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1992-12-30
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$TOKTRAX INSTALLATION
▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀▀
$TOKTRAX 4 is normally distributed electronically (via GEnie,
CompuServe, etc.) as STX42A.ZIP and STX42B.ZIP. Please read the
next section if you are UPGRADING from an old version.
Diskette distribution uses 4 self-extracting files -
$TOKMAIN.EXE, $TOKUTIL.EXE, $TOKDOCS.EXE, and $TOKSAMP.EXE - plus
an INSTALL procedure.
If you're installing from the STX42A.ZIP and STX42B.ZIP files,
PKUNZIP will extract the files mentioned above. You'll need
about 2 megabytes of free disk space during installation.
You should next run the INSTALL procedure by typing "INSTALL",
followed by the FULL directory path in which $tokTraX is to be
installed; for example: INSTALL C:\$TOKTRX4
This directory will be created on drive C: and you will be asked
if you want to continue installation after each step of the
procedure.
After all the files are extracted and placed in the designated
directory, the install procedure will move to that directory and
automatically execute $ETUP.
Normally the $TOKTRAX data (.STK) files should be placed in the
same directory, although they can be located in a sub-directory
such as C:\$TOKTRX4\DATA (this is not recommended for novices).
**************************** IMPORTANT ***************************
Regardless how $TOKTRAX is installed on your system, when you
run it for the first time or change the data directory, be sure
to use $ETUP to insure that the default settings - ESPECIALLY THE
DATA DIRECTORY - are defined properly.
**************************** IMPORTANT ***************************
After $tokTraX 4 is installed, you can reclaim some disk space by
deleting the STX42x.ZIP, $TOKMAIN.EXE, $TOKUTIL.EXE, $TOKDOCS.EXE
and $TOKSAMP.EXE files if they were copied to your hard disk.
I do recommend that backups first be made. There are also several
sample (.SAM) files that can be deleted if you don't need them.
The list on the following page indicates which files absolutely
MUST be on your disk for all of the $TOKTRAX features to work
correctly.
UPGRADING FROM A PREVIOUS VERSION OF $TOKTRAX
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If you are already using an older version of $toktrax, the
enhancements and bug fixes that have been added since you
installed your current copy are listed at the end of this file.
As with any new software release, it is always advisable to
first backup your present system - particularly the DEF, STK,
FOL and DIV data files.
Note that if you try to install the new version into the same
directory as an old release, the extraction routine will prompt
you each time before overwriting the older file. For this
reason, it would probably be best to install version 4.2 to an
entirely new directory, and then copy your data files into that
directory.
For example, if your old installation is in C:\STX4, and the new
release is installed in C:\STX42, the correct commands to copy
your data files would be:
C:
CD \STX42
COPY C:\STX4\*.STK
COPY C:\STX4\*.FOL
COPY C:\STX4\*.DIV
You can also copy your $TOKTRAX.DEF file to the new directory if
you want to keep all of your default settings. If you do so, BE
SURE TO RE-RUN $ETUP AND ENTER THE CORRECT DATA PATH!!!
When you're confident that the new version is working properly,
you can delete all of the files in the old directory - AFTER
backing them up to floppy disk or tape, of course!
╔═══════════════════════════════════════════════════════════════════╗
║ $ t o k T r a X version 4 ║
╚═══════════════════════════════════════════════════════════════════╝
The INSTALL procedure controls file extraction from the $TOKMAIN.EXE,
$TOKUTIL.EXE, $TOKDOCS.EXE and $TOKSAMP.EXE archives. The files
extracted from each set are described below. Asterisks (*) indicate
files required for ALL $tokTraX features to work correctly.
────────────────────────────────────────────────────────────$TOKMAIN
* $TOKTRAX.EXE - main program
* $TOKTRAX.DEF - default setup for $tokTraX
* $ETUP.EXE - setup utility
* $TOKFOL.EXE - portfolio program
* BRT71EFR.EXE - BASIC PDS 7.1 run-time library
QNRFEE.EXE - Quick & Reilly commission calculator
SCHWBFEE.EXE - Charles Schwab commission calculator
BORL.STK - sample Borland stock data file
MSFT.STK - sample Microsoft stock data file
OXY.STK - sample Occidental stock data file
SAMPLE.FOL - sample portfolio file
SAMPLE.DIV - sample dividend file
ST.BAT - quick-start batch file
* LIST.EXE - file listing utility
$TOKTRAX.PIF - PIF file for Microsoft WINDOWS
$TOKTRAX.ICN - icon for use with Microsoft WINDOWS
$TOKTRAX.AUT - $tokTraX auto execute sample file
────────────────────────────────────────────────────────────$TOKUTIL
* ANALY$T.EXE - price deviation analysis utility
* $TOKCONV.EXE - data conversion utility
$TOKCONV.NEW - text file listing new features of $tokConv
* $TOKSYM.EXE - stock symbol / company name cross-ref program
* FUNDSYM.DAT - mutual fund symbols database
* STOKSYM.DAT - stock symbols database
SORTF.BAT - sample use of external sort for $TOKSYM
BACK$TOK.BAT - sample batch file for backing up data
SW-TRAX.EXE - Prodigy / Stock-Watch 7 updater for $tokTraX
SW-TRAX.DOC - Docs for Prodigy / Stock-Watch 7 updater
QB2TRAX.EXE - Stock-Watch/Prodigy data converter
QB2TRAX.DOC - docs for QB2TRAX.EXE
────────────────────────────────────────────────────────────$TOKDOCS
$TOKTRX4.DOC - documentation for $tokTraX
ADDENDUM.DOC - documentation update
QNRFEE.BAS - source code for Quick & Reilly commission calculator
SCHWBFEE.BAS - source code for Charles Schwab commission calculator
SA107.DOC - description of optional Stock Analysis program.
────────────────────────────────────────────────────────────$TOKSAMP
CIS1.ASP - sample ProComm Plus 1.0 ASPECT file for CompuServe
CIS2.ASP - sample ProComm Plus 2.0 ASPECT file for CompuServe
CALLCIS.BAT - sample batch file for auto download from CompuServe
CISCQ.SAM - sample CompuServe current quotes
CISHQ.SAM - sample CompuServe historical quotes
CIM.SAM - sample CompuServe Information Manager quotes
QSHEET.SAM - sample CompuServe QSHEET historical quotes
GETCOMM.ASP - sample ProComm ASPECT file for CIS commodities
LISTCOMM.ASP - sample ProComm ASPECT file for CIS commod lists
COMMODIT.SAM - sample CompuServe commodities quotes
GESTAR.ASP - sample ProComm Plus ASPECT file for GEnie
CALLGE.BAT - sample batch file for auto download from GEnie
GESTAR.SAM - sample GEnie BASIC*services quotes
CALLDJ.BAT - sample batch file for auto download from Dow Jones
DJCQ80.SAM - sample Dow Jones current quotes (80-column)
DJCQ40.SAM - sample Dow Jones current quotes (40-column)
DJHQ.SAM - sample Dow Jones historical quotes
PRODIGY.SAM - sample PRODIGY quotes
PRO$TOCK.SAM - sample PRO$TOCK capture of PRODIGY quotes
CHARTPRO.SAM - sample export data from ChartPro
FARPOINT.SAM - sample download data from Farpoint BBS
TC2000.SAM - sample export data from Telechart 2000
DELPHI.SAM - sample DELPHI Stock quotes
FNN.SAM - sample Financial News Network quotes
SHADOW.SAM - sample EXPRESS-SHADOW realtime quotes
═════════════════════════════════════════════════════════════════════
ADDENDUM - $tokTraX 4 Release History
──────────────────────────────────────────────────────────────────
The following changes have been made to $tokTraX since the
documentation was printed. Unless a different module is
specified, all changes refer to the main $toktrax module.
4.00 - 1/12/92 first release o $toktrax 4
4.01 - 1/23/92
Repaired bug in tabular menus that prevented directory from
being changed to a different drive;
Repaired bug in $ETUP that prevented default portfolio from
being changed;
Repaired bug in $ETUP that prevented registered users from
entering registered name in lower case.
4.02 - 2/4/92
Repaired bug that caused ANALY$T to fail on systems that
do not have a mouse.
Repaired ANALY$T bug that did not display table correctly
when PageUp pressed.
4.03 - 2/9/92
Repaired bug that prevented new .STK data files from
being created from main menu upDate section, and related
bug that would not load data files containing fewer than
three records.
Added option of creating new data files from Load menu by
typing in new symbol.
4.04 - 2/10/92
Repaired bug in View/edit section that sometimes loaded
wrong record number into editor.
4.05 - 2/17/92
Added "quick zoom" keys in graphics mode. Press "/" to
zoom right half of display, "\" to zoom left half.
ESCAPE key now allows abort and restart during analysis.
Repaired bug that, after returning from $tokFol, could
default to wrong data file during save.
Repaired bug that would not allow specific date range to
be loaded.
Modified "tabular menu" Copy command to allow copying of
files to different drives.
4.05 - 2/24/92
Joined Association of Shareware Professionals, added
ASP logo (no version change).
4.06 - 3/1/92
Temporary fix for bug that incorrectly saved directory
when COUNTRY=041 statement used in CONFIG.SYS.
4.07 - 3/3/92
Repaired mouse problem in menu routine that was
introduced in v4.06.
4.08 - 3/8/92
Added $TOKCONV to Utility Menu.
Repaired bug in Load menu that would not recognize data
files if "SET DIRCMD" statement used in AUTOEXEC.BAT,
or if "COUNTRY=" statement used in CONFIG.SYS.
4.09 - 3/15/92
Added standard deviation plot to moving average
(available only if oscillator turned off).
Fixed bug in moving average that did not plot all
calculated points if more than one screen.
Added option to print registration form (REGISTER.DOC)
from the registration screen.
4.10 - 3/20/92
Fixed minor graphic bugs in moving average.
Fixed bug in Utility menu that allowed only one call with
one parameter to $tokConv.
4.11 - 3/28/92
Fixed bug in $tokFol that would not allow creation of new
portfolio.
Modified $tokFol to recalculate position summary only if
there is a new transaction or dividend.
Changed $TOKTRAX.EXE to display registration screen on
exit for unregistered users only.
4.12 - 4/14/92
Fixed bug that prevented some mice from working properly
in the graphics screens.
Fixed bug that locked system when running under DR-DOS 6.
Fixed incorrect screen mode when returning to $tokTraX
from Analy$t.
Repaired bug that could cause memory error when running
Analy$t from $tokTraX Utility menu.
4.13 - 5/1/92
Improved graphic of 1st/2nd standard deviation for moving
averages.
Modified display of "penny" stock graphics to eliminate
"flat" graph. Prices less than $1 now use a 10-cent
increment.
Fixed bug in directory routine for users of 4DOS command
interpreter.
Modified ANALY$T so that the number of records analyzed
defaults to the first moving average defined in $ETUP.
Fixed "chDir" directory change bug in tabular menus.
4.14 - 5/11/92
Removed search of drive A: if STOKSYM.DAT and FUNDSYM.DAT
not found in main $tokTraX directory.
Modified menus to ignore selections for $tokFol, $tokSym,
$etup and Analy$t if those executables are missing.
4.15 - 5/21/92
Added $tokConv conversion for CompuServe Info. Manager.
Repaired bug in $tokConv conversion for TeleChart 2000.
Re-packaged download version of $tokTraX into two
separate archives. Most of the major features can be
seen by downloading only the first ZIP file.
6/3/92
Replaced LIST.BAT file with LIST.EXE file listing program.
(no version change)
4.16 - 6/28/92
Added calculation of breakeven price for shares outstanding.
Can be graphed by pressing "=" key.
Added F1 Help key to main $toktrax program.
Added $tokConv conversion for FARPOINT BBS historical data.
Repaired bug in LIST.EXE that skipped pages with embedded
form feed character (ASCII 12).
Repaired bug in graph of purchases/sales.
Removed meaningless "OnBalVol" and "OnBalAdj" columns
from View/print when two stocks loaded.
7/14/92
Added Breakeven price estimate to $tokFol.
(no version change)
8/23/92
Repaired bug in $tokSym that would not allow symbols to
be added or edited. (no version change)
4.2 - 9/15/92
Added Relative Strength overlay to $toktrax; modified
$ETUP to designate a default file for comparison.
Added /AUTO option when starting $toktrax.
Repaired bug in $tokFol dividend section after 40 entries.
Repaired bug in $tokFol transaction/dividend Copy commands.
Repaired bug in CIS1.ASP script file for PCPLUS 1.
Added CIS2.ASP script for use with PCLUS 2.
10/23/92
Repaired minor bug in LIST module.
11/7/92
Fixed bug in $ETUP that would not let you recover after
entering an illegal data path.
Repaired bug in Analy$t that did not offer $TOKTRAX.DIR
as an option for analysis.
4.21 - 11/20/92
Repaired bug in $ETUP that did not allow the relative
Strength and breakeven (=) overlays to be added to the
"user" defined list.
Repaired bug in $ETUP that did not allow 0% as legal
broker commission percentage.
Repaired bug in $tokFol that caused program to exit when
copying dividend record to a new file.
Repaired bugs in $tokConv conversion for CompuServe
Information Manager software.
4.22 - 12/07/92
Repaired bug that always loaded all available data on
loads subsequent to first data load.
Repaired bug that always re-loaded same stock if the
symbol was passed on the command line.
Repaired bug in 'moving average' graphic if range of
highest high and lowest low less than 1/4.
Repaired bug that sometimes positioned cursor on wrong
'default' stock during Save.
Repaired bug that prevented "sOrt" option from being
displayed when loaded data was out of order.
Repaired bug in SW-TRAX converter (for Prodigy/SW-7).
12/15/92
Repaired minor bug in LIST program.
12/29/92
Added percent gain/loss to $tokFol Report.