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VARINV.DOC
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1992-10-23
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The Variable Investment Analyst 5.X Page 1
Welcome to the Variable Investment Analyst investment portfolio
management program! This program will help you track returns on
variable (non-fixed) investments such as stocks, bonds, mutual funds,
401K plans, annuities, and partnerships. It can track thousands of
investments and transactions. It calculates profit, periodic total
return, cumulative total return, average annual total return, internal
rate of return, and low, high, and average buy and sell prices. It
can output to screen, printer, and disk file. It runs on any current
IBM compatible monitor/display adapter combination.
Following is a summary of the major enhancements, and the version in
which they were introduced:
Introduced in Version 4:
1) Data files use the more accurate IEEE format numbers rather
than Microsoft Binary Format numbers.
2) Data files use long format dates (MMDDYYYY) rather than
MMDDYY, which will allow the the program's calculations to be
accurate across centuries (There are many programs out there that
won't calculate correctly after the year 1999).
3) The program calculates low, high, and average buy and sell
price statistics.
4) The user can export the report to disk file.
5) Advanced code optimization and memory management techniques
allow tracking thousands of investments and transactions.
6) Includes more comprehensive instructions, input editing, and
error handling.
Introduced in Version 5:
1) Allows the input of service charge transactions which affect
profit and % return calculations, but *not* buy or sell price
statistics. Previously, the user had to include service charges
in their buy or sell prices, which adversely affected their low,
high, and average buy/sell price statistics.
2) % Return calculations are accurate to the day. Previously,
return calculations were rounded to the nearest month.
3) Includes dollar-weighted annualized internal rate of return
(IRR) calculation.
4) When listing an investment, the user can optionally use a date
mask to compare returns from different investments more easily.
5) Can optionally use 43 or 50 lines on the screen, rather than
the default 25 lines, depending on the user's hardware.
6) All dates are checked for errors.
7) Many routines were re-written to use DOS interrupts for
enhanced speed.
8) User-customizable screen colors.
9) Pull-down menus, dialog boxes, and mouse capability (5.6).
This version was compiled using Microsoft BASIC Professional
Development System 7.1. It works with any DOS version 2.0 or greater,
Varinv.doc Oct 23, 1992
The Variable Investment Analyst 5.X Page 2
and will use a math coprocessor, if it finds one on board. Versions
*prior* to 3.0 were written in GWBASIC, and data files created in
those versions will *not* work using this new version, so you will
have to re-input them. If you are upgrading from version 3 or 4.X,
however, you can re-format your data files to this version by first
running the included program, 'Varcvrt.exe'.
Included in the .ZIP file, should be the following files:
1) Varinv.exe is the program. Just type 'Varinv' at the DOS
prompt to run.
2) Varinv.doc is the file you are reading now.
3) Varinv.dat holds the names and descriptions of the investment
data files. If you ever accidentally delete it, the program will
recreate it; all you have to do then is re-input the names and
descriptions of your investment data files with the 'Open' option
under the 'Files' menu.
4) Example.dat, DJ_30.dat, and SP_500.dat are sample investment
data files, included to help you better understand the program's
features.
5) Varcvrt.exe will re-format version 3 or 4.X data files so they
can be used by this new version. For version 3 files, it will,
among other things, convert dates from MMDDYY to MMDD19YY. For
version 4.X, it will convert dividend transactions into negative
amounts. This will allow the program to distinguish them from
service charges (introduced in version 5), which have an identical
format, but use positive amounts.
6) Prices.scr is a script file for use with Autosig to facilitate
downloading market index price and dividend history from
Compuserve. This data can then be manually input into investment
files.
When first running the program, pick the 'Files' menu, then the 'Open'
option; then move the cursor to the file named 'Example', and press
Enter. After returning to the main menu, pick the 'Transactions'
menu, then the 'List' option, to see the transactions in this sample
investment file. This will help you better understand the program's
features. More detailed operating instructions are accessed by
picking the 'Instructions' option under the 'Miscellaneous' menu.
Thanks,
Wm. H. Baldwin
8704 Broadmoor, #806
Shawnee Mission, Ks. 66212
913-381-9109
Compuserve UID: 76200,275
Varinv.doc Oct 23, 1992