Master Investor (MI) for Windows Version 2.01 This file contains a brief program description, evaluation license terms, installation instructions, and information on obtaining technical support. Program Description MI is a powerful tool that helps individual investors and professional money managers organize and analyze the information that is critical to making informed investment decisions. MI features: * Comprehensive portfolio management. MI provides complete tracking of security and cash transactions with automatic computation of net worth, capital gains, return on investment, asset allocation and much more. MI allows you to orgainze your information into up to 1,000 portfolios and produce reports based on any combination of one or more portfolios. * Technical analysis. MI creates and displays technical analysis charts with your choice of technical indicators including moving averages, stochastics, on-balance volume, relative strength index, MACD, trend analysis, ratio cantor and correlation analysis. * Built-in Price Loader. Just download price/volume data from your favorite information provider and use MI's Import option to update all your charts and portfolios. We have pre- defined import formats for over a dozen popular information services such as Compuserve, Prodigy, AOL, Quote.Com and more. If your service is not included you can easily add it by defining a new data format. * Support for sophistocated trades. MI fully supports all IRS approved cost basis accounting methods for stocks, bonds, mutual funds, short sales, put options and call options. MI also provides an automatic sweep of funds to and from cash accounts when entering security transactions and investment income. * Asset allocation. MI produces reports and graphs showing the allocation of assets by portfolio, by type and by user defined investment objective. * Powerful report generator. Our report generator lets you customize each of the over 20 reports to include any time span and any combination of portfolios so you get just the information you need. Evaluation License This program is licensed for evaluation only. You are hereby granted a license to use this software for an evaluation period of up to 30 days. If you continue to use this software beyond the evaluation period you must purchase a license. DO NOT install this software if you do not agree to the terms of this evaluation license. System Requirements MI requires Windows 3.1 or higher, a hard disk with approximately 2.5 megabytes of free space, 4 Megabytes of RAM, and a Windows compatible graphics printer. In your Config.Sys file, the parameter "Files=" should be set to 40 or more. Master Investor requires a default printer be defined in the windows control panel. Choose the "Printers" icon from the Windows Control Panel. If no printers have been installed, you will need to install one. If you already have installed printers choose one that is capable of printing truetype fonts (i.e. a graphics printer and not a fax modem). After installing or selecting a printer, click the "Set as Default" button to set the printer as your default windows printer. Upgrading from an earlier version. Before installing this version use your present version of MI to make a backup disk of your data. In the File menu choose the Backup Data option to make the backup disk. This is a precautionary measure. During the installation process you will be prompted to choose either "Full Installation" or "Upgrade Installation." If you choose "Upgrade Installation" your present data files will be preserved. If you accidently choose Full Installation, your present data files will be overwritten and you will need to choose the "Restore Data" option to restore your backup data for use with the new version. Installation: To prepare for installation, unzip the archive to a blank formatted floppy disk (1.4 Meg capacity or higher) or to an empty (scratch) directory on your hard disk. To install MI, use the Program Manager or File Manager to start mi201.exe. For example, if you are installing from drive A: 1. From the Program Manager File or Win95 Start menu, choose Run. 2. In the Run dialog box, type "a:mi201" and choose OK. The install program will allow you to select the drive and directory where MI will be installed. The default is C:\MI. If you are reinstalling MI or installing an updated version, use the same directory where you originally installed the program. Starting MI The data files shipped with MI contain sample data that is provided to help you become familiar with the various options and capabilities of MI. The sample data covers the period January 1995 through December 1996. The Learning Master Investor section of the User's Guide contains a step-by-step guide to getting acquainted with MI. Technical Support If you are unable to resolve a question or you have difficulty running MI, please call or send us a letter describing the problem. Include the exact text of the error message (if any) and a complete description of the problem, your computer system (computer, memory, graphics card, DOS and Windows version, contents of CONFIG.SYS and AUTOEXEC.BAT files, etc.), the option you were running when the error occurred and any supplemental data that you entered under the option. If sending a letter, please also nclude a disk created using the File/Backup Data option (your data will be held in strict confidence). We will investigate the problem and respond as quickly as possible. We at 'Otto-Williams Ltd. take great pride in providing quick responses to our customer's questions. Including your phone number will help in the event we need additional information to diagnose the problem. Our technical support group can be reached at: OWL Software P.O. Box 794 Lanham, MD 20703-0794 USA Phone: 301-306-0409 EMail: 72144.1223@Compuserve.Com