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Capital Gainz Version 3.1
Copyright 1992 by David Lee Cohen. All Rights Reserved.
Dave Cohen
DBLinx
P.O. Box 12545
RTP, NC 27709-2545
(919)-469-5196
(919)-469-3972 BBS
CompuServe ID: 70431,132
Internet:davec@rock.concert.net
October 21, 1992
_______
____|__ | (R)
--| | |-------------------
| ____|__ | Association of
| | |_| Shareware
|__| o | Professionals
-----| | |---------------------
|___|___| MEMBER
======================================================================
Capital Gainz, the Capital Gainz Utility Program, the Capital Gainz
Graphics Program, the Capital Gainz Demo, and all online and printed
Capital Gainz documentation are Copyright 1992 by David Lee Cohen.
Unauthorized duplication or distribution is prohibited, except for:
=> Personal backup copies.
=> Copies of the Capital Gainz Demo/Tutorial may be distributed,
but no fee may be charged.
=> Copies of the Evaluation Version of Capital Gainz may be made
and distributed, according to the guidelines listed in the online
VENDOR.DOC file.
The Evaluation Version is a special version of Capital Gainz,
includes online documentation only, and DOES NOT include the
Capital Gainz Utility Program or the Capital Gainz Graphics
Program.
Disk vendors interested in distributing the Evaluation Version of
Capital Gainz should read the guidelines in VENDOR.DOC.
Capital Gainz, the Capital Gainz Utility Program, the Capital Gainz
Graphics Program, the Capital Gainz Demo, and online and printed
Capital Gainz documentation are protected by U.S. and International
Copyright Laws.
======================================================================
Vendors:
--------
This package was developed by a member of the Association of Shareware
Professionals. Capital Gainz may only be distributed as a complete
package, and only the evaluation (unregistered) version may be
distributed. The Capital Gainz Utility Program, Capital Gainz Graphics
Program, and printed copies of the users manual may not be
distributed. Modification of the executable in any way is strictly
prohibited.
If you are an ASP approved vendor or BBS, then you are authorized to
carry Capital Gainz in your distribution library. All other vendors
and BBS must receive either electronic or written mail authorization
to distribute Capital Gainz.
Capital Gainz can not be bundled and distributed with any other
programs. It must be distributed as a stand-alone package. Capital
Gainz may NOT be included on 'mega-disks', other multi-program disk
sets, or CDs, unless you first receive electronic or written
authorization from David Lee Cohen. Customers should have the
opportunity to purchase just those programs that they want, rather
than paying extra for unwanted ones.
Explicit or implicit authorization to distribute Capital Gainz gives
you permission to charge a distribution fee. However, this fee may not
exceed $6.00 per disk for the complete Capital Gainz evaluation
package.
This document includes several descriptions: one line, 128 characters,
512 characters, and about one page. Please use the one most
appropriate for your catalog.
Registration:
-------------
$59.00 for Capital Gainz and the Graphics Program
$49.00 for Capital Gainz
Add $5.00 for shipping and handling within the U.S.
With registration, you get a 300 page bound users manual, technical
support, the Capital Gainz Utility Program, and the Capital Gain
Demo/Tutorial.
Keywords:
---------
PORTFOLIO STOCK MUTUAL FUND DOLLAR-COST ASP INVEST SHAREWARE
Update:
-------
Version 3.1 contains a significant number of new features:
- A load/commission/discount calculator
- User-definable security types
- Paper-saver option on reports
- Password protection
- Much improved file viewer
- Help function now uses online manual
- Price from Value feature, for securities without a known price
- Data consistency checker
- Wash sale report
- Total return report
- Grouped sales for the tax forms
- Default price and distribution values determined by date
- Form driven installation
- Open information for closed shares can now be modified
- Allocation report contains individual securities
- Warnings added to prevent incorrect entries
- Example data can be installed
- Graphics and charting features (registered version only)
Files:
------
The evaluation version of Capital Gainz is composed of the following
files:
- INSTALL.EXE, INSTALL.INF, INSTALL.HLP (optional)
- README.DOC (required, may be in documentation archive)
- CGZLBnnn.xxx - Runtime library archive (required)
- CGZPRnnn.xxx - Program files archive (required)
- CGZDCnnn.xxx - Documentation files archive (required)
- CGZDTnnn.xxx - Data files archive (required)
- CGZEXnnn.xxx - Example data archive (optional)
- CGZDMnnn.xxx - Demo/tutorial archive (optional)
'nnn' refers to the version/subversion number, such as 31A.
'xxx' refers to the archive extension, such as ZIP or EXE.
BBS may want to omit installation program, but users will then have to
manually unarchive the program. Likewise, BBS may omit the Example and
Demo archives.
INSTALL.INF drives the installation procedure. The format of the file
is described at the top of the file, and can be modified as necessary.
However, if you must modify it, be sure you understand the format and
thoroughly test any changes.
Suggested distribution formats:
3 360KB diskettes:
1) INSTALL.EXE, INSTALL.INF, INSTALL.HLP, README.DOC,
CGZLBnnn.xxx (Library)
2) CGZPRnnn.xxx (Program), CGZEXnnn.xxx (Example),
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CGZDTnnn.xxx (Data)
3) CGZDCnnn.xxx (Documentation), CGZDMnnn.xxx (Demo)
2 720KB diskettes:
1) INSTALL.EXE, INSTALL.INF, INSTALL.HLP, README.DOC,
CGZLBnnn.xxx (Library), CGZPRnnn.xxx (Program),
CGZEXnnn.xxx (Example), CGZDTnnn.xxx (Data)
2) CGZDCnnn.xxx (Documentation), CGZDMnnn.xxx (Demo)
BBS download:
1) CGZLBnnn.xxx (Library)
2) CGZPRnnn.xxx (Program)
3) CGZDCnnn.xxx (Documentation)
4) CGZDTnnn.xxx (Data)
5) CGZEXnnn.xxx (Example, optional)
6) CGZDMnnn.xxx (Demo, optional)
Author:
-------
Capital Gainz, the Capital Gainz Utility Program, the Capital Gainz
Graphics Program, the Capital Gainz Demo/Tutorial, and all online and
printed documentation is Copyright 1992 by David Lee Cohen
Association of Shareware Professionals Author Member
Support:
--------
Telephone, CompuServe Email, Internet Email, or U.S. Mail
BBS: 919-469-3972
Hardware/Software Requirements:
-------------------------------
- An IBM personal computer or compatible
- MS-DOS version 3.00 or later
- Any monochrome or CGA/EGA/VGA monitor
For the Graphics Program, Hercules/EGA/VGA is required
- A minimum of 640KB of RAM, with 512KB free
- A hard disk, with between 1.2MB and 3.0MB of free space
- A printer is NOT required
Category:
---------
Investment/Financial/Portfolio Management
One-Line Description:
---------------------
Investment portfolio manager
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Tiny Description (128 characters):
----------------------------------
Portfolio manager for investors. Ideal for a 'dollar-cost' strategy.
Wide variety of selling methods. ASP, HD, 3.0, 640K.
Short Description (512 characters):
-----------------------------------
Capital Gainz is a portfolio manager for both small investors and
professional investment managers. Ideal for a 'dollar-cost averaging'
strategy. Record purchases, sales, dividends, capital gains; calculate
gain/loss and total return; view or print information for one or more
securities and over a range of dates; reinvest dividends; record stock
splits; execute sales of multiple purchases using FIFO, LIFO, max
gain, max loss, specific ID, average cost. Hard disk, 640K, DOS 3.0.
ASP Shareware, $39/$49.
Long Description:
-----------------
Capital Gainz is an investment portfolio manager that balances the
modest needs of the small investor with the complex requirements of
the professional investment manager. It's ideal for individual
investors following a 'dollar-cost averaging' strategy with mutual
funds.
You record purchases, sales, and distributions with easy to understand
forms, and select records from scrolling tables. A load/commission
calculator can be called up when recording a purchase or sale.
You can easily record the sale of a number of different purchases that
occurred over a period. Capital Gainz allows you to sell shares by
specific identification, first-in/first-out, last-in/first-out,
maximize gains/minimize losses, minimize gains/maximize losses, and
average cost.
You can calculate a security's total return. Capital Gainz finds the
first price, last price, and reinvested distributions within a date
range to calculate a true total return figure.
You can compare a security's total return to your actual realized
performance. Capital Gainz combines your purchases, sales, and
distributions to arrive at your actual realized performance.
You can specify flexible reporting options. Capital Gainz gives you
several levels of detail and summary reports, and the ability to
restrict the information by date range and/or security. Other reports
include portfolio allocation and Schedule B and D.
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You can perform powerful 'what-if?' scenarios. After you enter how
many shares to sell and the selling method to use, or select specific
shares, Capital Gainz displays a table of all affected open shares
with the associated gain or loss. You are then given the choice of
confirming or backing out of the sale.
You can easily maintain securities' price histories. Every buy and
sell transaction potentially adds an entry to the price history,
without any additional action required on your part. You can manually
add entries, change entries, and delete entries.
You can maintain up to 999 separate portfolios. All portfolio specific
screens and reports show the associated portfolio.
You can keep a pool of defined securities for populating portfolios.
Capital Gainz separates securities into 'local' and 'global' entities.
Local securities are specific instances of global securities. You can
associate brokers and investment companies with securities.
An additional graphics program can be purchased with the registered
version. With this program, you can generate price graphs, total
return area charts, security cost/value charts, portfolio allocation
charts, and performance charts.
Capital Gainz provides a powerful and flexible alternative to
commercial investment software - at a much lower cost!
Registration: $39/$49 plus shipping and handling. Includes 300 page
users manual, utility program, and demo/tutorial. ASP Shareware.
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