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Gold Medal Software 2
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Gold Medal Software Volume 2 (Gold Medal) (1994).iso
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READ-ME.DOC
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╔═══════════════════════════╗
║ Also from Techserve, Inc. ║
╚═══════════════════════════╝
╒═══════════════════════════════════════════════════════════════════════════╕
│ CAPTOOL! (reg. tm) Investment Software │
├───────────────────────────────────────────────────────────────────────────┤
│ CAPTOOL (reg. tm) integrates Techserve's portfolio management, stock/bond │
│ evaluation, data acquisition and client management into a single powerful │
│ package for individual investors and investment professionals. In its │
│ portfolio mode, CAPTOOL incorporates an enhanced version of the popular │
│ PFROI portfolio management system. This system enables users to track │
│ portfolio and security return on investment while managing multiple │
│ portfolios. Virtually all security types and transactions are supported, │
│ including stocks, bonds, options, C.D.'s, mutual funds, as well as │
│ depreciable assets such as rental properties and partnership interests. │
│ Estimated taxes are computed using user configurable tax rates to │
│ support after-tax ROI computation and tax planning. │
│ │
│ CAPTOOL portfolio valuations may be performed daily using either manual │
│ or automatic pricing (Dow Jones, Compuserve, and others). Position │
│ records include cost bases, unrealized gains, yield, beta and │
│ diversification information. Old position records may be stored for │
│ later recall for review and/or price updating. CAPTOOL return on │
│ investment is computed both before and after taxes using the internal │
│ rate of return method. ROI may be computed for individual securities, by │
│ security types, by industry code, for an entire portfolios or even for │
│ groups of portfolios. ROI results include portfolio "dynamic" beta │
│ versus any of seven user selected stock indices. ROI may be computed on │
│ both a "dollar-weighted" and/or "time-weighted" basis. │
│ │
│ CAPTOOL generates over twenty portfolio reports which may be directed to │
│ either printer, scrollable screen display, ASCII text file or Lotus │
│ readable ".WKS" file. Reports include a configurable "client statement" │
│ as well as valuation and allocation graphics. Other reports include │
│ income reports useful for year-end tax preparation, unrealized/realized │
│ gains, cash flow forecast, open tax lots, past due dividends and interest │
│ as well as various ROI reports and graphics. │
│ │
│ CAPTOOL "client" records facilitate easy handling of multiple portfolios │
│ including batch generation of valuations and reports. "Auto-dial" plus │
│ "screenable" label generation and mail merge from these records │
│ facilitate use for prospecting and client support by the investment │
│ professional. CAPTOOL has no software limit on number of securities or │
│ portfolios handled. │
│ │
│ In its investment mode, CAPTOOL incorporates the BONDPRO (tm) and │
│ STOCKPAR (tm) security evaluation systems and the TIME-TREND (tm) time- │
│ series module. BONDPRO computes bond yield to call and yield to │
│ maturity, taking into account tax rates, commissions, accrued interest, │
│ as well as call premiums, coupon rates, and payment dates. A side-by- │
│ side, two-bond format facilitates comparison of bond swap candidates. │
│ STOCKPAR generates a bracketed "par" stock valuation using risk adjusted │
│ discounted cash flow similar to the capital asset pricing model. │
│ STOCKPAR's input consists of historical corporate financial data, beta, │
│ risk factors, plus a "risk-free" discount rate. Future corporate │
│ financial results may be automatically forecast from the data or manually │
│ forecast prior to computing "par" valuation. STOCKPAR additionally │
│ generates, plots, and screens financial ratios such as price/earnings, │
│ price/sales, debt/asset, etc. CAPTOOL's Time-Trends module generates │
│ time series plots of security prices (high/low/close/moving average), │
│ currency exchange rates and macro-economic statistics. │
│ │
│ CAPTOOL includes numerous help screens and comes with demo data files and │
│ 240+ page printed user manual which provide examples to help in getting │
│ started. CAPTOOL is not copy protected and is backed by a 45 day │
│ money-back guarantee. │
├───────────────────────────────────────────────────────────────────────────┤
│ IBM PC or compatible, 384K RAM DOS 2.0/higher, 720K min. disk space. $99 │
├───────────────────────────────────────────────────────────────────────────┤
│ ∙ Portfolio Management ∙ Stock Evaluation │
│ ∙ Multiple portfolio support ∙ Capital asset pricing model │
│ ∙ Batch valuations and reports ∙ Adjustable risk factors │
│ ∙ Before/after tax ROI (IRR method) ∙ Automatic or manual f/c │
│ ∙ Over twenty printed reports ∙ Financial Ratio Screens │
│ ∙ Screen/printer graphics │
│ ∙ Portfolio beta computation ∙ Bond Evaluation │
│ ∙ User configurable tax rates ∙ Yield to call/maturity │
│ ∙ FIFO, avg. or assigned tax lots ∙ Includes taxes, commissions, │
│ ∙ Bond accretion/amortization accrued interest │
│ ∙ Commission tracking ∙ Bond swap net present value │
│ │
│ ∙ Communications ∙ Client Support/Prospecting │
│ ∙ Automatic dial/logon ∙ Account records screenable by │
│ ∙ Automatic pricing from Dow Jones, security held │
│ ∙ Compuserve & others ∙ Auto Dial, memo merge, labels │
│ ∙ "Smart Terminal" mode for ∙ Configurable client statements │
│ data and news retrieval │
└───────────────────────────────────────────────────────────────────────────┘
╔═══════════════════════════════════════════════════════════════════════════╗
║ Pricing (License, diskette (printed manual if included)): ║
╠═══════════════════════════════════════════════════════════════════════════╣
║ PFROI - $ 29 (V4.0+ Licence/on disk manual) ║
║ PFROI - $ 49 (V4.0+ Licence/170 pg printed manual) ║
║ CAPTOOL - $ 99 (License/240+ pg printed manual) ║
║ CAPTOOL/GI - $249 (License, multi-currency version of CAPTOOL) ║
║ READ & RUN - $ 29 (Licensed version) ║
║ ║
║ (Add $4 for shipping/handling, plus $6 if CAPTOOL air shipment outside ║
║ U.S./Canada/Mexico) ║
║ CAPTOOL/GI = "CAPTOOL Global Investor" supports multi-currency portfolios ║
║ permits translation of portfolio report labels and headers, and takes ║
║ advantage of numeric co-processor (8087 family) when present in PC. ║
║ ║
║ A hard disk or 720K or 1.2M floppy disk capacity recommended for CAPTOOL ║
╠═══════════════════════════════════════════════════════════════════════════╣
║ For more information or to order contact: ║
║ ║
║ TECHSERVE Inc., P.O. Box 70056, Bellevue, WA 98007 ║
║ ║
║ or Telephone : (206) 747 5598 / (800) 826 8082 ║
║ (Check, VISA or Mastercard accepted) ║
║ ║
║ or ask your local software dealer ║
╠═══════════════════════════════════════════════════════════════════════════╣
║ Purchase Terms : Purchase of disks containing software described here ║
║ licenses purchaser to use software and make multiple backup copies ║
║ provided only one copy is used at any one time. Demo versions may be ║
║ copied and transferred provided unaltered and copyright displayed. ║
║ Software contained on diskettes purchased is provided "as is". ║
║ Purchasers should ascertain to their own satisfaction that software ║
║ produces acceptable results and performs to expectations. If not ║
║ satisfied, purchasers who have purchased direct from Techserve, inc. may ║
║ return diskettes and manuals (if included) in original condition to ║
║ Techserve, inc. within guarantee period for refund of purchase price. ║
║ Refund excludes shipping & handling charges, is subject to 10% restocking ║
║ charge and voids user license. Prices are subject to change without ║
║ prior notice. Checks, VISA, and MasterCard are accepted. Checks must be ║
║ drawn on US/Canadian banks in $US. ║
╠═══════════════════════════════════════════════════════════════════════════╣
║ Dealers: Contact Techserve, inc., (address above) for information on ║
║ reselling registered copies of CAPTOOL and/or CAPTOOL Global Investor. ║
╚═══════════════════════════════════════════════════════════════════════════╝