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The Investor
by
Sanford Morris
COMMODORE MICROCOMPUTERS MAGAZINE
September/October, 1986.
THE INVESTOR is a database program
designed to keep track of your stock
investments and capital gains. While
it won't make you a multi-millionaire
overnight, it will help keep all of
your records up to date.
When you run THE INVESTOR, you are
first asked to enter the current date.
The next screen lets you update an old
file or create a new one. If you have
not used the program, of course, you
need to create a file.
When you create a file, you are
asked to enter the stock's name, date
bought, number of shares, price per
share, and commission charge. After
you have completed one stock's entry,
the program asks you if you have
additional entries. If not, you go to
a menu with these options:
1. PRINT HARD COPY
2. SAVE TO TAPE
3. SAVE TO DISK
4. PRINT TO SCREEN
5. RERUN PROGRAM
6. ERROR CORRECTION
7. RETURN TO LOADSTAR
Most of these options should be
self-explanatory. The sixth option,
for example, lets you edit a stock
record.
When you choose Option 4, "Print to
Screen", you are asked if you have
"updated" the record. For now, answer
(Y)es. When you do so, your stock
record will be displayed. Note that
in addition to the information you
entered, the program has calculated
the "points" for 10, 20, 30, and 40
per cent profits.
After you have saved your file
(it's a good idea to save your file
immediately) or have used any of the
first menu's options, you will go to a
menu with these options:
1. UPDATE INVESTMENT
2. ADD AN INVESTMENT
3. DELETE AN INVESTMENT
4. FILE COMPLETE
5. ERROR CORRECTION
6. STOCK SOLD
7. CAPITAL GAIN DATA
8. RETURN TO LOADSTAR
Again, most of these options should
be self-explanatory. The first three
options allow you to update your stock
records. If you have no changes to
make, choose the "File Complete"
option. This option returns you to
the first menu as do all of these
options (except Options 6 and 7)
when their functions are completed.
This allows you to save any changes
you have made.
THE SOLD STOCK OPTION
---------------------
If you have sold a stock, choose the
"Sold Stock" option. You will asked
if you have created a "capital gains
file" for that year. If the answer is
"yes", you are prompted to enter its
file name; if the answer is "no" you
must first create a capital gains
file.
Let's go through this option step by
step. While at the second menu,
choose the "Sold Stock" option.
Answer (N)o when asked if you have
created a capital gains file. Press
RETURN. Your stocks will be displayed;
enter the number representing the
stock that was sold and the price per
share. Enter the date it was sold.
Enter the filename for the capital
gains file; save the file to disk.
You will then be asked if you want
to update your investment record with
that information. Enter the filename
your stocks were entered under. The
stock you sold will be deleted from
the record.
THE CAPITAL GAINS DATA OPTION
-----------------------------
When you choose this option, you are
asked to enter the filename of the
"capital gains file" you created in
the "Sold Stock" option. After you
load the capital gains file, you are
asked if you have more investments
that have been sold. If you don't
wish to update your records, your
capital gains for that year will be
displayed.
DISK FILES THIS PROGRAM USES:
INVESTOR
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