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1993-11-21
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Capital Gainz Version 3.2
Copyright 1991-93 by David Lee Cohen. All Rights Reserved.
Dave Cohen
AlleyCat Software, Inc.
P.O. Box 14446
RTP, NC 27709-4446
(919)-469-5196
(919)-469-3972 BBS
CompuServe ID: 70431,132
Prodigy:WFCX17A
Internet:davec@rock.concert.net
November 21, 1993
_______
____|__ | (R)
--| | |-------------------
| ____|__ | Association of
| | |_| Shareware
|__| o | Professionals
-----| | |---------------------
|___|___| MEMBER
======================================================================
Capital Gainz, the Capital Gainz Utility Program, the Capital Gainz
Graphics Program, the Capital Gainz Download Program, the Capital
Gainz Demo, and all online and printed Capital Gainz documentation are
Copyright 1993 by David Lee Cohen. Unauthorized duplication or
distribution is prohibited.
======================================================================
READ THIS ENTIRE DOCUMENT: It contains important information!
This is an unregistered evaluation version of Capital Gainz if it
was obtained from a shareware disk vendor, an electronic bulletin
board, or a source other than AlleyCat Software, Inc. and David Lee
Cohen; or during program sign-on the phrase "shareware" or
"evaluation" is displayed. Otherwise, this is a registered version of
Capital Gainz, purchased by and registered to you. If this is an
evaluation version of Capital Gainz, after installation refer to the
document LICENSE.DOC for details on the evaluation version's
restrictions and for information on ordering a registered version of
Capital Gainz. Also included in LICENSE.DOC is a list of what you get
with registration. Please note that we receive no part of any fee
charged by disk vendors or sysops for the evaluation version.
Requirements:
-------------
Capital Gainz requires:
- An IBM compatible PC, 386sx processor or better recommended
- DOS 3.00 or later
- Any monochrome or CGA/EGA/VGA monitor
- A minimum of 640KB of RAM, with 520KB free
- A hard disk, with between 2MB and 5MB of free space
- A printer is NOT required
- For the Graphics Program, Hercules/EGA/VGA graphics required
- For the Download Program, a modem is required
- Approximate disk space requirements:
- Capital Gainz program and libraries: 1.2MB
- Several years of user data: 200KB
- Online documentation (optional): 500KB
- Demo/tutorial (optional): 700KB
- Utility Program: 500KB
- Graphics Program: 600KB
- Download Program: 600KB
Distribution, Registration:
---------------------------
Distribution restrictions are detailed in the VENDOR.DOC file.
Registration requirements are discussed in LICENSE.DOC. This software
is not public domain, and failure to abide by the distribution
restrictions constitutes a violation of the U.S. and International
Copyright laws.
Upgrading to a New Revision or
Converting to a Registered Version
-----------------------------------
If you already have a version of Capital Gainz installed, install
the new version in the same directory. Only program and documentation
files will be overwritten. Existing data files may be upgraded, but
will otherwise not be affected.
Sometimes, a change in file formats requires an upgrade of
existing data files. If this is the case, the upgrade function of the
Capital Gainz Utility Program will be invoked automatically during
installation. IF YOU ARE UPGRADING, YOU SHOULD INSTALL THE NEW VERSION
IN THE DIRECTORY CONTAINING THE OLD PROGRAM FILES. When attempting to
run a new version of Capital Gainz against old data files that were
not upgraded, you may receive the error "Invalid Record Declaration"
when running Capital Gainz. If you experience this problem, run the
Capital Gainz Utility Program to upgrade your data files.
YOU CAN ONLY INSTALL A NEW REGISTERED VERSION OVER AN OLD
EVALUATION OR REGISTERED VERSION. DO NOT INSTALL A NEW EVALUATION
VERSION OVER AN OLD EXISTING VERSION.
The HISTORY.DOC file contains a list of major changes between
revisions of Capital Gainz.
Prepare for Installation
------------------------
You should have one or more diskettes containing the following:
For Capital Gainz:
- INSTALL.EXE, INSTALL.INF, INSTALL.HLP, WINSTALL.EXE, README.DOC
- CGZCDnn.xxx - Documentation archive
- CGZCLnn.xxx - Runtime library archive
- CGZCPnn.xxx - Capital Gainz Program archive
- CGZCTnn.xxx - Demo/tutorial archive
- CGZCXnn.xxx - Example data archive
For the Utility Program:
- CGZUDnn.xxx - Utility Program document archive
- CGZUPnn.xxx - Utility Program archive
For the Graphics Program:
- CGZGDnn.xxx - Graphics Program document archive
- CGZGPnn.xxx - Graphics Program archive
For the Download Program:
- CGZDDnn.xxx - Download Program document archive
- CGZDPnn.xxx - Download Program archive
- CGZDSnn.xxx - Download Program script archive
'nn' refers to the version/subversion number, such as 32.
'xxx' refers to the archive extension, such as ZIP or EXE.
For BBS distribution, the archives are different:
- CGZCDnn.xxx - Capital Gainz document and tutorial (required)
- CGZCPnn.xxx - Capital Gainz Program and library (required)
Installation
------------
To install Capital Gainz, execute INSTALL.EXE. For instance, if
you inserted the Install disk into drive A, type:
C:>A:INSTALL
You will be prompted for the necessary information, and any
directories requested will be created if they do not exist. Online
help is available by hitting the F1 key. You'll be prompted to insert
disks as needed. After installation, the new Capital Gainz directory
will be your current working directory. Detailed information on the
installation process is included in the User's Manual.
Common installation problems include: bad diskettes, corrupt data
caused by electronic transmission errors, and incorrect composition of
the archives on the diskettes. The result of these kinds of problems
are installation errors indicating: invalid archive, invalid archive
format, or disk read errors. If you run into a similar problem,
contact your original source for a replacement. If you encounter
problems getting a replacement, contact us directly and let us know
where you obtained your copy.
INSTALL is not included in the BBS distributions. You should
create the target directories and unarchive the files to them.
Assuming you have the files in \PROCOMM\DL:
C:>MKDIR \CAPGNZ
C:>MKDIR \CAPGNZ\DOC
C:>CD \CAPGNZ
C:>PKUNZIP \PROCOMM\DL\CGZCP32.ZIP
C:>CD DOC
C:>PKUNZIP \PROCOMM\DL\CGZCD32.ZIP
Since there is no INSTALL program, you'll need to run CAPGNZ.EXE the
first time to create the CG.BAT startup file and the CAPGNZ.INF
information file. From then on, you can use CG.BAT to run the program.
"Can't Execute CGINST.BAT"
--------------------------
This is a common error caused by trying to install Capital Gainz
on a computer that was booted from a floppy disk. The installation
program creates a batch file to unarchive the Capital Gainz files,
then 'shells' to DOS to execute it. If the command processor
(COMMAND.COM) was on a floppy disk that was swapped out, then the
process will fail. You should try to install and run Capital Gainz on
a computer with DOS installed on the hard disk. If you can't, you can
exit from the installation program after seeing this error, and run
the batch file manually:
C:>CD \CAPGNZ
C:>CGINST
Documentation
-------------
After installation is complete, these important Capital Gainz
documents will be on your disk:
LICENSE.DOC - the license agreement and information on ordering
the registered version of Capital Gainz.
CGnn.DOC - Chapter 'nn' of the Capital Gainz user's manual, used
for online, context-sensitive help.
You can view or print the documentation from within Capital Gainz
using the View Documentation option from the Main Menu.
Getting Started
---------------
Before entering your own data, I strongly recommend that you run
the Demo/Tutorial screen show. To run it, you must be in the
drive/directory where the screen libraries (CGSCR*.LBR) are located.
For example, if the demo is in \CAPGNZ\DEMO on drive C:
C:>CD \CAPGNZ\DEMO
C:>CGDEMO
The demo works best on EGA/VGA color monitors. For others, highlighted
fields may not show up.
The demo/tutorial files consume considerable disk space. To remove
them when you're done:
C:> CD \CAPGNZ
C:> DEL DEMO\*.*
C:> RMDIR DEMO
In the Graphics Program part of the demo, several PCX graphics files
can be displayed. However, the graphics images included with the demo
will only work on VGA monitors.
Running Capital Gainz
---------------------
Be sure to refer to the LICENSE.DOC file for usage and
distribution guidelines. To start up Capital Gainz:
C:>CD \CAPGNZ
C:>CG
Backing Up Data
---------------
You really should regularly backup your Capital Gainz data files,
as data is easily corrupted by disk errors or misbehaved applications.
There is even a Backup option on the Main Menu to make this process
easy. The data files are backed up are: *.DAT and *.K01.
Enhancements
------------
Capital Gainz is constantly being enhanced. My goal is to put out
a release every 6-9 months, with every other one being a 'major'
release with significant new features. Registered users are notified
of updates, and can receive the upgrade for a small fee. I don't want
anyone getting the impression that these frequent updates are meant to
just increase revenues. Rather, I feel an obligation to offer the best
product possible to those who have supported me in the past.
If You Like It
--------------
If you like Capital Gainz, let me know. Also, pass along any
suggestions - many features added over the years originated from user
feedback. If friends or co-workers are interested, tell them to
contact me and I'll send them a free evaluation copy of Capital Gainz.
Of course, any mention of Capital Gainz in correspondence to magazines
or newspapers is greatly encouraged and appreciated. Finally, if
you're interested, I'm always looking for volunteers to try out new
features in pre-releases of Capital Gainz.
Documentation Changes
---------------------
A 'Change Source' function is shown in some Download and Graphics
Program documentation. This feature was dropped at the last
minute.
Return of principal distributions were changed to allow 'uneven'
amounts applied to different open records. This removes the
restriction that all open records must have at least the per
share amount recorded. Also, if the total return of principal
recorded exceeds the available basis, short and/or long term
capital gains distributions are recorded for the excess. Also,
deleting return of principal distributions no longer supports
open amount adjustments, because of the potential for uneven per
share amounts across different records.
Telechart 2000 data can be restricted by date and security. If
CURRENT prices are chosen, only the prices for the specified date
are read in. Otherwise, the FROM DATE and TO DATE restrict the
price data.
In the Download Program, you are assumed to use full, 80
character length lines when communicating with services. If, for
instance, you have your terminal characteristics set up for 40
character lines with Compuserve, downloaded BasicQuotes are
generated in a format that the Download Program's conversion
utility will not understand. To change terminal characteristics,
use the communication service's setup facility - in Compuserve,
you can get there with GO PROFILE.
Although stock quote downloads are supported, you should avoid
accumulating large amounts of price data. Capital Gainz is an
investment management tool, not a technical analysis tool, and is
not optimized to handle large amounts of price data quickly. I
suggest weekly price updates at the most. If you must pull in
daily data, at least use the Utility Program's Rebuild Price
History to occasionally weed out prices to a weekly or monthly
frequency.
The Download Program supports non-standard IRQ and port addresses
through the \CAPGNZ\DNLD\CGDNLD.IRQ file. You can create this
text file with any editor. Add one or more comma-delimited
records in this format:
PORT,IRQ,ADDRESS
So, if you use COM2 (standard IRQ 3, address 2F8), but it uses
the IRQ and address normally used for COM1 (IRQ 4, address 3F8):
2,4,1016
Note that the address must be decimal, not hexadecimal.
The Download Program defaults to touchtone dialing, using the 'AT
DT' modem command. You can switch to pulse dialing by creating
the file \CAPGNZ\DNLD\CGDNLD.MDM, and defining the dialing
command:
D=AT DP
For Prodigy, you can now set the Download Program to create and
download Quote Tracks, or to just download existing Quote Tracks.
If you have a lot of symbols that you regularly retrieve quotes
for, use CGPRODC.SCR to create Quote Tracks for the first time,
or to recreate them after adding/changing/deleting symbols in the
Download Program. Then, use CGPRODX.SCR to use existing Quote
Tracks, skipping the Prodigy commands to create new ones.