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Capital Gainz Version 3.2
Copyright 1993 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
August 18, 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/Tutorial, and all online and printed Capital Gainz
documentation are Copyright 1993 by David Lee Cohen. Unauthorized
duplication or distribution is prohibited, except for:
=> Copies of the Evaluation Version of Capital Gainz may be made
and distributed, within the restrictions listed in this document.
The Evaluation Version is a special version of Capital Gainz,
includes online documentation only, and DOES NOT include the
Capital Gainz Utility Program, the Capital Gainz Graphics
Program, or the Capital Gainz Download Program.
Disk vendors interested in distributing the Evaluation Version of
Capital Gainz MUST read and follow the guidelines listed in this
document. FAILURE TO ABIDE BY THE LISTED RESTRICTIONS CONSTITUTES
VIOLATION OF U.S. AND INTERNATIONAL COPYRIGHT LAWS.
======================================================================
**********************************************************************
*** Capital Gainz was a finalist in the Best Business and Finance ***
*** Applications category at the 1993 Shareware Industry Awards. ***
**********************************************************************
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
!!! We formerly operated under the company name of DBLinx. !!!
!!! Please note our new company name, AlleyCat Software, Inc. !!!
!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!
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 VERSION may be distributed. The
Capital Gainz Utility Program, the Capital Gainz Graphics Program, the
Capital Gainz Download Program, and printed copies of the user manuals
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 IMPLICITLY
AUTHORIZED TO CARRY CAPITAL GAINZ in your distribution library. ALL
OTHER VENDORS AND BBS MUST RECEIVE EXPLICIT WRITTEN AUTHORIZATION to
distribute Capital Gainz.
Capital Gainz MUST BE DISTRIBUTED AS A STAND-ALONE PACKAGE. Customers
should have the opportunity to purchase just those programs that they
want, rather than paying extra for unwanted ones. Without explicit
authorization from David Lee Cohen, DISTRIBUTION VIA ANY OF THESE
FORMS IS STRICTLY PROHIBITED:
- CD-ROM
- Multi-program disk sets
- Retail racks
Explicit or implicit authorization to distribute Capital Gainz gives
you permission to charge a reasonable distribution fee. However, this
fee may not exceed $6.00 per disk or $10.00 total for the complete
Capital Gainz evaluation package. In addition, the distribution medium
must clearly state that the buyer is purchasing an evaluation copy,
and an additional registration fee is required for continued use.
Descriptions
------------
This document includes several descriptions: one line, 128 characters,
512 characters, and about one page. Please use the one most
appropriate for your catalog.
The BBS evaluation version includes FILE_ID.DIZ description files.
We'll be glad to provide reviews or additional promotional literature
as requested.
Screen Shots for Catalogs
-------------------------
If you would like to include representative screen shots of Capital
Gainz in you catalog, look for the file VENDPCX.EXE. This is a self-
extracting archive containing several PCX files:
SECTABCO.PCX - Security Table (Color)
SECTABBW.PCX - Security Table (Black&White)
BUYFORCO.PCX - Buy Shares Form (Color)
BUYFORBW.PCX - Buy Shares Form (Black&White)
OPNLOGCO.PCX - Open Shares Log (Color)
OPNLOGBW.PCX - Open Shares Log (Black&White)
Registration:
-------------
$49.00 for Capital Gainz, 300 page Users Manual,
Utility Program, and Demo/Tutorial.
Add $5.00 for shipping and handling within the U.S.
Add $15.00 for the Graphics Program (Optional)
Add $15.00 for the Download Program (Optional)
Keywords:
---------
PORTFOLIO STOCK MUTUAL FUND DOLLAR-COST ASP INVEST SHAREWARE
Update:
-------
Version 3.2 contains a significant number of new features:
Exchange and Ticker Symbol Fields Portfolio History
Improved Backup/Restore Bond Maturity/Issue Values
Bond Discount/Amortization Support Support for Year 2000 and Beyond
Locator Keys for Tables Consistency Check can Fix Problems
Automatic Wash Sale Adjustment Added Comment Fields to Records
Popup Calculator with Paste Option Symbols Increased to 6 Letters
Better Support for Savings Bonds Price Alerts
Files:
------
The evaluation version of Capital Gainz is composed of the following
files:
- INSTALL.EXE, INSTALL.INF, INSTALL.HLP, 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
'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 installation program is omitted and the
archives are different:
- CGZCDnn.xxx - Capital Gainz documentation and tutorial
- CGZCPnn.xxx - Capital Gainz Program and library
Suggested distribution formats:
3 360KB diskettes:
1) INSTALL.EXE, INSTALL.INF, INSTALL.HLP, README.DOC,
CGZCLnn.xxx (Library)
2) CGZCPnn.xxx (Program), CGZCXnn.xxx (Example)
3) CGZCDnn.xxx (Document), CGZCTnn.xxx (Demo/Tutorial)
2 720KB diskettes:
1) INSTALL.EXE, INSTALL.INF, INSTALL.HLP, README.DOC,
CGZCLnn.xxx (Library), CGZCPnn.xxx (Program),
CGZCXnn.xxx (Example)
2) CGZCDnn.xxx (Document), CGZCTnn.xxx (Demo/Tutorial)
1 1.2MB or 1.44MB diskette:
1) INSTALL.EXE, INSTALL.INF, INSTALL.HLP, README.DOC,
CGZCLnn.xxx (Library), CGZCPnn.xxx (Program),
CGZCXnn.xxx (Example), CGZCDnn.xxx (Document),
CGZCTnn.xxx (Demo/Tutorial)
BBS download:
1) CGZCPnn.xxx (Program and Library)
2) CGZCDnn.xxx (Document and Tutorial)
IF YOU ARE A DISK VENDOR, DO NOT DISTRIBUTE THE BBS FORMAT ON
DISKETTES. WE REQUIRE YOU TO DISTRIBUTE ONLY THE DISKETTE FORMAT, AS
IT INCLUDES AN INSTALLATION PROGRAM. THE BBS FORMAT SHOULD ONLY BE
DISTRIBUTED VIA ONLINE SOFTWARE LIBRARIES.
Author:
-------
Capital Gainz, the Capital Gainz Utility Program, the Capital Gainz
Graphics Program, the Capital Gainz Download Program, the Capital
Gainz Demo/Tutorial, and all online and printed documentation are
Copyright 1993 by David Lee Cohen
Association of Shareware Professionals Author Member
Support:
--------
Telephone: 919-469-5196
CompuServe: 70431,132
Prodigy: WFCX17A
Internet: davec@rock.concert.net
U.S. Mail: P.O. Box 14446, RTP, NC 27709-4446
BBS: 919-469-3972
Hardware/Software Requirements:
-------------------------------
- An IBM compatible PC, 386sx processor or better recommended
- DOS 3.00 or later
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- 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
- 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
Category:
---------
Investment/Financial/Portfolio Management
One-Line Description:
---------------------
Investment portfolio manager
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, $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 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.
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You can easily record the sale of a number of different purchases that
occurred over a period. You can sell shares by specific identity,
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 Schedules B and D from the tax forms.
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 adds an entry to the price history, without any
additional action required on your part. You can also 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 linked to global securities, so updating the
global security's price automatically updates all associated local
securities. You can even specify brokers for securities.
Additional Graphics and Download Programs can be purchased with the
registered version. With the Graphics Program, you can generate price
graphs, total return area charts, security cost/value charts,
portfolio allocation charts, and performance charts. With the Download
Program, you can retrieve prices from online services including
CompuServe and Prodigy.
Capital Gainz provides a powerful and flexible alternative to
commercial investment software - at a much lower cost!
Registration: $49 plus shipping and handling. Includes 300 page users
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manual, utility program, and demo/tutorial. The Graphics Program is
available for an additional $15. The Download Program is available for
an additional $15. ASP Shareware.
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