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1994-04-24
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Wall $treet - The Bottom Line
General Investment Database Tracking
& Analysis Software for MS-DOS
Version 6.2
May 1, 1994
Color / Monochrome / LCD
CGA / EGA / VGA
Copyright 1989-94
by:
Dan M. Schell
IMAGE PLUS SOFTWARE
3923 WALDEN WAY
DALLAS, TEXAS 75287
(214) 307-7056
ALL RIGHTS RESERVED
Program File Listing
WALLST.EXE MAIN LOADER PROGRAM
WSMAIN.OVL MAIN OVERLAY MODULE
PNTWST.OVL PRINT MODULE
WSUTIL.OVL UTILITY MODULE
WSGRAPH.OVL GRAPH MODULE
WSTRACK.OVL CURRENT PRICING MODULE
WSCALC.OVL FINANCIAL ANALYSIS MODULE
SAMPLE.DAT SAMPLE DATA FILE - CAN BE DELETED
WALLST.DTA CURRENT PRICING DATA FILE (WITH SAMPLE DATA)
WALLSTD.CTL SYSTEM CONFIGURATION FILE - DO NOT DELETE
PRINTERS.CTL PRINTER CONFIGURATION FILE - CAN BE DELETED
BRUN45.EXE RUN TIME MODULE
WALLST.DOC DOCUMENTATION - DOCUMENTATION MAILED WITH REGISTRATION
INSTALL.EXE INSTALLATION PROGRAM
README.TXT MAY BE INCLUDED WITH THE LATEST NOTES AND REVISIONS
WALLST.ICO A WINDOWS COLOR ICON FOR USE WITH MICROSOFT WINDOWS
QUOTES.TXT A SAMPLE PRODIGY CURRENT PRICING FILE
CSQUOTES.TXT A SAMPLE COMPUSERVE CURRENT PRICING FILE
PROGRAM OVERVIEW
----------------------------
THIS PROGRAM WAS WRITTEN TO HELP YOU KEEP TRACK OF AND ANALYZE YOUR
INVESTMENTS. IT WAS ORIGINALLY WRITTEN TO HANDLE STOCKS AND BONDS, BUT
HAS BEEN EXPANDED TO HANDLE MOST TYPES OF INVESTMENTS INCLUDING COINS,
COLLECTIBLES AND ANY ITEM YOU BUY AND THEN SELL AT A LATER DATE, HOPEFULLY
TO MAKE A PROFIT.
EACH TIME YOU BUY & SELL AN INVESTMENT, YOU WILL BE ABLE TO QUICKLY &
EASILY STORE THE DETAILS OF THE TRANSACTION. THIS WILL PROVIDE A PERMANENT
RECORD OF THE DETAILS OF EACH TRANSACTION FOR FUTURE USE. YOU WILL BE ABLE
TO EDIT & DELETE INDIVIDUAL RECORDS, ALLOWING YOU TO KEEP YOUR DATA FILE OR
FILES CURRENT. YOU CAN EASILY SELL PART OF AN INVESTMENT, UPDATE A
CURRENT INVESTMENT AS A RESULT OF A STOCK SPLIT, OR CREATE A NEW RECORD
EACH TIME A DIVIDEND IS PAID AS ADDITIONAL SHARES OF YOUR INVESTMENT.
USING THE CURRENT PRICING MODULE, YOU WILL BE ABLE TO EVALUATE YOUR CURRENT
INVESTMENTS BASED ON THEIR CURRENT PRICING OR VALUE, & OBTAIN A YEAR TO
DATE PERFORMANCE EVALUATION, BASED ON CURRENT PRICING AND TRADES COMPLETED
IN THE CURRENT YEAR.
YOU WILL BE ABLE TO USE AS MANY DIFFERENT DATA FILES AS DESIRED, AS
SPECIFIED FROM THE UTILITY MENU. THE DATA FILE LAST USED, WILL BE
AUTOMATICALLY LOADED FROM THE MENU THE NEXT TIME YOU START THE PROGRAM.
YOU ARE ABLE TO PASSWORD PROTECT ANY OR ALL OF YOUR DATA FILES TO RESTRICT
ACCESS TO YOUR INVESTMENT HISTORY.
WHEN YOU START THE PROGRAM, IT WILL REMIND YOU OF THE LAST DATE THE PROGRAM
WAS EXECUTED, THE ACTIVE DATA FILE, AND THE NUMBER OF RECORDS IN THAT DATA
FILE. IT WILL ALSO KEEP TRACK OF HOW LONG YOU HAVE BEEN IN THE PROGRAM &
PROVIDE THAT INFORMATION TO YOU WHEN YOU EXIT.
THE PROGRAM WILL ACCOMMODATE "SHORT SELLS" AS WELL AS TRADITIONAL
INVESTMENTS. IT WILL CALCULATE & DISPLAY VARIOUS FACTORS BASED ON BUY/SELL
PRICES, FEES/COMMISSIONS PAID, DATE BOUGHT/SOLD, & NUMBER OF SHARES
INCLUDING:
O TOTAL COST TO PURCHASE AN INVESTMENT
O TOTAL RECEIVED FROM SALE OF AN INVESTMENT
O DAY OF THE WEEK THAT A TRANSACTION OCCURRED
O NUMBER OF DAYS HELD TO DATE, WHILE STILL IN YOUR PORTFOLIO
O NUMBER OF DAYS INVESTMENT HELD WHEN A TRADE IS COMPLETE
O PROFIT OR LOSS PERCENTAGE, BASED ON THE INVESTMENT & ON THE TIME HELD
O ALLOW YOU TO ASSIGN A RECORD TYPE TO EACH OF YOUR INVESTMENTS
O CALCULATE THE PRESENT VALUE OF EACH INVESTMENT BASED ON THE CURRENT
PRICING FOR THAT INVESTMENT.
THE ANALYSIS PORTION OF THE PROGRAM WILL DISPLAY VARIOUS SUMMARIES FOR ALL
TRADES OCCURRING IN THE YEAR YOU CHOOSE. ONE OPTION WILL SUMMARIZE A
LISTING OF ALL TRADES REPORTABLE TO THE IRS IN THE CHOSEN YEAR. THIS IS
VERY USEFUL AT TAX TIME.
THE GRAPH PORTION OF THE PROGRAM WILL DISPLAY SEVERAL GRAPHS DISPLAYED BY
RECORD NUMBER TO AID IN VISUALIZING YOUR TRADING PERFORMANCE OVER TIME.
MENU INTERFACE: THE SELECTIONS FROM THE MENU ARE MADE BY PRESSING THE
INDICATED KEY. YOU CAN USE UPPER OR LOWER CASE. FOR EXAMPLE:
"PRESS YOUR CHOICE (A,L,D,C, or M)"
MAKE YOUR SELECTION BY PRESSING "A". NO "RETURN" IS NEEDED, AS THE
SELECTION IS AUTOMATIC. THE MENU WILL INDICATE THE APPROPRIATE CHOICE BY
PARENTHESES. FOR EXAMPLE "CUM-(S)UMMARY GRAPH" WOULD BE SELECTED BY
PRESSING "S".
IN ADDITION TO THE DIRECT SELECTION FROM THE MENUS, THE ESC KEY WILL
RETURN YOU TO THE PARENT MENU. WHEN AT THE MAIN MENU, THE ESC KEY WILL
EXIT THE PROGRAM.
IF YOUR SYSTEM DOES NOT HAVE COLOR CAPABILITY, OR IF YOU PREFER TO DISPLAY
ALL TEXT IN WHITE, YOU WILL WANT TO SELECT THE LCD / MONOCHROME SELECTION
FROM THE UTILITY MENU, GRAPHIC MODE SELECT OPTION. THIS WILL MODIFY THE
HIGHLIGHT USED IN THE POP-UP WINDOWS, SO THAT YOU WILL BE ABLE TO DETERMINE
WHICH ITEM IS BEING HIGHLIGHTED.
TO GET STARTED QUICKLY
----------------------
1: RUN THE INSTALL PROGRAM, OR SIMPLY USE DOS TO CREATE A DIRECTORY AND
COPY ALL FILES TO THAT DIRECTORY.
NOTE: IF YOUR REGISTERED DISK IS DELIVERED ON A 5 1/4" 360K FORMAT, YOU
MUST RUN THE INSTALL PROGRAM FROM THIS DISK. ONCE THE INSTALL PROGRAM
IS COMPLETE, YOU WILL NEED TO RE-RUN THE INSTALL.EXE FILE FROM YOUR
TARGET DISK. THIS WILL UNCOMPRESS THE NECESSARY PROGRAM FILES. RUN
WALLST.EXE TO BEGIN WALL $TREET THE BOTTOM LINE.
2: CHANGE DIRECTORIES TO THE DIRECTORY CREATED IN STEP 1 ABOVE AND TYPE IN
"WALLST".
3: IF YOU WISH TO EXPLORE THE CAPABILITIES, USE THE SAMPLE.DAT DATA
FILE OR HOTSTOCK.DAT AND EXPERIMENT WITH AS MANY MENU CHOICES AS
DESIRED. WHEN YOU ARE READY TO ENTER YOUR OWN INVESTMENT DATA, PROCEED
TO ITEM #4.
4: FROM THE MAIN MENU, SELECT "U" TO ACTIVATE THE UTILITY MENU.
5: FROM THE UTILITY MENU, SELECT "F" AND THEN "A" TO SELECT A NEW DATA FILE.
6: ENTER UP TO 8 CHARACTERS TO NAME YOUR DATA FILE, AND PRESS RETURN, THEN
"Y", AND THEN ANY KEY TO ACTIVATE YOUR NEW DATA FILE.
7: PRESS "M" AND THEN "M" AGAIN TO RETURN TO THE MAIN MENU.
8: PRESS "A" AND BEGIN ADDING RECORDS TO YOUR FILE. THESE RECORDS CONTAIN
THE DETAILS OF EACH OF YOUR INVESTMENTS!
GOOD LUCK !
=================================================================
MENU DESCRIPTIONS
==============================
MAIN MENU
----------------
DISPLAY & ANALYZE / DATA ON FILE: BRANCH TO THE INVESTMENT DISPLAY MENU.
ADD NEW DATA TO ACTIVE FILE (BUY): USED PRIMARILY TO ADD A NEW
INVESTMENT TO THE ACTIVE FILE. THE INPUT FIELDS ARE AS LISTED AND
DESCRIBED BELOW: AN "I" INDICATES AN INPUT, "W" POP UP WINDOW, "Q"
QUESTION, & "R", A SYSTEM RESPONSE.
I ITEM DESCRIPTION: THE NAME OF THE INVESTMENT (UP TO 20 CHARACTERS).
YOU MAY WANT TO USE YOUR OWN NAMING SYSTEM FOR USE AS A QUICK SEARCH AS
DESCRIBED IN THE VIDEO PRINT MENU. FOR EXAMPLE, NOTING ALL INVESTMENTS IN
YOUR IRA WITH THESE LETTERS SOMEWHERE IN THE NAME WILL LATER ALLOW YOU TO
DISPLAY ALL IRA INVESTMENTS BY SIMPLY SEARCHING ON IRA AS DESCRIBED BELOW.
W RECORD TYPE: SELECT FROM THE CHOICES LISTED IN THE POP-UP WINDOW BY
USING THE "UP" / "DOWN" ARROWS OR THE "HOME" / "END" KEY. THE RECORD TYPE
WILL BE STORED ALONG WITH THE NAME OF THE INVESTMENT. THIS WILL BE USEFUL
TO LATER DISPLAY A SELECTED GROUP OF YOUR INVESTMENTS. THE LAST SELECTION
IN THE LIST WILL ALLOW YOU TO ENTER YOUR OWN INVESTMENT TYPE.
I NUMBER OF SHARES: THE NUMBER OF SHARES PURCHASED. FOR INVESTMENT
TYPES SUCH AS COINS, OR REAL ESTATE, THE NUMBER OF SHARES WILL BE 1.
MAXIMUM OF 500,000 SHARES IN INTEGER FORMAT. OPTIONAL FORMAT MAXIMUMS
ARE 999999.9; 99999.99; 9999.999 IF SHARES ENTERED REQUIRE A NON-
INTEGER FORMAT.
Q SHORT SELL (Y/N): A SHORT SELL OCCURS WHEN AN INVESTMENT IS SOLD
FIRST, & THEN LATER BOUGHT BACK AT, HOPEFULLY, A LOWER PRICE. ANSWER
"N" OR SIMPLY PRESS "RETURN" TO ENTER TRADITIONAL "BUY NOW - SELL LATER"
INVESTMENTS. IF YOU ENTER "Y", YOU WILL BE ASKED TO ENTER THE APPROPRIATE
SELL DATA NEXT.
I YEAR OF PURCHASE: THE YEAR THE INVESTMENT WAS PURCHASED. ENTER THE
LAST TWO DIGITS OF THE YEAR. IF YOU PRESS RETURN, THIS VALUE WILL
DEFAULT TO THE CURRENT YEAR.
I MONTH OF PURCHASE: THE MONTH THE INVESTMENT WAS PURCHASED. IF YOU
ENTER AN INCORRECT VALUE OR PRESS RETURN, THIS VALUE WILL DEFAULT TO
THE CURRENT MONTH.
I DAY OF PURCHASE: THE DAY THE INVESTMENT WAS PURCHASED. IF YOU
ENTER AN INCORRECT VALUE OR PRESS RETURN, THIS VALUE WILL DEFAULT TO THE
CURRENT DAY.
R DAY OF THE WEEK: THE SYSTEM WILL REPLY WITH THE DAY OF THE WEEK
THAT THIS PURCHASE TOOK PLACE.
I PRICE PER SHARE: THE PRICE PAID PER SHARE. YOU MAY ENTER THIS
VALUE DIRECTLY AS A FRACTION AND THE SYSTEM WILL CALCULATE THE DECIMAL
EQUIVALENT. FOR EXAMPLE, ENTERING "3 1/4" OR "3.25" WILL HAVE THE
SAME RESULT.
I COMMISSION TO BUY: THE TOTAL COMMISSION PAID WHEN THE INVESTMENT
WAS PURCHASED. SIMPLY PRESS RETURN TO ENTER "0" FOR THIS VALUE.
I OTHER FEES & TAXES: ANY OTHER FEES OR TAXES PAID WHEN THE
INVESTMENT WAS PURCHASED. THE COMMISSION ENTERED ABOVE, WILL BE ADDED TO
THIS VALUE AND WILL BE STORED AS THE TOTAL PURCHASE COMMISSIONS AND FEES.
R TOTAL COST TO BUY: THE SYSTEM WILL THEN REPLY WITH THE TOTAL COST
OF PURCHASE BASED ON NUMBER OF SHARES; PRICE PAID PER SHARE; &
COMMISSION/FEES PAID.
Q HAS THIS BEEN SOLD: IF YOU PRESS "Y", INDICATING A COMPLETED
INVESTMENT, YOU WILL BE ABLE TO INPUT THE SELL DATA, AS NOTED BELOW. THIS
WOULD BE THE CASE IF YOU ARE ENTERING PAST INVESTMENT HISTORY. IF YOU
PRESS "N", YOU WILL NOT BE ASKED FOR SELL INFORMATION.
IF YOU ANSWER N TO THE "HAS THIS INVESTMENT BEEN SOLD?" QUESTION:
I ENTER OPTIONAL INVESTMENT COMMENT: YOU CAN ENTER A COMMENT OR
PERSONAL REMINDER MESSAGE REGARDING THIS INVESTMENT. IF YOU DO NOT WISH TO
ENTER A COMMENT, SIMPLY PRESS RETURN.
I INCOME FROM THIS INVESTMENT: YOU CAN USE THIS FIELD TO KEEP TRACK
OF CASH DIVIDENDS OR OTHER INCOME THAT YOU HAVE RECEIVED FROM THIS
INVESTMENT. SIMPLY PRESS RETURN TO ENTER ZERO.
YOU WILL THEN BE ASKED "IS THIS INFORMATION CORRECT?" IF YOU PRESS:
Y THE DATA WILL BE STORED AND YOU WILL BE RETURNED TO THE MAIN MENU.
N THE DATA WILL BE STORED AND THE EDIT ROUTINE WILL BE DISPLAYED TO
ALLOW YOU TO CORRECT THE INCORRECT DATA.
A THE ADDITION OF THE DATA WILL BE ABORTED AND YOU WILL BE RETURNED
TO THE MAIN MENU.
IF YOU ANSWER Y TO THE "HAS THIS INVESTMENT BEEN SOLD?" QUESTION, THE
PROGRAM WILL THEN PROMPT YOU TO ENTER THE SELL DATA AS DESCRIBED BELOW:
I YEAR OF SALE: THE YEAR THE INVESTMENT WAS SOLD. IF YOU PRESS
RETURN, THIS WILL DEFAULT TO CURRENT YEAR.
I MONTH OF SALE: THE MONTH THE INVESTMENT WAS SOLD. IF YOU PRESS
RETURN, OR ENTER AN INCORRECT VALUE, THIS WILL DEFAULT TO THE CURRENT MONTH.
I DAY OF SALE: THE DAY THE INVESTMENT WAS SOLD. IF YOU PRESS
RETURN, OR ENTER AN INCORRECT VALUE, THIS WILL DEFAULT TO CURRENT DAY.
R DAY OF THE WEEK: THE SYSTEM WILL REPLY WITH THE DAY OF THE WEEK
THAT THIS SALE TOOK PLACE.
I PRICE PER SHARE: THE PRICE RECEIVED PER SHARE WHEN THE INVESTMENT
WAS SOLD. YOU MAY ENTER THIS VALUE DIRECTLY OR AS A FRACTION AS DESCRIBED
ABOVE.
I COMMISSION TO SELL: THE TOTAL COMMISSION PAID WHEN THE INVESTMENT
SOLD. SIMPLY PRESS RETURN TO ENTER "0" FOR THIS VALUE.
I OTHER FEES & TAXES: ANY OTHER FEES OR TAXES PAID WHEN THE
INVESTMENT WAS SOLD. THE COMMISSION ENTERED ABOVE WILL BE ADDED TO THIS
VALUE AND WILL BE STORED AS THE SALES COMMISSIONS AND FEES.
R TOTAL RECEIVED: THE SYSTEM WILL THEN REPLY WITH THE TOTAL AMOUNT
RECEIVED WHEN SOLD, BASED ON NUMBER OF SHARES; PRICE PER SHARE RECEIVED
WHEN SOLD; & COMMISSION/FEES PAID.
R TOTAL LOSS OR GAIN: THE SYSTEM WILL THEN CALCULATE THE TOTAL AMOUNT OF
PROFIT OR LOSS BASED ON THE ABOVE DATA.
I ENTER OPTIONAL INVESTMENT COMMENT: YOU CAN ENTER A COMMENT OR
PERSONAL REMINDER MESSAGE REGARDING THIS INVESTMENT. IF YOU DO NOT WISH TO
ENTER A COMMENT, SIMPLY PRESS RETURN.
I INCOME FROM THIS INVESTMENT: YOU CAN USE THIS FIELD TO KEEP TRACK
OF CASH DIVIDENDS OR OTHER INCOME THAT YOU HAVE RECEIVED FROM THIS
INVESTMENT. SIMPLY PRESS RETURN TO ENTER ZERO.
YOU WILL THEN BE ASKED "IS THIS INFORMATION CORRECT?". IF YOU PRESS:
Y THE DATA WILL BE STORED AND YOU WILL BE RETURNED TO THE MAIN MENU.
N THE DATA WILL BE STORED AND THE EDIT ROUTINE WILL BE DISPLAYED TO
ALLOW YOU TO CORRECT THE INCORRECT DATA.
A THE ADDITION OF THE DATA WILL BE ABORTED AND YOU WILL BE RETURNED TO
THE MAIN MENU.
EDIT/UPDATE EXISTING FILE (SELL): THIS IS USUALLY USED TO ENTER
THE CORRESPONDING SELL DATA OF AN INVESTMENT THAT HAD BEEN PREVIOUSLY
PURCHASED, HOWEVER FROM THIS SELECTION, YOU WILL BE ABLE TO EDIT ANY
INFORMATION CONTAINED IN AN INVESTMENT RECORD.
AFTER PRESSING "E" TO SELECT THE EDIT ROUTINE, YOU WILL BE ASKED TO SELECT
THE INVESTMENT RECORD YOU WISH TO EDIT. YOU MAY DO THIS BY SELECTING THE
INVESTMENT RECORD BY NUMBER; OR BY PRESSING RETURN, YOU WILL BE ABLE TO
SELECT FROM A SUMMARY LISTING, TEMPORARILY DISPLAYED IN A POP-UP WINDOW.
ONCE THE WINDOW IS DISPLAYED, YOU SIMPLY HIGHLIGHT THE RECORD OF CHOICE,
USING THE UP OR DOWN ARROW KEYS, PAGE UP, PAGE DOWN, HOME, OR END KEYS,
& THEN PRESS RETURN TO SELECT THE RECORD OF YOUR CHOICE.
ONCE A RECORD IS SELECTED, THE INVESTMENT RECORD WILL BE DISPLAYED TO ALLOW
YOU TO CONFIRM THAT THIS IS THE RECORD YOU WISH TO EDIT. YOU MAY:
PRESS RETURN TO EDIT THE DISPLAYED RECORD.
PRESS "O" TO ENTER THE OTHER EDIT OPTION MENU. THIS WILL PROVIDE THE
OPTIONS TO;
PRESS "C" - PLACE AN IDENTICAL COPY OF THE DISPLAYED RECORD AT THE END OF
THE FILE, READY TO EDIT.
PRESS "S" - EDIT THE RECORD TO RECORD A SPLIT. YOU WILL THEN BE ASKED TO
ENTER THE INVESTMENT SPLIT RATIO. YOU CAN ENTER "0" TO ABORT. ONCE A
VALID SPLIT RATIO HAS BEEN ENTERED, YOU WILL BE PROMPTED WITH THE NEW
EFFECTIVE PRICE AND NUMBER OF SHARES. IF THIS IS NOT CORRECT PRESS ESC,
OTHERWISE PRESS ANY KEY TO RECORD THE SPLIT.
PRESS "P" - EXECUTE A PARTIAL SALE. THIS WILL CREATE A NEW RECORD FOR
THE AMOUNT STILL HELD AND ALLOW YOU TO EASILY RECORD THE PARTIAL SALE.
THIS WILL DIVIDE THE COMMISSIONS AND FEES PROPORTIONALLY BASED ON THE
VOLUME OF SHARES SOLD AND STILL HELD.
PRESS "V" - CREATE A NEW RECORD FOR A DIVIDEND REINVESTMENT. THIS CREATES
A NEW RECORD AT THE END OF THE FILE AND PLACES YOU IN THE EDIT MODE READY
TO RECORD THE REINVESTMENT. YOU THEN RECORD THE QUANTITY OF SHARES. THE
BUY PRICE IS SET TO ZERO SINCE THE DIVIDEND COST WAS ZERO.
PRESS "D" TO DELETE THIS RECORD. IF YOU SELECT "D", YOU WILL BE ASKED TO
CONFIRM THE DELETION OF THIS RECORD BY ENTERING A "Y".
PRESS "ESC" TO RETURN TO THE MAIN MENU.
PRESS THE "UP" / "DOWN" ARROW KEYS TO SEARCH THROUGH THE FILE, ONE RECORD
AT A TIME. AS YOU SCROLL THROUGH THE FILE, YOU WILL NOTE THE RECORD NUMBER
IS DISPLAYED IS AS NOTED AT THE TOP OF THE SCREEN.
PRESS THE "PAGE UP" / "PAGE DOWN" KEYS TO QUICKLY SCAN THROUGH THE FILE.
ONCE YOU GET CLOSE TO THE RECORD OF INTEREST, YOU CAN SWITCH TO THE "UP"
AND "DOWN" ARROW KEYS.
DURING THE EDIT PROCESS A SMALL ARROW WILL APPEAR AT THE LEFT OF THE ITEM
CURRENTLY AVAILABLE FOR EDITING. THIS WILL BEGIN WITH THE RECORD TYPE AS
PREVIOUSLY DESCRIBED. IN EACH CASE, PRESSING "Y" (YES) THIS ITEM IS
CORRECT, THE NEXT ITEM AVAILABLE FOR EDITING WILL BE DISPLAYED. IF YOU
PRESS "N" (NO) THIS ITEM IS NOT CORRECT, YOU WILL BE ABLE TO MODIFY THE
ITEM SELECTED. IF AT ANY TIME YOU SELECT "A" (ABORT), ANY MODIFICATIONS
WILL BE ERASED AND YOU WILL ABLE TO SELECT A DIFFERENT RECORD TO EDIT, OR
BY PRESSING "ESC", YOU CAN RETURN TO THE MAIN MENU.
IF YOU WISH TO MODIFY OR CONFIRM THAT THE BUY OR SELL STATUS IS "NOT
BOUGHT" OR "NOT SOLD", SIMPLY ENTER "-1" WHEN ASKED IF THE YEAR IS
CORRECT. ONCE YOU CONFIRM THIS SELECTION, THE RECORD STATUS WILL BE
MODIFIED ACCORDINGLY.
WHEN EDITING THE "INCOME FROM THIS INVESTMENT:" FIELD, AS NOTED, YOU MAY
ADD TO THE EXISTING VALUE BY SIMPLY ADDING A "+" PREFIX TO THE VALUE YOU
WISH TO ADD.
GENERATE GRAPHS FROM DATA ON FILE: BRANCH TO THE GRAPH DISPLAY MENU.
PRINT INVESTMENTS & REPORTS MENU: BRANCH TO THE MAIN PRINT MENU.
CURRENT PRICE & SYMBOL ASSIGNMENT: BRANCH TO THE CURRENT PRICING MENU.
UTILITIES/DATA FILE/SETUP OPTIONS: BRANCH TO THE UTILITY MENU.
QUIT & EXIT - WALL $TREET TBL: WHEN READY TO EXIT WALL $TREET TBL,
SIMPLY ENTER "Q" FROM THE MAIN MENU. YOU WILL BE ABLE TO PRINT A
REGISTRATION FORM TO YOUR PRINTER, BEGIN AGAIN OR EXIT. YOU MAY ALSO EXIT
W$TBL AT ANY TIME BY PRESSING "ESC" SEVERAL TIMES.
INVESTMENT DISPLAY MENU
-----------------------
INDEX - INVESTMENTS ON FILE: DISPLAY A SUMMARY OF THE INVESTMENT
RECORDS IN INDEX FORMAT TO YOUR SCREEN. YOU WILL BE ABLE TO SIMPLY PRESS
RETURN OR ENTER "A" TO DISPLAY ALL RECORDS, PRESS ESC TO RETURN TO THE
MENU, OR SEARCH BY NAME, RECORD TYPE, CURRENT PRICING SYMBOL OR BUY & SELL
YEAR. THE SEARCH STRING MUST BE 2 TO 10 CHARACTERS IN LENGTH. FOR EXAMPLE
ENTERING "TEX" WOULD RETURN ALL RECORDS WITH THE CHARACTERS "TEX" IN THE
INVESTMENT NAME, CURRENT PRICING SYMBOL OR RECORD TYPE. ENTERING "1980"
OR "80", WILL RETURN ALL RECORDS BOUGHT OR SOLD IN 1980 OR WITH THOSE
CHARACTERS IN THE INVESTMENT NAME, CURRENT PRICING SYMBOL, OR RECORD TYPE.
YOU CAN ALSO ENTER "COMPLETE" TO VIEW ONLY THOSE RECORDS THAT HAVE BEEN
BOTH BOUGHT AND SOLD. THIS IS USEFUL FOR DISPLAYING SUMMARY INFORMATION
FOR ALL COMPLETED INVESTMENTS.
THE LISTING WILL BE DISPLAYED TO YOUR SCREEN IN SUMMARY FORMAT. THE FIELDS
DISPLAYED WILL BE AS NOTED BELOW:
O RECORD TYPE (4 CHARACTER ABBREVIATION)
O RECORD NUMBER
O INVESTMENT NAME
O NUMBER OF SHARES
O BUY DATE (PURCHASE DATE OR "NOT BGHT" IF NOT BOUGHT, AS IN A SHORT SALE)
O SELL DTE (DATE SOLD OR "NOT SOLD"; IF NOT SOLD)
O BUY PR (THE PURCHASE PRICE OR BLANK IF NOT BOUGHT, AS IN A SHORT SALE)
O SELL P (THE SELLING PRICE OR BLANK IF NOT YET SOLD)
O PFT/LOSS (THE PROFIT OR LOSS, UNLESS THE INVESTMENT IS STILL IN YOUR
PORTFOLIO. IN THIS CASE, THE AMOUNT INVESTED WILL BE DISPLAYED ALONG
WITH AN "*")
IF THERE ARE MORE INVESTMENTS THAN WILL FIT ON ONE SCREEN, A MESSAGE WILL
DISPLAY NEAR THE BOTTOM OF THE SCREEN:
"PRESS KEY TO CONTINUE = UP/DOWN ARROW FOR DETAILS = PRESS "P" TO PRINT
SCREEN"
IF YOU PRESS THE UP OR DOWN ARROW KEYS, THE DISPLAY WILL OVERLAY A WINDOW
OF RECORD DETAILS. YOU CAN BROWSE THROUGH THE FILE BY CONTINUING TO PRESS
THE UP OR DOWN ARROW KEYS.
IF YOU PRESS "P", THE CURRENTLY DISPLAYED SCREEN WILL PRINT TO YOUR PRINTER.
THIS WILL HAVE A SIMILAR EFFECT OF PRESSING THE "SHIFT PRINT" KEYS. THIS
IS NOT INTENDED TO REPLACE THE PRIMARY PRINT ROUTINES DESCRIBED LATER.
IF YOU PRESS ANY OTHER KEY, THE NEXT SCREEN OF RECORDS WILL DISPLAY. THIS
PROCESS WILL CONTINUE UNTIL THE LAST RECORD IS DISPLAYED, AT WHICH TIME, A
SUMMARY OF ALL RECORDS SELECTED WILL BE DISPLAYED AT THE BOTTOM OF THE
SCREEN (KEEP IN MIND THIS REFERS TO THE ITEMS SELECTED AND NOT THE ENTIRE
FILE, UNLESS THE ENTIRE FILE WAS SELECTED).
THIS SUMMARY WILL INCLUDE:
THE TOTAL AMOUNT INVESTED: THIS INCLUDES THE INVESTMENTS THAT HAVE ALREADY
BEEN SOLD.
THE TOTAL AMOUNT RECEIVED: TOTAL AMOUNT RECEIVED FROM THE INVESTMENTS THAT
HAVE BEEN SOLD.
NUMBER CURRENT INVESTMENTS: THE NUMBER OF INVESTMENTS STILL BEING HELD
(THOSE WHERE THE BUY OR SELL YEAR HAS NOT YET BEEN ENTERED).
AMOUNT STILL INVESTED: THE AMOUNT INVESTED FROM ALL CURRENT INVESTMENTS
STILL HELD.
YOU WILL ALSO BE ABLE TO DISPLAY, IN A POP UP WINDOW, VARIOUS AVERAGES,
AND OTHER SUMMARY INFORMATION BY PRESSING "A", ONCE THE INDEX DISPLAY
FUNCTION HAS COMPLETED. THIS SUMMARY WILL INCLUDE: THE TOTAL AMOUNT
INVESTED: THIS INCLUDES THE INVESTMENTS THAT HAVE ALREADY BEEN SOLD.
O THE AVERAGE NUMBER OF DAYS THE INVESTMENTS HAVE BEEN HELD.
O THE TOTAL NUMBER OF SHARES INVESTED.
O THE AVERAGE NUMBER OF SHARES INVESTED PER INVESTMENT.
O THE AVERAGE PURCHASE PRICE PER SHARE.
O THE TOTAL COMMISSION PAID TO BUY.
O THE AVERAGE COMMISSION PAID AT PURCHASE PER INVESTMENT.
O THE AVERAGE SALES PRICE PER SHARE.
O THE TOTAL COMMISSION PAID TO SELL.
O THE AVERAGE COMMISSION PAID AT SALE PER INVESTMENT.
SINGLE DISPLAY OF INVESTMENTS: TO VIEW THE DETAILS OF A SPECIFIC
RECORD, SIMPLY ENTER THE CORRESPONDING RECORD NUMBER, OR SELECT FROM THE
POP-UP WINDOW AS DESCRIBED ABOVE. ONCE AN INVESTMENT IS DISPLAYED, THE
UP/DOWN ARROW KEYS WILL ALLOW YOU TO BROWSE, DISPLAYING EACH INVESTMENT
IN YOUR FILE IF YOU WISH.
DISPLAY GROUP OF INVESTMENTS: THIS WORKS MUCH THE SAME AS THE INDEX
OPTION, EXCEPT EACH RECORD IS DISPLAYED IN DETAIL FORMAT. THE UP/DOWN
ARROW KEYS CAN BE USED TO SELECT THE NEXT, & PRIOR RECORDS ACCORDINGLY.
ONLY THOSE MATCHING THE SELECT CRITERIA WILL BE DISPLAYED.
IF YOU CHOOSE TO DISPLAY ALL RECORDS, BY SIMPLY PRESSING RETURN, YOU WILL
BE ASKED TO ENTER A STARTING RECORD NUMBER. THIS CAPABILITY WAS ADDED FOR
LARGE DATA FILES. IF YOU PRESS RETURN WHEN ASKED FOR THE STARTING RECORD
NUMBER, THE DISPLAY WILL BEGIN AT THE FIRST INVESTMENT. IF YOU ENTER A
NUMBER LARGER THAN THE NUMBER OF RECORDS ON FILE, THE DISPLAY WILL BEGIN
AT THE LAST RECORD NUMBER.
THE NUMBER OF DAYS HELD TO DATE WILL BE DISPLAYED IF THE RECORD IS STILL
IN YOUR PORTFOLIO. THIS IS BASED ON YOUR COMPUTER SYSTEM DATE AS DISPLAYED.
THE RECORD NUMBER IS DISPLAYED AT THE TOP OF THE SCREEN DURING THIS SEARCH.
PRESS ESC AT ANY TIME TO ABORT THE DATA DISPLAY.
ANALYZE - PROFIT/YEAR/CURRENT: BRANCH TO THE ANALYSIS PRINT MENU.
MAIN MENU WALL $TREET TBL: BRANCH TO THE MAIN MENU.
INVESTMENT ANALYSIS MENU
------------------------
INVESTMENTS FOR SINGLE YEAR: DISPLAY IN INDEX FORMAT, ALL TRADING
ACTIVITY FOR THE SELECTED YEAR. ONCE THE LAST TWO DIGITS OF THE YEAR HAVE
BEEN ENTERED, DO NOT PRESS RETURN, AS THE DISPLAY WILL BEGIN AFTER A BRIEF
PAUSE. THIS DISPLAY WILL INCLUDE ALL INVESTMENTS BOUGHT OR SOLD IN THE
SELECTED YEAR. A SUMMARY ANALYSIS, AS DESCRIBED ABOVE, WILL BE DISPLAYED
AT THE BOTTOM OF THE SCREEN.
PROFIT ANALYSIS SINGLE YEAR: DISPLAY IN INDEX FORMAT, ALL RECORDS
THAT WERE SOLD, (OR BOUGHT, IN THE CASE OF A SHORT SELL) DURING THE
SELECTED YEAR. A SUMMARY ANALYSIS WILL BE DISPLAYED AT THE BOTTOM OF THE
SCREEN. THE SUMMARY ANALYSIS WILL ALSO INCLUDE THE AVERAGE NUMBER OF DAYS
EACH ITEM WAS HELD, AND THE PERCENT PROFIT OR LOSS IN THE SELECTED YEAR.
THIS IS A USEFUL SUMMARY REPORT AT TAX TIME. THIS REPORT IS ALSO AVAILABLE
IN PRINTED FORMAT FROM THE PRINT MENU.
CURRENT INVESTMENTS NOW HELD: DISPLAY IN INDEX FORMAT, A LISTING
OF ALL INVESTMENTS CURRENTLY HELD, ALONG WITH A SIMPLE SUMMARY ANALYSIS.
THE CURRENT PRICES ARE NOT DISPLAYED HERE, BUT RATHER THE INVESTMENT DATA.
FOR A SIMILAR DISPLAY, BUT INCLUDING THE CURRENT PRICES AND POTENTIAL
PROFIT OR LOSS, SELECT THE SUMMARY LISTING FROM THE CURRENT INVESTMENT
MENU.
DISPLAY INVESTMENT MAIN MENU: BRANCH TO THE INVESTMENT DISPLAY MENU.
MAIN MENU WALL $TREET TBL: BRANCH TO THE MAIN MENU.
W$TBL GRAPH CHOICE MENU
-----------------------
PROFIT OR LOSS GRAPH: DISPLAY A GRAPH OF PROFIT OR LOSS BY RECORD
NUMBER. SIMILAR TO THE VIDEO PRINT OPTION, YOU WILL BE ABLE TO SELECT:
O "A" OR RETURN FOR ALL INVESTMENT RECORDS ON FILE.
O "C" FOR ALL CURRENTLY HELD INVESTMENTS BASED ON CURRENT PRICES AS STORED
IN THE CURRENT PRICING MODULE.
O SEARCH BY CURRENT PRICING SYMBOL, INVESTMENT NAME, RECORD TYPE, OR BUY
OR SELL YEAR. THE SEARCH STRING WILL FUNCTION AS DESCRIBED EARLIER.
O ESC TO RETURN TO THE MENU.
BEING HELD ARE DISPLAYED. THE P & L ON THESE ITEMS IS CALCULATED BASED
ON THE PRICES SET IN THE CURRENT PRICING MODULE. IF YOU HAVE AN EGA/VGA
COLOR SYSTEM, POTENTIAL LOSSES WILL BE DISPLAYED BELOW THE LINE IN RED,
& PROFIT WILL BE DISPLAYED ABOVE THE LINE IN GREEN.
% PROFIT OR LOSS GRAPH: DISPLAY PERCENT PROFIT OR LOSS BY RECORD
NUMBER. THE AVAILABLE OPTIONS ARE THE SAME AS DESCRIBED ABOVE, WITH A
SIMILAR GRAPH LAYOUT. THE PERCENT PROFIT IS BASED ON THE AMOUNT INVESTED
AND AMOUNT RECEIVED WHEN SOLD.
CURRENT INVESTMENTS: DISPLAY GRAPHICALLY THE AMOUNT INVESTED OF THE
CURRENTLY HELD INVESTMENTS, BY RECORD NUMBER. IF YOUR CURRENT HOLDINGS
INCLUDE ANY "SHORT SELLS", THESE WILL BE DISPLAYED IN MAGENTA ON A COLOR
DISPLAY (EGA/VGA). USE THE "C" OPTION FROM THE PROFIT / LOSS GRAPH
SELECTION TO EXAMINE THE CURRENT P/L STATUS OF THE CURRENTLY HELD
INVESTMENTS. ALL CURRENT INVESTMENTS WILL BE DISPLAYED.
FEES - PERCENT PAID: THIS WILL DISPLAY THE PERCENTAGE OF THE TOTAL
INVESTMENT THAT WAS PAID AS COMMISSION & FEES, BY RECORD NUMBER. ALL
RECORDS MATCHING THE SEARCH CRITERIA, WILL BE DISPLAYED, INCLUDING THOSE
CURRENTLY BEING HELD. THE PERCENT PAID AT INVESTMENT PURCHASE WILL BE
ABOVE THE LINE. THE PERCENT PAID AT THE SALE OF EACH INVESTMENT WILL BE
BELOW THE LINE. EACH RECORD WILL GENERATE TWO BARS, EXCEPT FOR THOSE
RECORDS CURRENTLY BEING HELD. THIS IS USEFUL TO GAIN A GRAPHICAL
REPRESENTATION OF THE % COMMISSION AND FEES, BEING PAID OVER MULTIPLE
RECORDS, OR AN EXTENDED PERIOD OF TIME.
CUM - SUMMARY GRAPH: DISPLAY A CUM-SUM CHART FOR PROFIT OR LOSS BY
RECORD NUMBER. FROM LEFT TO RIGHT, EACH BAR IS THE SUM OF THE PRIOR
DISPLAYED BAR. THIS COULD BE USED TO DETERMINE THE TOTAL AMOUNT OF PROFIT
OR LOSS OVER NUMEROUS RECORDS, OR OVER AN EXTENDED PERIOD OF TIME. AS
NOTED PREVIOUSLY, YOU CAN SELECT ALL OR A SUBSET OF YOUR INVESTMENTS.
GRAPH MODE SELECT: BRANCH TO THE GRAPHIC MODE SELECT MENU.
MAIN MENU WALL $TREET TBL: BRANCH TO THE MAIN MENU.
GENERAL GRAPH NOTES: 1: ALTHOUGH THE LIMIT TO THE NUMBER OF RECORDS THAT
CAN BE MAINTAINED ON W$TBL IS 500, THE MAXIMUM NUMBER OF RECORDS THAT CAN
BE GRAPHED AT A SINGLE TIME IS 300. IF YOU ATTEMPT TO EXCEED THIS LIMIT,
A WARNING WILL BE PRINTED & THE FIRST 300 ITEMS SELECTED WILL BE
DISPLAYED. IN THE CASE OF THE FEES-PAID GRAPH, 300 BARS CAN BE GENERATED
FOR 150 RECORDS.
2: THE VERTICAL SCALE IS SET AUTOMATICALLY TO SIMPLIFY THE GRAPHING
PROCESS. A MULTIPLYING FACTOR IS DISPLAYED AT THE TOP OF THE GRAPH. FOR
EXAMPLE, IF THE TOP OF THE VERTICAL AXIS DISPLAYED 125 X 10^2, THIS WOULD
MEAN THAT A FULL SCALE VERTICAL BAR WOULD REPRESENT $12,500.
3: THE HORIZONTAL AXIS WILL BE LABELED WITH THE RECORD NUMBER & SPACE
PERMITTING, WITH THE NAME OF THE INVESTMENT. THE NAME WILL BE TRUNCATED
TO INCLUDE THE FIRST SEVERAL CHARACTERS AS SPACE PERMITS. WHEN MORE THAN 8
RECORDS ARE DISPLAYED, ONLY THE RECORD NUMBER WILL BE DISPLAYED. WHEN
MORE THAN 17 RECORDS ARE DISPLAYED, A SKIP SEQUENCE WILL BE USED TO LABEL
THE RECORDS AT REGULAR INTERVALS. WHEN LARGE NUMBER OF RECORDS ARE
PRINTED, THE NUMBER OF RECORDS INCLUDED IN THE GRAPH WILL BE DISPLAYED AT
THE UPPER LEFT CORNER OF THE GRAPH SCREEN.
GRAPH MODE SELECT MENU
----------------------
AUTOMATIC MODE DETECTION: AN ATTEMPT WILL BE MADE TO DETERMINE THE
GRAPHIC CAPABILITY OF YOUR SYSTEM. ONCE YOU SELECT THIS OPTION THE
DETECTED GRAPHIC CAPABILITY WILL BE SELECTED AND DISPLAYED AT THE BOTTOM OF
THE SCREEN FOR A SHORT PERIOD OF TIME. IN EACH CASE, A WARNING WILL BE
PRESENTED IF YOU ATTEMPT TO SELECT A GRAPHIC MODE THAT APPEARS NOT TO BE
SUPPORTED BY YOUR HARDWARE. YOU WILL BE GIVEN OPPORTUNITY TO OVERRIDE THIS
SELECTION. IF A LOCKUP SHOULD OCCUR, YOU CAN RESET THE GRAPHIC MODE BY
RESTORING THE WALLSTD.CTL FILE FROM YOUR REGISTRATION DISK.
VGA COLOR (640 X 480): SET THE GRAPHIC MODE TO VGA COLOR. GRAPHS
WILL BE DISPLAYED IN COLOR IN A 640X480 PIXEL RESOLUTION MODE.
EGA COLOR (640 X 350): SET THE GRAPHIC MODE TO EGA COLOR. GRAPHS
WILL BE DISPLAYED IN COLOR IN A 640X350 PIXEL RESOLUTION MODE.
CGA MONOCHROME (640 X 200): SET THE GRAPHIC MODE TO CGA
MONOCHROME. GRAPHS WILL BE DISPLAYED IN MONOCHROME IN A 640X200 PIXEL
RESOLUTION MODE.
MCGA MONOCHROME (640 X 200): SET THE GRAPHIC MODE TO MCGA
MONOCHROME. GRAPHS WILL BE DISPLAYED IN MONOCHROME IN A 640X200 PIXEL
RESOLUTION MODE.
NONE - RETURN TO MAIN MENU: BRANCH TO THE MAIN GRAPH MENU.
MAIN PRINT MENU
---------------
PRINT: INDEX - DATA ON FILE: SEND A HARD COPY OF YOUR INVESTMENT
DATA FILE IN INDEX FORMAT TO YOUR PRINTER. THE PRINTOUT WILL BE DOUBLE
SPACED & PRINTED IN COMPRESSED PRINT. A SUMMARY WILL BE PRINTED AT THE
BOTTOM BASED ON THE RECORDS PRINTED. YOU CAN CHOOSE TO PRINT ALL RECORDS
BY ENTERING "A" OR SELECT A PORTION OF YOUR DATA RECORDS BY:
ENTERING A BXX WHERE XX IS THE BEGINNING RECORD NUMBER. A LISTING OF ALL
RECORDS, BEGINNING WITH THE SELECTED RECORD NUMBER WILL BE SENT TO YOUR
PRINTER. THIS IS USEFUL TO PROVIDE AN UPDATE OF RECENT INVESTMENTS WITHOUT
PRINTING THE ENTIRE FILE.
ENTERING A SEARCH DATA STRING OF BETWEEN 2 & 10 CHARACTERS. THIS
FUNCTIONS IN A SIMILAR MANNER AS DESCRIBED PREVIOUSLY IN THIS DOCUMENTATION.
YOU MAY ALSO PRESS ESC TO RETURN TO THE PRIOR MENU WITHOUT SENDING ANY
DATA TO YOUR PRINTER.
PRINT: SELECTED DATA RECORD: PRINT A HARD COPY OF A SINGLE DATA RECORD
IN DETAIL FORMAT. YOU WILL BE ASKED THE RECORD NUMBER YOU WANT TO PRINT.
AS DESCRIBED EARLIER, YOU CAN SELECT FROM A SUMMARY LISTING BY JUST
PRESSING RETURN AND THEN USING THE UP/DOWN, PAGE UP/PAGE DOWN, HOME/END
KEYS. THIS PRINTOUT WILL RESEMBLE THE DETAIL RECORD VIEW OPTION FROM THE
MAIN MENU.
PRINT: GROUP - DATA RECORDS: PRINT A HARD COPY OF A GROUP OF DATA RECORDS
IN DETAIL FORMAT. THE PRINTOUT OF EACH RECORD WILL CLOSELY RESEMBLE THE
DETAIL RECORD VIEW OPTION FROM THE MAIN MENU. THE SEARCH OPTION WILL
FUNCTION AS DESCRIBED ABOVE.
ANALYSIS MENU YEAR/CURRENT: BRANCH TO THE ANALYSIS PRINT MENU.
MAIN MENU WALL $TREET TBL: BRANCH TO THE MAIN MENU.
PRINT MENU NOTE: YOU MUST HAVE A PRINTER CONNECTED TO USE THESE OPTIONS.
IF THE PRINTER IS NOT "ON-LINE" YOU WILL BE PROMPTED TO PLACE THE PRINTER
ON LINE BEFORE THE MENU SELECTIONS MAY BE MADE. IF YOU DO NOT CORRECT THIS
AFTER A REASONABLE LENGTH OF TIME, THE PROGRAM WILL AUTOMATICALLY RE-LOAD
THE MAIN MENU.
CAUTION: IN SOME CASES, WE ARE NOT BE ABLE TO TELL IF YOUR PRINTER IS
ON. IF THE PROGRAM LOCKS UP AFTER SELECTING A PRINT SELECTION, TURN ON
THE PRINTER & PLACE THE PRINTER ON LINE. IF THIS DOES NOT CORRECT THE
PROBLEM, YOU MAY BE FORCED TO REBOOT, OR RE-START YOUR SYSTEM.
ANALYSIS PRINT MENU
-------------------
PRINT: INVESTMENT HISTORY BY YEAR: PRINT A HARD COPY IN INDEX
FORMAT, OF ALL DATA RECORDS EITHER BOUGHT OR SOLD IN THE SELECTED YEAR.
PRINT: PROFIT ANALYSIS BY YEAR: PRINT A HARD COPY IN INDEX FORMAT,
OF ALL RECORDS THAT WERE SOLD IN THE SELECTED YEAR. IN THE CASE OF SHORT
SELLS, THE RECORDS WILL BE SELECTED BASED ON THE YEAR PURCHASED.
PRINT: CURRENT INVESTMENTS HELD: PRINT A HARD COPY IN INDEX
FORMAT, OF ALL RECORDS THAT ARE CURRENTLY STILL IN YOUR PORTFOLIO. THIS
IS QUITE USEFUL TO OBTAIN A LISTING OF THE INVESTMENTS YOU ARE CURRENTLY
HOLDING. (SEE THE CURRENT PRICING MENU, FOR A SIMILAR PRINTOUT BUT
INCLUDING THE CURRENT PRICES AND THE POTENTIAL PROFIT OR LOSS.)
RETURN TO MAIN PRINT MENU: BRANCH TO THE MAIN PRINT MENU.
MAIN MENU WALL $TREET TBL: BRANCH TO THE MAIN MENU.
CURRENT INVESTMENT DATA MENU
----------------------------
THE GENERAL PROCEDURE IS TO FIRST ASSIGN EXISTING SYMBOLS TO EACH CURRENT
INVESTMENT. IF THE DESIRED SYMBOL DOES NOT EXIST, IT MUST FIRST BE ADDED
USING THE DEFINE/ASSIGN INVESTMENT SYMBOL OPTION DESCRIBED BELOW. ONCE
THE SYMBOLS ARE ASSIGNED, THE NEXT STEP IS TO UPDATE THE PRICES FOR EACH
SYMBOL USING THE UPDATE CURRENT INVESTMENT DATA OPTION, THEREBY ASSIGNING
THEM TO EACH CURRENT INVESTMENT THAT IS TIED TO THAT PARTICULAR INVESTMENT.
UPDATE CURRENT INVESTMENT DATA: THE THREE OPTIONS AVAILABLE TO YOU
TO UPDATE THE PRICES OF YOUR CURRENT SYMBOLS ARE DESCRIBED BELOW.
REMEMBER, YOU MUST FIRST ADD THE NECESSARY SYMBOLS AND ASSIGN THEM TO THE
CORRESPONDING CURRENT INVESTMENTS ( SEE DEFINE SYMBOL OPTION DESCRIBED
BELOW).
TO UPDATE THE CURRENT PRICES MANUALLY, YOU HAVE TWO OPTIONS:
ALL - SCAN THROUGH ALL SYMBOLS & UPDATE: EACH SYMBOL WILL BE
DISPLAYED, READY FOR YOU TO UPDATE IT'S SET OF CURRENT PRICING
INFORMATION.
SELECT AN INDIVIDUAL SYMBOL AND UPDATE: A POP UP WINDOW WILL
APPEAR ALLOWING YOU TO SELECT A PARTICULAR SYMBOL, READY FOR YOU TO UPDATE
AS DESCRIBED BELOW.
ONCE THE SYMBOL OF CHOICE IS DISPLAYED, THE FIELDS AVAILABLE ARE DESCRIBED
BELOW:
THE DATE OF THE LAST UPDATE IS DISPLAYED AT THE BOTTOM OF THE SCREEN.
THE SYMBOL IS NOTED AT THE TOP WITH A REFERENCE NOTE ON THE NUMBER OF
SYMBOLS ON FILE. THE NUMBER OF CURRENT INVESTMENTS, IN YOUR PRESENTLY
ACTIVE FILE, THAT ARE ASSIGNED TO THIS SYMBOL IS NOTED.
NOTE: YOU MAY CHOOSE TO MAINTAIN SYMBOLS THAT CURRENTLY HAVE NO CURRENT
INVESTMENTS ASSIGNED TO THEM. THIS MAY BE ON PREVIOUS INVESTMENTS OR
INVESTMENTS THAT YOU WOULD LIKE TO KEEP TRACK OF FOR POSSIBLE FUTURE
INVESTMENT.
CURRENT PRICE: THE LAST STORED CURRENT PRICE IS DISPLAYED. IF YOU WISH TO
CHANGE THIS PRICE, YOU SIMPLY PRESS "N", (NO THIS IS NOT CORRECT) AND
MAKE THE NECESSARY MODIFICATIONS. SIMPLY PRESS Y IF THE PRICE IS CORRECT.
REFERENCE HIGH PRICE: THIS IS UPDATED AUTOMATICALLY AS NEW CURRENT PRICES
ARE ENTERED. IF YOU WISH TO OVERRIDE THIS VALUE, YOU MAY DO SO. ONCE
THIS VALUE IS ENTERED, THE PERCENT OF THE CURRENT PRICE IS NOTED:
REFERENCE LOW PRICE: FUNCTIONS AS DESCRIBED ABOVE
EARNINGS PER SHARE: ENTERING EARNINGS PER SHARE IF DESIRED. THE PROGRAM
WILL AUTOMATICALLY CALCULATE THE PE RATIO AS NOTED BELOW:
PE = CURRENT PRICE / EARNINGS PER SHARE.
DIVIDENDS PER SHARE: ENTERING THE DIVIDENDS PAID ANNUALLY PER SHARE. THE
PROGRAM WILL AUTOMATICALLY CALCULATE THE % DIVIDEND AS NOTED BELOW:
% DIVIDEND = DIVIDEND PER SHARE / CURRENT PRICE * 100.
THE CURRENT PRICING INFORMATION CAN BE USED TO EVALUATE YOUR CURRENT
INVESTMENTS. IF YOU SIMPLY WANT TO KEEP TRACK OF THE CURRENT PRICES, YOU
MAY CHOOSE NOT TO UPDATE THE EARNINGS & DIVIDEND FIELDS. ONCE THE CURRENT
PRICE HAS BEEN INPUT, OR VERIFIED CORRECT, PRESSING THE ESC OR "DOWN ARROW"
KEY WILL ADVANCE TO THE NEXT SYMBOL. PRESS "A" TO ABORT THE CURRENT
PRICING UPDATE ROUTINE AT ANY TIME. IF A CURRENT SYMBOL IS NO LONGER
DESIRED IN THE SYMBOL DATABASE, PRESSING "D" WILL DELETE THIS SYMBOL.
IMPORT CURRENT PRICES FROM EXTERNAL FILE: I F YOU CHOOSE TO IMPORT CURRENT
PRICES FROM A DATA FILE, PRESS "I" AND YOU WILL BE PRESENTED WITH THE
FOLLOWING OPTIONS:
AUTOMATICALLY IMPORT FROM PRE-DEFINED FILE: THIS ALLOWS YOU TO
IMPORT CURRENT PRICING INFORMATION FROM THE PREVIOUSLY DEFINED DATA FILE,
AS NOTED BELOW. YOU WILL BE ABLE TO VIEW THE PROGRESS OF THE UPDATE OF THE
CURRENT PRICING FILE, AS THIS PROGRESSES. EACH TIME A MATCHING SYMBOL,
FROM YOUR FILE AND THE CURRENT PRICING FILE IS LOCATED, THE PRICING
INFORMATION WILL BE DISPLAYED AND THE CURRENT PRICING FILE WILL BE UPDATED.
FAST IMPORT WITHOUT IMPORT STATUS REPORTS: ONCE YOU HAVE THE
CONFIGURATION CORRECTLY SET, AND THE CORRECT SYMBOLS DEFINED TO BOTH DATA
FILES, THIS PROVIDES THE SAME FUNCTIONALITY AS THE PRIOR OPTION, BUT
WITHOUT THE SLOW SCREEN UPDATES.
DEFINE FILE FOR CURRENT PRICE IMPORT: A SUB MENU IS PRESENTED
ALLOWING YOU TO CHOOSE FROM THE FOLLOWING DATA FILE FORMATS: (IN EACH CASE
THE SYMBOLS ARE STORED IN COLUMNS 1-9)
COMPUSERVE CURRENT PRICING INFORMATION IN COLUMN: 37 - 47
PRODIGY CURRENT PRICING INFORMATION IN COLUMN: 10 - 25
DTN CURRENT PRICING INFORMATION IN COLUMN: 28 - 37
TELECHART CURRENT PRICING INFORMATION IN COLUMN: 56 - 64
GENERIC CURRENT PRICING INFORMATION IN COLUMN: 10 - 23
ONCE YOU HAVE SELECTED THE CORRECT CURRENT PRICING DATA FORMAT, YOU WILL BE
PROMPTED TO ENTER A VALID DOS PATH AND FILE NAME, THAT CONTAINS THE VALID
PRICING INFORMATION. THE FILE REQUESTED WILL BE VERIFIED TO EXIST.
PLEASE NOTE THAT CURRENTLY, ONLY PRODIGY, COMPUSERVE, TELECHART, DTN,
AND THOSE WITH SIMILAR DATA FORMATS, ARE SUPPORTED.
VIEW THE ACTIVE PRICE FILE ON THE SCREEN: THIS SERVES AS A QUICK
CHECK OF THE CURRENT PRICING FILE THAT IS SELECTED ABOVE. THE FILE WILL BE
DISPLAYED TO THE SCREEN, ONE SCREEN AT A TIME.
DEFINE/ASSIGN INVESTMENT SYMBOLS: DEFINE THE SYMBOLS YOU WILL USE
TO IDENTIFY EACH OF YOUR CURRENT INVESTMENTS. YOU WILL HAVE TO DO THIS
PRIOR TO ASSIGNING PRICES AS DESCRIBED ABOVE. EACH TIME A NEW INVESTMENT
IS ADDED TO YOUR CURRENT HOLDINGS IN YOUR PORTFOLIO, YOU WILL NEED TO
ASSIGN A CURRENT TRACKING SYMBOL TO THAT ITEM.
TWO OPTIONS WILL BE PRESENTED:
SCAN FILE FOR ANY MISSING SYMBOL ASSIGNMENTS: THE FIRST WILL
ALLOW YOU TO QUICKLY SCAN YOUR ACTIVE DATA FILE AND SEARCH FOR ANY CURRENT
INVESTMENTS THAT DO NOT HAVE A SYMBOL ASSIGNED TO IT. THIS IS HELPFUL
AFTER ENTERING A NEW INVESTMENT. THE SYMBOL ASSIGNED TO EACH OF YOUR
CURRENT INVESTMENTS WILL BE DISPLAYED BRIEFLY, ALLOWING YOU TO VISUALLY
VERIFY THE ACCURACY OF THE SYMBOL ASSIGNMENTS. IF A CURRENT INVESTMENT IS
FOUND WITHOUT A SYMBOL ASSIGNMENT, YOU WILL BE PROMPTED TO ASSIGN ONE.
THE DETAIL INSTRUCTIONS FOR COMPLETING THE ASSIGNMENT OF SYMBOLS, IS
SUMMARIZED BELOW.
VERIFY ALL YOUR CURRENT SYMBOL ASSIGNMENTS: THE OTHER OPTION
WILL ALLOW YOU TO REVIEW AND EDIT EACH OF THE SYMBOL ASSIGNMENTS IN YOUR
ACTIVE FILE.
THE SYMBOL CAN BE SELECTED FROM AN EXISTING LIST, WHICH CAN BE DISPLAYED IN
A POP-UP WINDOW, OR ADDED IF NECESSARY. THIS FEATURE PREVENTS YOU FROM
HAVING TO REMEMBER THE SYMBOL OR ABBREVIATION USED PREVIOUSLY. ONCE THE
POP-UP WINDOW IS DISPLAYED, YOU CAN SELECT FROM AN EXISTING SYMBOL, BY
USING THE UP & DOWN ARROW KEYS AS DESCRIBED EARLIER.
IF THE CURRENTLY ASSIGNED SYMBOL IS CORRECT, YOU SIMPLY PRESS "Y" TO
DISPLAY THE NEXT CURRENT INVESTMENT WITH THE SYMBOL ASSIGNED TO IT. IF
THERE IS NO SYMBOL ASSIGNED OR IS NOT CORRECT, PRESS "N". A LIST OF ALL
THE CURRENT SYMBOLS IN YOUR SYMBOL FILE, WILL BE DISPLAYED THAT YOU MAY
CHOOSE FROM. IF THE DESIRED SYMBOL IS NOT CONTAINED IN THE LIST, SIMPLY
PRESS ESC, AND YOU WILL ABLE TO ADD THE NEW SYMBOL. ONCE THE NEW SYMBOL
HAS BEEN ADDED, IT WILL BE STORED IN THE FILE, AND INCLUDED IN THE SYMBOL
LIST, IN ALPHABETICAL ORDER.
SUMMARY SYMBOL AND PRICE LISTING: YOU HAVE THE OPTION OF VIEWING
ONLY YOUR CURRENT INVESTMENTS, OR INCLUDING ANY YEAR-TO-DATE TRADING
ACTIVITY TO OBTAIN A MORE COMPLETE YEAR-TO-DATE P/L, AND OVERALL ACTIVITY
FOR THE YEAR, WITH POTENTIAL PROFIT, BASED ON YOUR CURRENT INVESTMENTS AND
THEIR CURRENT VALUE.
THIS WILL DISPLAY TO THE SCREEN, A SUMMARY OF THE SYMBOL, INITIAL
INVESTMENT PRICE, CURRENT PRICE, & ASSOCIATED DATA CURRENTLY ASSIGNED TO
EACH OF YOUR CURRENT INVESTMENTS. THE POTENTIAL PROFIT OR LOSS IS
DISPLAYED BASED ON THE CURRENT PRICE, & INITIAL INVESTMENT. A SUMMARY OF
THE NUMBER OF YOUR CURRENT INVESTMENTS, NUMBER OF SYMBOLS, & TOTAL AMOUNT
CURRENTLY INVESTED, IS SUMMARIZED AT THE BOTTOM OF THE SCREEN. IF YOU CHOSE
TO INCLUDE YEAR-TO-DATE TRADING ACTIVITY, THE TRADES COMPLETED IN THE
CURRENT YEAR WILL ALSO BE INCLUDED IN THIS DISPLAY TO PROVIDE A SUMMARY FOR
THE CURRENT YEAR.
PLEASE NOTE THAT ANY COMMISSION OR FEES THAT MAY BE REQUIRED TO SELL THE
INVESTMENT ARE NOT INCLUDED IN THIS ULATION.
ONCE THE DISPLAY IS COMPLETE, YOU CAN PRESS "B" TO OBTAIN A SIMILAR DISPLAY,
BUT WITH THE PROFIT/LOSS COLUMN REPLACED BY THE TOTAL INVESTMENT COST.
YOU CAN ALSO PRESS "S" TO DISPLAY THE POTENTIAL VALUE OF EACH CURRENTLY
HELD INVESTMENT, BASED ON THE CURRENT PRICES DISPLAYED. PRESS ANY OTHER
KEY TO RESTORE THE DEFAULT PROFIT/LOSS DISPLAY, OR PRESS ESC TO EXIT.
YOU WILL NOTICE THE TITLES WILL CHANGE APPROPRIATELY TO REMIND YOU OF
WHICH VALUES ARE CURRENTLY BEING SHOWN.
PRINT CURRENT PRICING DATA MENU: BRANCH TO THE CURRENT PRICING REPORT MENU.
INITIALIZE -- INVESTMENT SYMBOLS: THIS WILL INITIALIZE THE SYMBOL
DATABASE. ALL CURRENT PRICING INFORMATION WILL BE LOST FROM THE SYMBOL
FILE, HOWEVER, THE LAST PRICE & ACTIVE SYMBOL WILL STILL BE STORED IN THE
EACH DATA FILE. YOU CAN EASILY RECREATE THE ACTIVE SYMBOL LIST FOR
INVESTMENTS CURRENTLY HELD BY THE SIMPLE PROCESS OUTLINED BELOW:
O INITIALIZE THE SYMBOL DATA BASE
O SELECT DEFINE/ASSIGN INVESTMENT SYMBOL, THEN VERIFY ALL YOUR CURRENT
SYMBOL ASSIGNMENTS, MENU SELECTIONS & PRESS "Y" TO QUICKLY SCAN THROUGH
THE FILE AND ACCEPT THE CURRENT INVESTMENT TO SYMBOL ASSIGNMENTS STILL
STORED IN THE CURRENTLY ACTIVE INVESTMENT FILE.
O SELECT THE UPDATE CURRENT INVESTMENT DATA, AND ONE OF THE UPDATE
OPTIONS, AND ENTER OR IMPORT THE CURRENT PRICES, AND ASSOCIATED DATA
FOR EACH SYMBOL AS APPROPRIATE.
NOTE: THIS MODULE WAS WRITTEN TO BE ABLE TO TRACK NUMEROUS PORTFOLIOS,
POSSIBLY WITH SOME OF THE SAME INVESTMENTS, AS WELL AS NUMEROUS INVESTMENTS
OF THE SAME COMPANY IN THE SAME PORTFOLIO. FOR THIS REASON, THE FIRST TIME
YOU USE THIS MODULE, & FOR ANY NEW INVESTMENTS NOT CURRENTLY IN YOUR SYMBOL
DATABASE, YOU ARE REQUIRED TO ESTABLISH A SYMBOL OR ABBREVIATION, FOR EACH
INVESTMENT. IT IS INTENDED THAT THE STANDARD "TICKER SYMBOL" BE USED, BUT
ANY SYMBOL (1 TO 6 CHARACTERS ) WILL WORK, AS LONG AS YOU ARE CONSISTENT.
MAIN MENU WALL $TREET TBL: BRANCH TO THE MAIN MENU.
PRINT REPORTS & ANALYSIS MENU
(CURRENT PRICING MODULE)
-----------------------------
PRINT: INDEX - AT CURRENT PRICES: PRINT AN INDEX LISTING OF YOUR
CURRENT INVESTMENTS WITH THE CURRENT PRICING INFORMATION INCORPORATED IN
THE ANALYSIS. YOU ARE ALSO ALLOWED TO SELECT A SUBSET OF YOUR CURRENT
INVESTMENTS. YEAR-TO-DATE COMPLETED TRADES ARE ALSO INCLUDED.
PRINT: CURRENT DATA - INDEX LIST: PRINT AN INDEX LISTING OF YOUR
CURRENT INVESTMENTS WITH THE CURRENT PRICING, PE, & % DIVIDEND
INFORMATION.
PRINT: SELECTED INVESTMENT ITEM: PRINT IN DETAIL FORMAT ANY SINGLE
INVESTMENT BY RECORD NUMBER. IF THIS INVESTMENT IS CURRENTLY BEING HELD,
THE POTENTIAL P/L CALCULATIONS ARE INCLUDED BASED ON CURRENT PRICING.
PRINT: GROUP - INVESTMENT ITEMS: PRINT IN DETAIL FORMAT A GROUP OF
INVESTMENTS BY SPECIFYING A SEARCH STRING. THE SEARCH STRING WILL FUNCTION
AS DESCRIBED EARLIER. IF ANY OF THE INVESTMENTS SELECTED ARE CURRENTLY
BEING HELD, THE POTENTIAL P/L CALCULATIONS ARE INCLUDED BASED ON CURRENT
PRICING.
MAIN CURRENT PRICING MENU: BRANCH TO THE MAIN CURRENT PRICING MENU.
UTILITY MENU
------------
FILE MANAGEMENT MENU: BRANCH TO THE FILE MANAGEMENT MENU.
SYSTEM STATUS/ANALYSIS: DISPLAY SEVERAL ASPECTS OF YOUR CURRENT
SYSTEM CONFIGURATION. THIS IS USEFUL FOR YOUR INFORMATION, BUT ALSO AS A
DEBUG / PROBLEM SOLVING TOOL IN THE UNLIKELY EVENT THAT YOU SHOULD
EXPERIENCE A SYSTEM PROBLEM WHILE USING W$TBL. THE DISPLAY WILL INCLUDE:
O SYSTEM ENVIRONMENT VARIABLES CURRENTLY SET ON YOUR SYSTEM. THE DISPLAY
WILL INCLUDE THE ACTIVE "PATH" & DOS ENVIRONMENT VARIABLES.
O CURRENT DOS OPERATION SYSTEM VERSION, & DOS MEMORY UP TO 640K. PLEASE
NOTE THAT ALTHOUGH YOUR SYSTEM MAY CONTAIN ADDITIONAL MEMORY ABOVE 640K,
MEMORY THAT IS CONFIGURED AS EITHER EXTENDED OR EXPANDED IS NOT REPORTED
HERE.
O CURRENT ACTIVE DISK DRIVE & AVAILABLE SPACE ON ACTIVE DRIVE.
O NUMBER OF RECORDS THAT CAN BE STORED ON THE CURRENT DRIVE, BASED ON THE
AVAILABLE SPACE, AND THE W$TBL RECORD LENGTH. THE ACTIVE DATA FILE,
AND NUMBER OF RECORDS IN THAT FILE.
O CURRENT GRAPHICS CAPABILITY, ACTIVE NUMBER OF COLUMNS, & BIOS MODE.
O NUMBER OF DETECTED PARALLEL, SERIAL, & GAME PORTS.
O CURRENT SYSTEM TIME & DATE.
O YOUR COMPUTER PROCESSOR AND CLOCK SPEED.
GRAPHIC MODE SELECTION: BRANCH TO THE GRAPHIC / COLOR MENU.
CALENDAR DISPLAY: THIS OPTION WILL GENERATE A CALENDAR FOR ANY MONTH &
YEAR FROM 1899 TO THE YEAR 2099. ONCE THE DESIRED MONTH IS DISPLAYED,
YOU CAN DISPLAY THE NEXT OR PRIOR MONTH, BY PRESSING "N" OR "P" ACCORDINGLY.
YOU CAN ALSO SELECT A NEW MONTH BY PRESSING "C" TO CHANGE THE ACTIVE DATE.
THIS IS USEFUL IN DETERMINING THE EXACT DATE A TRADE TOOK PLACE & ALSO AS
A UTILITY FOR OTHER APPLICATIONS. YOU CAN QUICKLY SELECT THE CURRENT YEAR
& MONTH, BY SIMPLY PRESSING RETURN, IN RESPONSE TO THE YEAR & MONTH
INQUIRES. PRESS ESC TO RETURN TO THE MAIN UTILITY MENU.
PRINTER CONTROL CODES: THIS OPTION WILL ALLOW YOU TO CHOOSE
APPROPRIATE PRINTER CONTROL CODES FOR DOT MATRIX PRINTERS, HP LASER JET
II, OR IBM PROPRINTER TYPE PRINTERS. YOU WILL ALSO BE ABLE TO MODIFY
THESE DEFAULT PRINTER CONTROL CODES. ONE OF THESE THREE SETS OF PRINTER
CONTROL CODES SHOULD WORK FOR YOUR PRINTER, WITH THE EXCEPTION OF
POSTSCRIPT. CURRENTLY W$TBL DOES NOT SUPPORT POSTSCRIPT-ONLY
PRINTERS.
YOU CAN CHOOSE A DIFFERENT SET OF CONTROL CODES BY PRESSING THE "S" KEY.
THIS WILL SCROLL THROUGH THE LIST OF PRINTERS THAT ARE SUPPORTED DIRECTLY
BY W$TBL. YOU CAN CHOOSE TO MODIFY ANY OR ALL OF THESE CONTROL CODE
CONFIGURATIONS BY SELECTING THE ITEM TO MODIFY AND THE CHOOSING "A" FOR
AN ASCII CONTROL CODE, OR RETURN TO PRECEDE YOUR CONTROL CODES BY THE
UNIVERSAL ESCAPE CONTROL CHARACTER "ESC" (ASCII 27). YOU MAY PRESS "Q"
IF YOU CHOOSE NOT TO MODIFY THE CONTROL CODE.
ONCE YOU HAVE MADE THE DESIRED CONTROL CODE CHANGES, YOU WILL BE ABLE TO
TEST THIS CONFIGURATION ON YOUR PRINTER BY SELECTING "T" AS INSTRUCTED.
ITEM "P" FROM THE PRINTER CONTROL MENU NOW ALLOWS THE USER TO SELECT
SINGLE OR DOUBLE SPACE AND CONTROL THE NUMBER OF LINES PER PAGE. THIS
SETTING IS USED FOR ALL "INDEX" TYPE REPORTS. THE DETAIL REPORTS WILL
DEFAULT TO STANDARD SPACING.
CAUTION: CONSULT YOUR PRINTER CONTROL MANUAL BEFORE ATTEMPTING TO MODIFY
ANY OF THESE CONTROL CODES. YOU CAN RESET THESE CODES TO THE DEFAULT
VALUES LISTED ABOVE BY PRESSING "R" FROM THIS MENU, AS NOTED IN THE
ON-SCREEN INSTRUCTIONS. YOU CAN ALSO RESET THESE CODES BY DELETING
"PRINTERS.CTL", AND ALLOW W$TBL TO RE-CREATE IT.
UPDATE SYSTEM DATE: THE CURRENT SYSTEM DATE IS DISPLAYED. AND CAN
EASILY BE CHANGED FROM THIS SELECTION. THIS VALUE IS USED THROUGHOUT
W$TBL.
FINANCIAL CALCULATIONS: BRANCH TO THE FINANCIAL CALCULATIONS MENU.
MAIN MENU WALL $TREET TBL: BRANCH TO THE MAIN MENU.
FILE MANAGEMENT MENU
--------------------
SORT ACTIVE DATA FILE: YOU HAVE THE OPTION OF SORTING YOUR ACTIVE
DATA FILE BY INVESTMENT DATE, INVESTMENT NAME AND TYPE, OR INVESTMENT
TYPE AND NAME.
AFTER SELECTING THE SORT ORDER OF YOUR CHOICE, W$TBL WILL SORT YOUR ACTIVE
DATA FILE AS REQUESTED. THIS MAY TAKE ANYWHERE FROM A FEW SECONDS TO HOURS
DEPENDING ON THE NUMBER OF RECORDS, THE DEGREE OF DISORDER AND YOUR
COMPUTER SPEED. IT WILL OBVIOUSLY TAKE CONSIDERABLY LONGER IF RUNNING
W$TBL FROM A FLOPPY DISK. THE SORT ROUTINE WILL KEEP YOU INFORMED OF ITS
ACTIONS AS IT PROCEEDS TO SORT YOUR DATA FILE.
WE RECOMMEND THAT YOU SORT YOUR FILE BY DATE, SINCE THIS WILL CORRESPOND TO
THE NATURAL ORDER AS TIME PROGRESSES AND ADDITIONAL INVESTMENT DATA IS
ENTERED. IT MAY BE HELPFUL FOR ANALYSIS PURPOSES TO VIEW GRAPHS, SUCH AS
THE CUM-SUM GRAPH BASES ON ANOTHER SORT CRITERIA.
THE DATE SORT WILL ALLOW YOU TO ENTER YOUR INVESTMENTS IN RANDOM ORDER AND
ALLOW W$TBL TO SORT THEM AFTER YOUR INITIAL LOAD IS COMPLETE. NORMALLY
YOU WILL ONLY NEED TO DO THIS AFTER YOU STORE YOUR INITIAL INVESTMENTS.
YOU CAN CHECK THE ORDER OF YOUR INVESTMENTS AT ANY TIME FROM THIS MENU. IF
YOUR INVESTMENTS ARE IN THE PROPER ORDER, THIS WILL ONLY TAKE A FEW
SECONDS.
ACTIVE W$TBL DATA FILE: MODIFY THE DATA FILE THAT IS CURRENTLY
ACTIVE, OR CREATE A NEW DATA FILE. YOU MAY FIND IT USEFUL TO KEEP
SEPARATE DATA FILES FOR DIFFERENT INVESTMENT TYPES, OR PERHAPS A NEW FILE
EACH YEAR. THE DATA FILE IS LIMITED TO 500 INVESTMENT RECORDS.
CURRENTLY THE W$TBL DATA FILE MUST EXIST ON THE SAME DRIVE AS THE W$TBL
SOFTWARE.
YOU CAN ENTER THE FILE NAME OR SELECT FROM THE EXISTING FILES BY SIMPLY
PRESSING RETURN TO INVOKE THE POP-UP WINDOW WITH ALL AVAILABLE .DAT FILES
IN THE CURRENT DRIVE/DIRECTORY. VALID CHARACTERS ARE LIMITED TO A-Z &
0-9, AND 8 CHARACTERS IN LENGTH. THE DOS SUFFIX OF ".DAT" WILL BE ADDED
TO THE END OF THE FILE NAME. ONCE YOU SELECT AN ACTIVE DATA FILE AND
CONFIRM YOUR CHOICE, W$TBL WILL VERIFY THE DATA FILE, INFORM YOU OF THE
LAST DATE THIS FILE WAS ACCESSED AND INFORM YOU OF THE NUMBER OF ACTIVE
RECORDS IN THE SELECTED FILE.
THE PROGRAM WILL AUTOMATICALLY CONVERT TO THE CURRENT FILE FORMAT IF YOUR
DATA FILE WAS CREATED WITH VERSION 5.2 OR LATER. THE SCREEN WILL NOTIFY
YOU OF THIS CONVERSION WHEN IT OCCURS. YOU WILL NOT BE ABLE TO USE DATA
FILES CREATED WITH A VERSION PRIOR TO 5.2, OR A DATA FILE CREATED WITH THE
WINDOWS VERSION OF W$TBL.
LIST ALL W$TBL FILES: THIS OPTION WILL DISPLAY A LISTING OF ALL FILES
IN YOUR CURRENT DIRECTORY. IF YOU MAINTAIN YOUR W$TBL SOFTWARE IN A
DIRECTORY OF IT'S OWN, ALL FILES SHOULD FIT ON ONE SCREEN. IF YOU HAVE A
LARGE NUMBER OF DATA FILES, THE DISPLAY WILL PAUSE AT THE END OF EACH
SCREEN.
DELETE W$TBL DATA FILE: THIS OPTION WILL ALLOW YOU TO DELETE A
".DAT" (DATA) FILE. A SIMILAR INPUT SCREEN WILL BE AVAILABLE AS
DESCRIBED ABOVE. YOU WILL BE NOTIFIED IF THE DELETION WAS SUCCESSFUL.
COPY W$TBL DATA FILE: THIS OPTION WILL ALLOW YOU TO COPY AN EXISTING
".DAT" (DATA) FILE. THIS FEATURE IS USEFUL IF YOU DECIDE TO DIVIDE AN
EXISTING FILE INTO SMALLER SEPARATE FILES. THIS CAN BE DONE BY COPYING THE
DATA FILE & THEN DELETING THE DESIRED RECORDS FROM THE FILES USING THE
MAIN MENU, EDIT OPTION.
PASSWORD PROTECT FILE: THIS OPTION WILL ALLOW YOU TO PASSWORD PROTECT
ANY SINGLE DATA FILE WITH A PASSWORD OF UP TO TEN CHARACTERS IN LENGTH.
MAKE SURE YOU MAKE A NOTE OF THE PASSWORD.
IF IT IS LOST, YOU WILL NOT BE ABLE TO VIEW OR EDIT THE DATA ON THAT DATA
FILE. IF YOU NEED TO GAIN ACCESS TO A DATA FILE THAT THE PASSWORD HAS BEEN
LOST, CONTACT IMAGE PLUS SOFTWARE, AND THIS CAN BE DONE FOR THE REGISTERED
USER, AT A NOMINAL FEE.
NOTE: THIS PASSWORD ONLY PROTECTS THE ACTIVE FILE, AND NOT ALL DATA FILES
IN THE WALL $TREET DIRECTORY. THIS FEATURE WILL ALLOW TWO USERS TO SHARE
THE SAME COMPUTER AND RESTRICT ACCESS TO THEIR INDIVIDUAL DATA FILES
ACCORDINGLY.
IF A PASSWORD FOR THE ACTIVE DATA FILE HAS BEEN SET, YOU WILL BE REQUIRED
TO ENTER THIS PASSWORD BEFORE THE PROGRAM WILL ALLOW YOU ACCESS TO THE MAIN
MENU, EACH TIME THE PROGRAM IS STARTED.
MAIN UTILITY MENU: BRANCH TO THE MAIN UTILITY MENU.
GRAPHIC / COLOR MENU
----------------------
COLOR WITHOUT GRAPHIC BORDERS: EGA GRAPHIC BORDERS WILL BE
IGNORED, MENU ITEMS WILL BE DISPLAYED IN FULL COLOR, WITH BLUE ASCII
BORDERS.
EGA COLOR WITH GRAPHIC BORDERS: EGA SCREEN GRAPHICS WILL BE
DISPLAYED IN FULL COLOR WITH EGA GRAPHIC BORDERS DISPLAYED DURING THE MENU
DISPLAYS. IF YOUR SYSTEM DOES NOT SUPPORT EGA OR VGA, DO NOT SELECT THIS
OPTION.
NOTE: THE BORDERS WILL ONLY DISPLAY IN THE MENU SELECTIONS. YOU MAY
CHOOSE TO SELECT COLOR WITHOUT GRAPHIC BORDERS, EVEN IF YOU HAVE
EGA/VGA CAPABILITY, SINCE THESE BORDERS WILL SLOW THE PROGRAM SLIGHTLY.
LCD OR MONOCHROME - NO BORDERS: EGA GRAPHIC BORDERS WILL BE
IGNORED, & ALL COLORS WILL BE SET TO HIGH INTENSITY WHITE. ASCII BORDERS
WILL BE DISPLAYED. THE COLOR SCHEME WILL BE MODIFIED TO ALLOW THE
HIGHLIGHT SELECTION TO BE DISPLAYED ON AN LCD SCREEN.
ALTER DEFAULT COLOR CHOICES: THE COLORS CAN ONLY BE CHANGED IF YOU HAVE
SELECTED "C" OR "E", AS DESCRIBED ABOVE. THE CURRENT COLOR CHOICES ARE
DISPLAYED, ALONG WITH THE VALID 15 SYSTEM COLORS. THESE ARE DISPLAYED
FOR YOUR CHOICE, & ARE NUMBERED 1 THROUGH 15. THE STANDARD COLOR
ASSIGNMENTS ARE AS NOTED BELOW:
RED WILL BE USED TO INDICATE A LOSS
GREEN TO INDICATE A PROFIT
MAGENTA TO INDICATE A SHORT SELL
WHITE TO INDICATE AN INVESTMENT STILL HELD
NOTE: THE DEFAULT SETUP WILL BE COLOR, NO GRAPHICS. THIS DOES NOT
EFFECT THE GENERATION OF GRAPHS. THE GRAPHIC CHOICES FOR THE GRAPH MENU
ARE AVAILABLE SEPARATELY.
MAIN UTILITY MENU: BRANCH TO THE MAIN UTILITY MENU.
FINANCIAL CALCULATIONS
----------------------
FUTURE VALUE OF INVESTMENT: AFTER ENTERING PRESENT VALUE, ANNUAL
INTEREST RATE, NUMBER OF YEARS INVESTED, AND THE NUMBER OF COMPOUNDING
PERIODS PER YEAR, THE FUTURE VALUE WILL BE CALCULATED FOR YOU.
PRESENT VALUE OF INVESTMENT: AFTER ENTERING THE DESIRED FUTURE
VALUE, ANNUAL INTEREST RATE, NUMBER OF YEARS INVESTED, AND THE NUMBER OF
COMPOUNDING PERIODS PER YEAR, THE INITIAL INVESTMENT REQUIRED WILL BE
CALCULATED FOR YOU.
EFFECTIVE INTEREST RATE: AFTER ENTERING THE PRESENT VALUE, FUTURE
VALUE, NUMBER OF YEARS INVESTED, AND THE NUMBER OF COMPOUNDING PERIODS PER
YEAR, THE EFFECTIVE ANNUAL RATE OF RETURN REQUIRED TO MEET THE OUTLINED
GOALS WILL BE CALCULATED FOR YOU.
TIME REQUIRED TO ACHIEVE GOAL: AFTER ENTERING THE PRESENT VALUE,
THE FUTURE VALUE, THE EFFECTIVE ANNUAL INTEREST RATE, AND THE NUMBER OF
COMPOUNDING PERIODS PER YEAR, THE NUMBER OF YEARS (OR MONTHS) WILL BE
CALCULATED FOR YOU.
LOAN - AMORTIZATION SCHEDULE: AFTER ENTERING THE LOAN AMOUNT, THE
ANNUAL INTEREST RATE, AND THE NUMBER OF LENGTH OF THE LOAN IN MONTHS, THE
PAYMENT (PRINCIPAL AND INTEREST) WILL BE CALCULATED FOR YOU NECESSARY TO REPAY
THE LOAN IN THE PRESCRIBED AMOUNT OF TIME.
AFTER THE NECESSARY INPUT VALUES HAVE BEEN ENTERED, YOU WILL HAVE AN OPTION
OF GENERATING AN AMORTIZATION SCHEDULE. TO BEGIN THE PROCESS OF GENERATING
A SCHEDULE, SIMPLY PRESS "S". YOU WILL BE PROMPTED TO ENTER THE EFFECTIVE
DATE OF THE LOAN. YOU CAN SIMPLY PRESS RETURN FOR TODAY"S DATE. YOU CAN
THEN CHOOSE TO DISPLAY THE SCHEDULE TO YOUR SCREEN OR TO YOUR PRINTER. ONCE
THE ENTIRE SCHEDULE HAS BEEN DISPLAYED OR PRINTED, A SUMMARY WILL BE
INCLUDED AT THE BOTTOM OF THE SCREEN OR PAGE. THIS SUMMARY WILL CONTAIN
THE TOTAL INTEREST, TOTAL PRINCIPLE, THE TOTAL AMOUNT PAID AND THE PAYMENT
RATIO. THE PAYMENT RATIO IS SIMPLY THE TOTAL AMOUNT PAID DIVIDED BY THE
LOAN AMOUNT, EXPRESSED AS A FACTOR.
ANNUITY FV/PV ULATION: AFTER ENTERING THE DESIRED MONTHLY ANNUITY,
THE ANNUAL INTEREST RATE, AND THE NUMBER OF MONTHS YOU WISH THE ANNUITY TO
LAST, THE PRESENT INVESTMENT AMOUNT WILL BE CALCULATED FOR YOU.
RETIREMENT ANALYSIS: THIS MODULE WILL ENABLE YOU TO GAIN INSIGHT ON THE
ABILITY OF YOUR PRESENT RETIREMENT FUND, AND MONTHLY RETIREMENT
CONTRIBUTION RATE TO SUPPLEMENT YOUR RETIREMENT INCOME. INITIAL DATA INPUT
REQUIRED ARE NOTED BELOW WITH EXPLANATIONS:
I AVERAGE ANNUAL % RETURN ON INVESTMENTS: THIS IS AN ESTIMATED AFTER
TAX RETURN ON YOUR INVESTMENTS, FROM NOW UNTIL YOUR RETIREMENT, AND
THROUGHOUT YOUR RETIREMENT YEARS. IF YOUR CONTRIBUTION IS TO AN IRA, OR
YOU INVEST IN TAX-FREE INVESTMENTS, SIMPLY USE THE % RETURN ON YOUR
INVESTMENTS.
I ASSUMED % AVERAGE ANNUAL INFLATION RATE: SIMPLY THE AVERAGE ANNUAL
INFLATION RATE UNTIL RETIREMENT.
I YOUR CURRENT RETIREMENT FUND BALANCE: SIMPLY ANY CURRENT
INVESTMENTS THAT YOU WILL USE TO FUND YOUR RETIREMENT .
I NUMBER OF YEARS UNTIL PLANNED RETIREMENT: SIMPLY YOUR PLANNED
RETIREMENT AGE MINUS YOUR CURRENT AGE.
I NUMBER OF YEARS YOU WILL NEED RETIREMENT INCOME: SIMPLY THE
NUMBER OF YEARS AFTER YOUR RETIREMENT, THAT YOU WILL NEED SUPPLEMENTAL
RETIREMENT INCOME.
I SUPPLEMENTAL MONTHLY INCOME NEEDED: THE ESTIMATED SUPPLEMENTAL
MONTHLY INCOME NEEDED AT RETIREMENT, IF YOU WERE TO RETIRE TODAY. TO
CALCULATE THIS VALUE, FIRST ESTIMATE YOUR TOTAL MONTHLY INCOME NEEDED AT
RETIREMENT, THEN SUBTRACT ALL OTHER SOURCES OF RETIREMENT INCOME SUCH AS
SOCIAL SECURITY ETC.
AFTER THE ABOVE VALUES HAVE BEEN ENTERED, THE FOLLOWING VALUES WILL BE
GENERATED:
R EST MONTHLY RETIREMENT INCOME NEEDED: BASED ON ANNUAL INFLATION
THIS WILL BE YOUR SUPPLEMENTAL INCOME NEEDED AT YOUR RETIREMENT.
R TOTAL LUMP SUM NEEDED AT RETIREMENT: BASED ON A SIMPLE ANNUITY,
THIS AMOUNT WILL BE NEEDED AT RETIREMENT TO PROVIDE THE ABOVE MONTHLY
SUPPLEMENT.
R TOTAL LUMP SUM NEEDED TODAY FOR RETIREMENT: BASED ON THE AVERAGE %
RETURN ON INVESTMENTS, THIS IS THE LUMP SUM YOU WOULD NEED TODAY TO PROVIDE
THE ABOVE MONTHLY SUPPLEMENTAL INCOME.
R CURRENT INVESTMENT VALUE AT RETIREMENT: IF YOU ENTERED A CURRENT
RETIREMENT FUND BALANCE, THIS IS THE ESTIMATED VALUE OF THIS LUMP SUM AT
YOUR RETIREMENT.
R DELTA LUMP SUM NEEDED AT RETIREMENT: THIS IS THE DELTA LUMP SUM
NEEDED TODAY TO FUND YOUR RETIREMENT.
R MONTHLY RETIREMENT CONTRIBUTION REQUIRED: THIS IS THE MONTHLY
CONTRIBUTION YOU NEED TO MAKE UNTIL YOUR PLANNED RETIREMENT DATE TO MEET
YOUR OUTLINED RETIREMENT GOALS.
REGISTRATION AGREEMENT
-----------------------
IF YOU WISH TO OBTAIN A PERSONALIZED COPY OF WALL $TREET - THE BOTTOM
LINE, WITH ALL LIMITATIONS REMOVED, PLEASE FILL OUT THE REGISTRATION FORM.
THIS FORM IS AVAILABLE BY PRESSING "P" AS INDICATED WHEN YOU BEGIN OR END
THE PROGRAM. REGISTERED USERS WILL RECEIVE THE LATEST VERSION CUSTOMIZED
WITH THEIR NAME ON THE SYSTEM MENUS, & WITH ALL LIMITATIONS REMOVED. YOU
WILL ALSO BE ADDED TO OUR MAILING LIST & WILL BE MADE AWARE OF ALL FUTURE
RELEASES.
DROP US A LINE IF YOU HAVE ANY QUESTIONS OR RECOMMENDATIONS ON WALL $TREET
- THE BOTTOM LINE. WE WANT TO HEAR FROM YOU!
BUGS OR PROBLEMS
----------------
REASONABLE CARE WAS TAKEN TO ENSURE THAT YOU WILL NOT ENCOUNTER ANY
PROBLEMS WHILE USING WALL $TREET - THE BOTTOM LINE. THESE INCLUDE RANGE
CHECKING ON THE INPUT FIELDS & TESTING PRIOR TO RELEASE. IF YOU SHOULD
ENCOUNTER ANY PROBLEMS WHILE USING THIS PRODUCT PLEASE REPORT THESE TO:
IMAGE PLUS SOFTWARE
WALL $TREET - THE BOTTOM LINE
3923 WALDEN WAY
DALLAS, TEXAS 75287
(214) 307-7056
PLEASE INCLUDE AS MUCH INFORMATION AS POSSIBLE. IN THE CASE OF A
SYSTEM ERROR, PLEASE INCLUDE: THE ERROR NUMBER, THE CONDITIONS THAT
PRODUCED THE ERROR, & A HARDWARE DESCRIPTION OF YOUR SYSTEM. WHERE
POSSIBLE, WE WILL IDENTIFY & CORRECT THE PROBLEM & PROVIDE A CORRECTED
COPY TO YOU AT NO CHARGE.
OPERATING NOTES & HINTS
-----------------------
#1: IF YOU HAVE ENTERED A RECORD AS BEING SOLD & LATER DETERMINE THAT IT
IS NOT SOLD, YOU MAY CORRECT THIS BY ENTERING "-1" IN THE YEAR FIELD, TO
CHANGE THE SOLD STATUS. FOR EXAMPLE, IF YOU ENTERED A RECORD AS BEING
SOLD, & WISH TO MODIFY IT TO BE UNSOLD; WHEN ASKED IF THE YEAR DATA IS
CORRECT, JUST ENTER "N"FOR NOT CORRECT & "-1" FOR THE YEAR.
#2: IF YOU MAKE AN ERROR & WISH TO ABORT THE CURRENT SCREEN, PRESS THE
ESC KEY AND THE SYSTEM WILL RETURN YOU TO THE PARENT MENU. WHEN VIEWING
A MENU, THE ESC KEY WILL RETURN YOU TO THE PARENT MENU, OR TO THE EXIT
SCREEN IF CURRENTLY AT THE PARENT MENU.
#3: IF YOU SPECIFY A GRAPHIC MODE & YOUR SYSTEM LOCKS UP, YOU CAN RESET TO
THE STANDARD COLOR SETTINGS, WITH NO GRAPHICS BY RESTORING THE FILE
"WALLSTD.CTL" FROM YOUR REGISTRATION DISK.
#4: IF YOU MODIFY THE PRINTER CONTROL CODES, & DO NOT ACHIEVE THE DESIRED
RESULTS, YOU CAN RESET THESE CODES FROM THE UTILITY MENU. YOU CAN ALSO
DELETE THE PRINTERS.CTL FILE BEFORE STARTING W$TBL, WHICH WILL ALSO
RESET THESE CODES.
#5: THE "WALLSTD.CTL" FILE NOW CONTAINS YOUR REGISTRATION INFORMATION.
IF THIS FILE IS DELETED, YOU WILL NEED TO RESTORE IT FROM YOUR
REGISTRATION DISK, IN ORDER TO RESTORE FULL PROGRAM FUNCTIONALITY.
#6: THE DATA FILE STRUCTURE HAS CHANGED FROM EARLIER VERSIONS OF THE
PROGRAM. FILE STRUCTURES CREATED WITH W$TBL PRIOR TO VERSION 5.0 ARE
NOT SUPPORTED. THE PROGRAM WILL AUTOMATICALLY CONVERT 5.1 TO 5.7 VERSION
DATA FILES TO THE CURRENT FORMAT.
#7: ALTHOUGH W$TBL CAN BE SUCCESSFULLY RUN FROM A FLOPPY DISK DRIVE, A
HARD DRIVE IS RECOMMENDED. THIS WILL GREATLY INCREASE THE SPEED OF THE
PROGRAM & INCREASE THE NUMBER OF RECORDS THAT CAN BE DISPLAYED. IF YOU
CHOOSE TO RUN W$TBL FROM A FLOPPY DRIVE, & YOU FIND THAT YOU NEED MORE
STORAGE SPACE, YOU CAN DELETE THE .DAT FILES, WALLST.DOC &
README.TXT FILES. THIS WILL INCREASE THE NUMBER OF RECORDS THAT CAN BE
STORED ON THE DISK. THE NUMBER OF RECORDS THAT WILL FIT ON THE DISK AT ANY
TIME, CAN BE READ DIRECTLY FROM THE UTILITY MENU - SYSTEM DISPLAY OPTION.
#8: THE LETTER "K" IS USED TO INDICATE VALUES IN THOUSANDS, AND "M" USED
TO INDICATE MILLIONS. FOR EXAMPLE 456,000 MAY BE SHOWN AS 456K.
#9: ALTHOUGH W$TBL IS NOT A MICROSOFT WINDOWS APPLICATION, YOU CAN RUN
W$TBL FROM WITHIN MICROSOFT WINDOWS. IF YOU"RE USING WINDOWS 3.0, OR
LATER, IN THE ENHANCED MODE, YOU CAN CHOOSE TO RUN W$TBL, FULL SCREEN OR
IN A WINDOW. THE WALLST.ICO FILE IS A FULL COLOR ICON (WINDOWS 3.0,
AND 3.1 COMPATIBLE) WHICH CAN BE SELECTED BY SELECTING FILE PROPERTIES;
CHANGE ICON; AND ENTERING THE PATH AND DESIRED ICON FILE. FOR EXAMPLE
"C:\WALLST\WALLST.ICO".
RESTRICTIONS
------------
YOU MAY NOT ALTER, MODIFY, OR ADAPT THE SOFTWARE, INCLUDING, BUT NOT
LIMITED TO, TRANSLATING, DECOMPILING, DISASSEMBLING, OR CREATING DERIVATIVE
WORKS.
IMAGE SOFTWARE PLUS MAKES NO WARRANTY OR REPRESENTATION EITHER EXPRESSED OR
IMPLIED, WITH RESPECT TO THIS SOFTWARE OR DOCUMENTATION, INCLUDING THEIR
QUALITY, PERFORMANCE, OR FITNESS FOR A SPECIFIC PURPOSE.
BECAUSE SOFTWARE IS INHERENTLY COMPLEX & MAY NOT BE COMPLETELY FREE OF
ERRORS, YOU ARE ADVISED TO VERIFY YOUR WORK. IN NO EVENT WILL IMAGE
SOFTWARE PLUS BE LIABLE FOR DIRECT, INDIRECT, SPECIAL, INCIDENTAL, OR
CONSEQUENTIAL DAMAGES ARISING OUT OF THE USE OR INABILITY TO USE THE
SOFTWARE OR DOCUMENTATION, EVEN IF ADVISED OF THE POSSIBILITY OF SUCH
DAMAGES.
WALL $TREET THE BOTTOM LINE
FOR WINDOWS IS NOW AVAILABLE !
----------------------------------------
WALL$T TBL IS AVAILABLE IN A WINDOWS VERSION. CONTACT IMAGE PLUS
SOFTWARE IF YOU ARE INTERESTED. AS A REGISTERED USER, YOU WILL BE ABLE TO
UPGRADE FOR A REDUCED FEE. THE WINDOWS VERSION REQUIRES A 386 OR ABOVE
AND MS WINDOWS 3.1 OR LATER.
THANK YOU FOR CHOOSING
WALL $TREET - THE BOTTOM LINE
& GOOD LUCK WITH ALL YOUR INVESTMENTS !
DAN M. SCHELL
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