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Portfolio Manager Version 4.3 Vendor - information
Copyright 1985-1993 by Shane Software International
Steve Hane
107 17th Court
Sequim, WA. 98382
Order (only) line 800-742-6303 (1-800-Shane03)
Technical support 206-681-2402
CompuServe ID: 73060,2370
_______
____|__ | (tm)
--| | |-------------------
| ____|__ | Association of
| | |_| Shareware
|__| o | Professionals
-----| | |---------------------
|___|___| MEMBER
Vendors:
~~~~~~~~
This package was developed by a member of the Association of
Shareware Professionals. Portfolio Manager may only be distributed
as a complete package, and only the shareware (unregistered) version
may be distributed without special authorization from Shane Software
International. Your efforts to put shareware into the hands of
potential registered users is greatly appreciated.
Portfolio Manager can not be bundled and distributed with any other
programs. It must be distributed on its own diskette(s). Note that
this restriction prevents the inclusion of Portfolio Manager on 'mega-
disks' or other multi-program disks. Exceptions to this will be made
for CD-ROM distributions, but you must receive electronic or written
authorization for these exceptions.
Explicit or implicit authorization to distribute Portfolio Manager
gives you permission to charge a distribution fee. However, this fee
may not exceed the reasonable cost of per disk distribution
(suggest $5.00 or less per disk).
This document includes several descriptions: one line, one page,
128 characters, and 512 characters. Please use the one most
appropriate for your catalog.
Uploading to a BBS
~~~~~~~~~~~~~~~~~~
If you plan to upload Portfolio Manager to a BBS, please use the
following names for the uploaded disk files to maintain uniformity
between different bulletin boards accross the country.
P-MGR1.xxx for disk # 1
P-MGR2.xxx for disk # 2
P-MGR3.xxx for disk # 3
xxx = required extension (zip, exe, arc, etc.)
Page 2 (Vendor information)
Registration:
~~~~~~~~~~~~~
Registration fee $49.00 Site license available
Shipping charges, per copy:
N/C U.S. standard, $3.00 Canada, $5.00 others
Payment of the registration fee entitles the user to:
1) A disk with all the updates since release
2) Notification of future releases of Portfolio Manager
3) Unlimited technical support via E-mail, phone or regular mail
4) A module to save and retrieve data from past years
5) Bonus programs as shown below:
A) CALCULATOR - results may be transferred to the program if
numeric input was requested when the F2 key was activated
B) CALENDAR - check dates forward or backward
C) FINANCIAL CALC - fourteen ways to evaluate an investment
D) LOAN COMPUTATIONS - seven ways to evaluate a loan
6) An upgrade utility, if needed, to preserve data from a prior
version
7) My thanks & gratitude (now there is a real incentive !!!)
Keywords:
~~~~~~~~~
PORTFOLIO STOCK MUTUAL FUND DOLLAR-COST ASP INVEST SHAREWARE ROI
BOND CAPITAL GAIN BROKER
Updates:
~~~~~~~
This revision contains a major re-write of the entire program. A
list of changes and new features can be found in PM-FEATU.DOC. This
release requires a data file upgrade from previous versions.
Files:
~~~~~~
See PM-FILES.DOC (this disk)
Author:
~~~~~~~
Portfolio Manager is Copyright 1985-1993 by Shane Software Int'l
Association of Shareware Professionals - Author Member
Support:
~~~~~~~~
Telephone, CompuServe Email, or U.S. Mail
Multiple portfolios:
~~~~~~~~~~~~~~~~~~~
Portfolio Manager has the ability to manage an unlimited number of
investment portfolios for those having the need (brokers, advisors,
counselors, etc.). This module sold separately and is available to
registered users only for an additional $50.00. This module is NOT
required for the normal use of the program by individuals. It may
be a useful feature for those who maintain portfolios for others.
Page 3 (Vendor information)
Hardware & Software Requirements:
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Computer: any 80x86 clone can run Portfolio Manager.
Memory: Portfolio Manager requires a minimum of 440KB of free
memory. 512KB is recommended.
Monitor: Any type of monitor will do. No graphics card is
required, as Portfolio Manager uses the extended
ASCII character set. On color monitors, users can
customize the colors.
Disk Drive: Portfolio Manager requires a hard disk with at least 2.2MB
of free space. The program requires approximately 1.7MB
and Foxpro(tm) requires approximately 500KB for work
files that are created each time the program is started.
The work files will be erased when the program is exited.
Printer: A printer is not required, but is recommended. No special
printer characters are required so any printer will work.
Any report that can be printed may also be sent to a disk
file or viewed on the screen.
Mouse: Supports Microsoft, Logitech and any compatible mouse
Operating System: DOS 2.1 or later is suggested, as some problems
have been reported with earlier versions.
Category:
~~~~~~~~~
Investment/Financial/Portfolio Management/Business
One-Line Description:
~~~~~~~~~~~~~~~~~~~~~
Complete investment record keeping system
Tiny Description (128 characters):
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Investment record keeping system. Tracks all type investments.
Up to 5 separate accts. Flexible report capability. Mouse support
Short Description (512 characters):
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Portfolio Manager was designed to track most market investments
as well as CD's, Savings, limited partnerships, etc. PM can
maintain up to 5 accts in 1 portfolio to separate your records
for an IRA, spouses IRA, special purpose account, etc. PM will
measure portfolio performance to meet long range goals. It
computes ROI, estimated and actual yields, and other analytical
data. It's an excellent tax preparation and planning tool.
17 distinct reports available. Menu driven with Mouse support.
Page 4 (Vendor information)
Long Description:
~~~~~~~~~~~~~~~~~
Portfolio Manager is a record keeping system for investors. You may
split your portfolio into as many as five accounts to separate your
records for accounts such as an IRA, an IRA for a spouse or child, a
special purpose account, etc. PM measures portfolio performance to
meet your long range goals. It computes ROI, estimated & actual
yields, as well as other analytical data. It serves as an excellent
tax planning and preparation tool. The main features include the
ability to maintain the purchase and sale of securities; enter
dividend, interest and capital gains distributions; calculate gain/
loss and total return on investments (ROI); automatically reinvest
income distributions; enter stock splits; and periodically update
security prices. It will also allow grouped sales of a multiple
purchase using a variety of methods - first-in/first-out (FIFO),
last-in/first-out (LIFO), or specific shares. The purchase, sale,
or distribution information can be viewed on the screen, printed or
sent to a file, and the reports can be for one or more securities
and one or more accounts. Reports sent to a file may be combined to
build a custom report combination. There are 17 distinct reports
and an unlimited number of report combinations. PM is menu driven
and mouse compatible.
In addition, recently added options allow you to generate Schedule B
and Schedule D 1040 support statements, customize the screen colors
and 13 other user defined options, create a full disclosure report
on investments, and select individual accounts for reports. See
PM-FEATU.DOC for full list of the new & improved features in Ver 4.3
Since Portfolio Manager calculates ROI and yields, income oriented
investors can determine performance including dividends. Most other
portfolio managers simply record distributions, but PM also factors
distributions into calculated performance results.
Portfolio Manager provides a powerful and flexible alternative to
commercially available investment software - at a much lower cost!
Registration: $49.00. (s&h $3.00 Canada, $5.00 int'l) ASP Shareware
Unique Features:
~~~~~~~~~~~~~~~~
Portfolio Manager automatically updates your investment when income
is reinvested instead of requiring a separate entry. It provides
for subdividing your portfolio into separate accounts, a check list
for 1099s, and produces supplemental tax statements that may be
submitted with your tax return. PM generates reports that provide
the information needed to prepare your tax returns. Reports may be
sent to a disk file for later screening or printing. It maintains
brokerage account records. It's all menu driven with error checking,
on line help, backup routines, and multiple report options. Files
are automatically tested on program start. And, best of all, it's
easy to use. Bonus calculator can import results to input request.
Page 5 (Vendor information)
Alternative ad listing:
~~~~~~~~~~~~~~~~~~~~~~~
HARDWARE CONFIGURATION:
HARD DISK - REQUIRED (2 MB free space for program & work files)
MEMORY - 440K min (520 recommended)
MONITOR - ANY (Color set by user)
GRAPHICS - NOT REQUIRED
PRINTER - ANY
PORTFOLIO MANAGER - a record keeping system for ALL your investments.
FEATURES - mouse support: 1 to 5 accts: multiple IRA's: 17 reports:
reports may be printed, screened, or send to disk: 1099 check lists:
1040 tax forms : 14 user set features: reinvested dividends posted
automatically: input validity tests: extensive data editing: backup
and recovery routines: broker records and reports: calculator, invest
analysis program: loan computations: context sensitive help screens:
challenges data entry if unusual:
M/C or VISA accepted on our toll free order number 1-800-742-6303
To print the file PM-VEND.DOC, exit then:
Select option # 7 in PM-PRINT.COM
- or -
Type COPY PM-VEND.DOC PRN at DOS prompt
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