieval may fail to "Connect" or "Log-On" when using
L a fast PC unless the "System Mhz" in the main configuration is modified
L or "Connect" and "Receive" Wait and "Pause Delay" lengthed.
* Price History Records
M
M  Price history records are a historical database of prices which may be
M  drawn on by PFROI to price portfolios or used to plot price/volume trends
M  and compute moving averages.  Data may be manually entered, imported from
M  an ASCII text file, or updated by downloading prices from a price data
M  service using the DLINK module.  Alt commands are as follows:
M
M   Alt+S - Sort by date (and by symbol for same date)
M   Alt+M - Mask by symbol, to isolate a particular security
M   Alt+G - plot Graphics of price, volume & moving averages
M   Alt+D - toggles "Description" field display on/off (off=faster scroll)
M   Alt+L - accesses dLink communications for data download.
M   Alt+I - Import data from ASCII comma delimited text file of format:
M             mm/dd/yy, Symbol, Type, Volume, Open, High, Low, Close
M   Alt+A - accesses Master Security List (Aux)
M   Alt+R - aRchives records from currently loaded price file.
M   Alt+! - Toggles price retrieval "Disable" flag. When set ("!" next to
M           symbol) DataLink skip record during price retrieval operations.
M
M  The "Ctrl+F6" key will create a full set of new records dated the same
M  date of the current record and with symbols drawn from the master list.
*
M  To permit splits to graph properly, two price records should be entered
M  on the date the split takes effect, with the first record containing
M  the pre-split price in the "Close" field and the second entry containing
M  the post-split price.  For example, security "XYZ" splits on 4/15/90
M  and closes the day at 40.  You would make two "4/15" entries, the first
M  closing at 80 and the second at 40.
*

