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- Chapter 1 - Introduction
-
-
- Capital Gainz is an investment portfolio manager that successfully
- balances the modest needs of the small investor with the complex
- requirements of the professional investment manager.
-
- o The professional investment manager needs to keep track of
- portfolio information for multiple clients. Individual securities
- are globally defined, and available to multiple portfolios from a
- single pool. A wide range of reports, with flexible options, lets
- you keep clients up to date. In particular, detail and summary
- information is available for selected date ranges. Schedule B and
- Schedule D information is accessible in the format required by
- those tax forms. The variety of graphics capabilities helps you
- spot trends quickly.
-
- o The individual investor needs quick, no-hassle access to investment
- information. Price histories of securities are automatically built
- as you record activity. You can easily access performance
- information in summary form. Other needs arise with the popularity
- of dollar-cost averaging strategies with mutual funds and dividend
- reinvestment plans. Specifically, automating the sale of a number
- of shares via a particular method, such as first-in/first-out, is
- immensely useful. Graphics bring the numbers and calculations
- alive, trimming hours of analysis time.
-
-
- 1.1 What Does Capital Gainz Offer?
-
- Capital Gainz has many features that appeal to the needs of each
- type of user:
-
- 1) You record purchases, sales, and distributions with easy to
- understand forms, and select records to change from a scrolling table.
- Capital Gainz' input forms are easy to understand, and not cluttered
- with useless information. Also, you can choose a record to change or
- delete by 'pointing' to it in a scrolling table. You're not forced to
- enter record numbers or dates to locate a record.
-
- 2) You can easily record the sale of a number of different purchases
- that occurred over a period. Most programs only allow you to select
- specific open shares to sell. Thus, selling two years worth of mutual
- fund shares, assuming monthly purchases and yearly dividend and
- capital gains distributions, becomes a tedious exercise requiring you
- to specify 26 different selling actions. Other packages are a little
- bit better, but still force you to explicitly 'group' the purchases
- together.
-
- With Capital Gainz, you can specify a number of shares to sell and a
- selling method such as first-in/first-out, and the appropriate open
-
- Capital Gainz Users Manual 1-1
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-
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- shares are automatically retrieved and displayed for confirmation of
- the sale. Thus, in the earlier example where you wanted to sell two
- years worth of accumulated shares, Capital Gainz requires you to enter
- only a single sell transaction. Of course, Capital Gainz also provides
- a way to specify individual shares to sell, but again only a single
- logical transaction is required. To sell specific shares, you select
- the shares from a table, and then tell Capital Gainz to sell the
- selected shares.
-
- 3) You can access a variety of selling methods. The IRS gives you
- several options when disposing of investments. So why do most programs
- limit you to only one or two? Capital Gainz allows you to sell shares
- by specific identification, first-in/first-out, last-in/first-out,
- maximize gains/minimize losses, minimize gains/maximize losses, and
- average price. All methods use a single, logical transaction. The
- methods employing maximization/minimization of gains are particularly
- powerful. You can see the effect of maximizing profits, post the sell
- order to the broker or investment company responsible, and then commit
- the sale after receiving share price confirmation.
-
- 4) You can calculate a security's total return. Most programs can show
- the progress of a security's price, but fail to add back dividends and
- capital gains distributions to get a true total return figure. Capital
- Gainz finds the earliest price, latest price, and cumulative
- reinvested distributions within a range of dates to calculate a true
- total return figure. This feature is a boon to the investor who seeks
- both dividends and price appreciation, since these two values fall
- short when viewed individually. Now this income oriented investor can
- easily determine if Stock X's appreciation over the last year
- adequately made up the difference between its 4.5% yield and the
- current 7% average money fund yield.
-
- 5) You can compare a security's total return to your actual realized
- performance. Capital Gainz annualizes and combines your current
- holdings, sales, and distributions of each security to arrive at your
- actual realized performance. Does your 'dollar-cost' strategy beat the
- 'buy-and-hold' strategy reflected by the total return figure? Capital
- Gainz will let you know.
-
- 6) You can specify a range of flexible reporting options. Capital
- Gainz gives you several levels of detail and summary reports, and the
- ability to restrict the information to a specific date range. Plus, a
- variety of other reports, such as portfolio allocation, help you stay
- on top of your portfolio. Dollar-cost averagers can breathe a sigh of
- relief with Capital Gainz' tax form Schedule B and D reports. You can
- send reports to a printer, a DOS file, or the screen.
-
- 7) You can perform powerful 'what-if?' scenarios. After specifying how
- many shares to sell and the selling method to use, 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. Confirmation results in recording the affected open shares
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- 1-2 Capital Gainz Users Manual
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- as sold, while choosing not to confirm the sale leaves all files in
- the same state as before entering the selling information.
-
- 8) You can easily maintain securities' price histories. Buy and sell
- transactions automatically add entries to the price history. You can
- also manually add entries, change entries, and delete entries. The
- price history information presented flags the high and low prices, and
- gives you a simple average price. In addition, distributions are noted
- so you can easily tell when a price dip is attributable to a dividend
- payout. Stock splits are also recorded in the price history.
-
- 9) You can separate out commissions and loads, and determine how you
- want to factor them into the basis cost. Capital Gainz has a separate
- entry for commissions when you buy and sell shares. Commissions are
- always factored into the gain/loss calculation, but you can choose to
- include or not include them in the actual basis, affecting the
- calculated percentage gain/loss. You also can print out commissions
- paid, broken down by broker. When recording a mutual fund purchase or
- sale, a load calculator is available to determine the load and net
- asset value based on the entered amount and load percentage.
-
- 10) You can maintain separate portfolios. Capital Gainz lets you
- maintain up to 999 different portfolios. All portfolio-specific
- screens and reports show the associated portfolio. Additional
- utilities let you copy or move security holdings between portfolios.
-
- 11) You can keep a pool of defined securities for populating
- portfolios. Capital Gainz separates securities into 'local' and
- 'global' entities. Global securities embody a symbol, a name, a type,
- and a number of dividend payouts per year. These define different
- stocks, bonds, or mutual funds. Local securities are specific
- instances of global securities. Portfolios actually consist of local
- securities and their associated activity logs. The local securities
- are linked to the global securities, which in turn each have price
- histories. So, when you want to add an already defined security to
- another portfolio, use the global information you've already
- specified.
-
- 12) You can associate brokers and investment companies with
- securities. Capital Gainz lets you identify brokers or investment
- companies for global and local securities.
-
- 13) You can copy securities between portfolios, and even move entire
- portfolios to diskette. The Capital Gainz Utility Program provides a
- number of valuable functions for high-level manipulation of data.
- Probably the most useful of these lets you move securities with no
- open shares remaining to another portfolio, for archival purposes.
- This 'inactive' portfolio can be on a diskette, thus returning
- precious hard disk space.
-
- 14) Use graphs to quickly and easily assess trends and performance.
- The Capital Gainz Graphics Program uses data you entered in Capital
-
- Capital Gainz Users Manual 1-3
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-
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- Gainz to generate price graphs, total return area graphs, allocation
- pie charts, security cost/value bar graphs, and performance pie
- charts. You can send graphs to your printer or a file, and file output
- can be in PCX format. Automatic scaling of data relieves you of tricky
- setup details found in many graphing programs.
-
- 15) You can gauge price trends and analyze total return with graphs.
- All or a specified range of prices for a security are chained together
- for the Graphics Program's price graph. Prices are shown on the
- vertical axis, and dates on the horizontal axis. Average, standard
- deviation, and best-fit lines are drawn. The price graph even lets you
- chart two securities at once, so you can compare trends. The first
- security's price axis is displayed on the left, and the second
- security's price axis is displayed on the right. Another graph, the
- total return area graph, breaks down performance into distribution and
- price components. You won't find anything like this in other programs.
-
- 16) Performance graphs let you grasp the big picture. The Graphics
- Program's allocation pie charts break your portfolio down by security
- class (Stock, Stock Fund, etc.), security type (Small Company Stock
- Fund, Growth Fund, etc.), and security. The security cost/value bar
- charts show bars representing the cost and current value of each
- security in your portfolio. And the performance pie charts show ending
- value, distributions, and selling amount in one pie, and beginning
- amount, purchase amount, and gain/loss in an equivalent pie, with the
- gain/loss slice exploded.
-
- 17) You can keep up with the performance of investments, such as 401K
- plans, that don't provide price information. Many retirement plans
- that let you direct funds among options such as mutual funds or fixed
- income vehicles provide statements showing total value, but not
- prices. Capital Gainz' 'Price From Value' calculator solves the
- problem by letting you maintain a fabricated price based on the total
- value. While this is not a real price, it provides a way to measure
- performance based on additions, increases, and decreases in total
- holdings.
-
- 18) Built-in Consistency Checker helps you avoid incorrect or stray
- entries. Duplicate entries, incorrect dates, or mistyped prices are
- common errors in data entry. Some errors are easy to spot, based on
- comparisons between Capital Gainz data and broker or mutual fund
- statements. Others are more difficult, such as a stray date that skews
- the total return calculation. Capital Gainz Consistency Checker
- examines all of your data for suspicious values, and reports its
- findings along with suggested actions to remedy the problems. You can
- even adjust the tolerance levels.
-
- 19) Generate Schedule B and D-1 reports. Capital Gainz lets you
- generate Schedule B and Schedule D-1, in a format ready to be copied
- to your tax forms. Securities classified as IRAs are skipped, and tax-
- free securities' dividends are treated correctly on Schedule B. You
- can even generate a file for import into TurboTax. 'Group sales' is a
-
- 1-4 Capital Gainz Users Manual
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-
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- unique feature that automatically groups all purchases involved in a
- sale into a single short-term and a single long-term entry. This
- avoids those instances where you're stuck filling out multiple
- Schedule D-1s after a large sale involving shares accumulated over
- many small purchases.
-
- 20) On-line context-sensitive help brings up relevant sections of the
- users manual. When you hit the Help key, the appropriate chapter in
- the users manual is displayed. From there, you can easily jump around
- to other topics.
-
- 1.2 What Capital Gainz Is Not
-
- Capital Gainz is currently a single user application. It does not
- include multi-user features such as record-locking.
-
- Capital Gainz does not support stock options. Also, there are no
- special calculations for bonds, such as yield-to-maturity.
-
- 1.3 Getting Started
-
- ===>>> There's really no need to read this entire manual before
- jumping in. Personally, I never read documentation before trying a
- program. If the program is easy enough to use without it, then I refer
- to it in the future for more advanced features. I hope Capital Gainz
- is easy enough to use without painful reading of this long manual.
- However, I do strongly encourage you to:
-
- o Run the screen show demo/tutorial program described in CGDEMO.DOC.
- This comprehensive overview of Capital Gainz is invaluable.
-
- o If you're still not confident after viewing the demo, follow along
- with the Quick Tour in Chapter 4.
-
- o If you installed the Example Data, you can play with it for awhile
- in Capital Gainz.
-
- o Read through the Questions and Answers in Chapter 5. These cover
- more than 75% of the user questions we receive.
-
- o Read over the README.DOC file for any important, last minute
- information.
-
- After installation, Capital Gainz can be started with the CG.BAT
- file by typing:
-
- CG
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- Capital Gainz Users Manual 1-5
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- 1.3.1 Getting Help
-
- ===>>> Online help is only a function key away in Capital Gainz. The
- F1 function key brings up the section in the online documentation most
- suitable for the current table or form. You can also view help on any
- topic by bringing up the Help Index from any help screen.
-
- 1.4 System Requirements
-
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- 1.4.1 Processor
-
- Capital Gainz requires an Intel 8086, 80286, 80386, or 80486 based
- personal computer, or a close compatible. Capital Gainz performs well
- on 8086 based computers, but you may prefer 80286 or 80386 systems.
-
- 1.4.2 Operating System
-
- Capital Gainz will run on MS-DOS or PC-DOS version 3.00 or later.
- Isolated problems have been reported with versions of DOS prior to
- version 3.00. See Chapter 24 for information on running Capital Gainz
- under other environments, such MS Windows 3.0, DESQview, and 4DOS.
-
- 1.4.3 Memory
-
- To coexist with a normal set of TSRs, 512KB is a safe minimum
- amount of free RAM. This generally requires you to have 640KB of
- installed memory as some amount of memory is consumed by DOS, file
- buffers, drivers, and TSRs. Although the size of the Capital Gainz
- executable file CAPGNZ.EXE and the runtime library CLARION.RTL far
- exceeds 512KB, extensive use of overlays reduces actual runtime RAM
- requirements. The Graphics Program, CGGRAPH.EXE, and Utility Program,
- CGUTIL.EXE, also use the runtime library and overlays.
-
- 1.4.4 Disk Space
-
- To accomodate large executable files, as well as for performance
- considerations, Capital Gainz requires a hard disk.
-
- The Capital Gainz executable file is over 600KB. The required
- runtime library and other miscellaneous files add another 300KB. The
- Graphics Program, along with font files and the logo screen, is around
- 500KB, and the Utility Program is nearly 300KB. The online
- documentation adds close to 700KB, and the demo/tutorial increases the
- total another 1.2MB. Thus, a full release requires about 3.6MB of disk
- space, not counting space required for your data. Chapter 23 lists the
- disk space used by data files and their associated key files. Unless
- you're a very active investor, 200KB of disk space will hold about 3-4
- years of data. This brings the total disk space required for a full
- release and data to around 3.8MB.
-
- If you need to free up disk space, see Chapter 23. Deleting the
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- non-essential files mentioned in this chapter, such as the
- documentation files, demo/tutorial, and Utility Program, gives back
- about 2.2MB of disk space. If you don't want graphics, then deleting
- the Graphics Program and its files returns another 500KB. Thus, you
- could get by with as little as 1.1MB for a bare-bones installation,
- which includes several years worth of data.
-
- 1.4.5 Monitor
-
- The main Capital Gainz program will work with any monochrome or
- CGA/EGA/VGA monitor that can display the IBM extended ASCII character
- set, which includes the special line drawing characters. No special
- graphics boards are required. However, you must have Hercules, EGA, or
- VGA graphics capabilities in order to use the Capital Gainz Graphics
- Program. The Graphics Program will prompt you to enter your monitor
- type the first time you run the program.
-
- If some of your screens are difficult to read and you have a color
- monitor (VGA, EGA, or CGA), try changing the color settings in the
- User Settings Form. If you don't have a color monitor and have
- difficulty seeing the screens or highlight bar, enter the following
- command prior to starting Capital Gainz:
-
- C:> MODE BW80
- or
- C:> MODE MONO
-
- Capital Gainz was probably getting incorrect information returned
- about the type of monitor you had, and this command sets your monitor
- to emulate a monochrome screen. If this fixes your problems, you may
- want to use a text editor to add this command to CG.BAT.
-
- 1.4.6 Printer
-
- Capital Gainz does not require a printer, as you can either send
- reports to the screen or to ASCII files. A printer is recommended,
- though. Before printing reports, see if your printer can print the IBM
- extended ASCII character set. You may need to set the printer's DIP
- switches for this. Alternatively, you can set the Line Draw Chars
- value to NO in the User Settings Form. This tells Capital Gainz to use
- substitutes for the line drawing characters.
-
- Capital Gainz always prints to PRN, which goes to the first
- printer port. If your printer is connected to a different port, you
- will need to send reports to ASCII files and print them after exiting
- from Capital Gainz.
-
- The Capital Gainz Graphics Program can print to the following
- types of printers: dot matrix printers with Epson graphics, laser and
- deskjet printers that support HP PCL, and postscript printers. You'll
- need to tell the Graphics Program your printer type. As expected,
- using a dot matrix printer results in lower quality graphics output.
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- Capital Gainz Users Manual 1-7
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- 1.4.7 System Clock
-
- Since Capital Gainz uses the system date for calculations
- involving the long term holding period, a battery powered internal
- system clock is recommended. If a clock is not installed, you should
- set the system time before running Capital Gainz. The best way to
- remember to do this is to add the DOS DATE command to your
- AUTOEXEC.BAT file, or to the CG.BAT file.
-
- 1.5 Performance
-
- Every effort was made to boost Capital Gainz performance without
- sacrificing reliability. File buffers and index caches are used at
- runtime, so the computer's hard disk is strangely quiet while
- performing some operations based on reading files, such as building
- activity logs. Chapter 23 includes an in depth discussion of ways to
- further boost Capital Gainz' performance.
-
- 1.6 Terminology
-
- To avoid possible confusion, this section describes the main
- terminology employed by Capital Gainz.
-
- o Amount: Amount is usually qualified, such as 'purchase amount' or
- 'selling amount'. It refers to the total dollar amount, not
- including adjustments such as commissions.
-
- o Cost: Cost is used infrequently, due to its somewhat ambiguous
- meaning.
-
- o Price: Price is usually qualified, such as 'purchase price' or
- 'current price'. It refers to the amount paid or received for a
- single share.
-
- o Value: Value refers to the current worth. For example, the 'value'
- of a mutual fund holding is the current price multiplied by the
- number of shares owned.
-
-
- 1.6.1 Investment Terms
-
- o Activity: This refers to the core operations of share purchases,
- share sales, and distributions.
-
- o Basis: 'Basis', or 'basis amount', refers to the amount of a
- purchase. Likewise, 'basis price' refers to the purchase price. The
- term 'basis' is used to reflect the fact that the actual purchase
- amount or price is not necessarily the same amount or price used to
- determine gain/loss amounts. When using an averaging method the
- basis price and amount usually differ from the actual purchase
- price and amount.
-
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- 1-8 Capital Gainz Users Manual
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- o Broker/Investment Company: Broker/Investment Company refers to the
- individual or company that should be contacted to buy or sell
- shares of a particular security. An address and phone number are
- associated with the person or company.
-
- o Category Method: A category method is a selling method that uses
- share price averages, such as the single category average.
-
- o Closed Shares: Closed shares are instances of a security that you
- purchased and subsequently sold. 'Closed' and 'sold' are
- synonymous.
-
- o Commissions: Commissions are charges by broker/investment companies
- for purchasing or selling securities. Commissions should include
- mutual fund front end and back end loads.
-
- o Discount: Some dividend reinvestment plans give you a discount on
- shares purchased with reinvested dividends.
-
- o Distribution: Distributions are dividends, short term capital
- gains, and long term capital gains. In addition, miscellaneous
- fees, such as IRA maintenance fees, are kept as distributions.
-
- o Distribution Per Share: Whenever a security distributes funds, like
- dividends, there are two components. First, there is the actual
- amount. Second, there is the per share amount, or the amount of the
- distribution divided by the number of shares owned.
-
- o Distribution Type: A distribution type is a specific type of
- distribution, such as a dividend or short term capital gain
- distribution.
-
- o Fees: Fees are IRA maintenance fees, low share balance fees, or
- other fees that aren't associated with particular shares. Since
- they can't be associated with particular shares, fees are not used
- in most gain/loss calculations. Fees are managed along with
- distributions.
-
- o Global Security: A global security defines a particular stock,
- bond, or mutual fund. A global security has associated price
- information, but no actual shares. Local securities are linked to
- global securities, and have associated holdings of the global
- security. Thus, Fidelity Magellan is a global security, with a
- price history, but several portfolios may contain Fidelity Magellan
- holdings in local securities linked to the global security. (See
- Local Security.)
-
- o Group Sales: Group sales refer to grouping all purchases involved
- in a sale into a single short-term entry and a single long-term
- entry on Schedule D.
-
- o Load: Mutual funds often charge front end loads on purchases,
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- Capital Gainz Users Manual 1-9
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- and/or back end loads on sales. These charges should be treated as
- commissions.
-
- o Local Security: A local security is a specific instance of a global
- security. A given local security is located in a single portfolio
- and has associated shares. Thus, while Fidelity Magellan is defined
- as a global security, you can hold shares of Fidelity Magellan in
- more than one portfolio. (See Global Security.)
-
- o Log: The activity logs refer to the Open Shares, Closed Shares, and
- Distribution File records.
-
- o Open Shares: Open shares are instances of a security that you have
- purchased but not yet sold. 'Open' and 'Buy' are often used
- interchangeably when referring to open shares.
-
- o Portfolio: A portfolio contains some number of securities and
- associated open or closed shares. Portfolios group related holdings
- together.
-
- o Price History: Price History refers to a log of date/price,
- date/distribution, and date/split records, useful for investment
- analysis.
-
- o Realized Gain/Loss: A realized gain or loss occurs when you sell
- shares. 'Realized' indicates that it can't change.
-
- o Return of Principal: Return of principal refers to non-taxable
- distributions of invested capital. This is usually associated with
- unit trusts or partnerships.
-
- o Security: A security refers to a particular company's stock or
- bonds, or to a particular mutual fund offered by an investment
- company. Thus, both IBM stock and the Fidelity Magellan mutual fund
- are examples of securities.
-
- o Security Class: A high-level classification of a security type,
- such as Stock, Bond, Stock Fund, or Bond Fund.
-
- o Security Type: A specific type or class of security, such as Bond
- Mutual Fund or Large Company Stock. Security types are used to
- determine portfolio allocation. You can specify how to treat
- certain security types relative to the tax form reports.
-
- o Selling Method: A strategy for selling shares, such as First-
- In/First-Out or Maximum Gain/Minimum Loss.
-
- o Total Return: A figure often used by mutual funds to show the
- performance of a fund over time. Total return includes
- distributions and price changes, and mirrors a 'buy-and-hold'
- strategy,
-
-
- 1-10 Capital Gainz Users Manual
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-
-
- o Unrealized Gain/Loss: An unrealized gain or loss is associated with
- open shares. While a gain or loss may be indicated based on the
- current share price, you haven't yet 'realized' it.
-
-
- 1.7 Data Entry
-
-
- 1.7.1 Terms
-
- o Forms: Forms refer to screens that require you to enter
- information.
-
- o Tables: Tables refer to lists of associated records. Sometimes you
- must define the association through a data entry field at the top
- of the table. There are several variations of Tables - without any
- qualifying adjectives, a Table refers to a list of associated
- records that allows some combination of Add/Change/Delete/Select
- operations.
-
- o Choice Tables: Choice Tables are similar to ordinary Tables, except
- they only allow rows to be tagged/untagged. Add/Change/Delete
- operations are not supported.
-
- o Menus: Menus offer you a list of choices, and you make a selection
- by hitting the Enter key after highlighting the desired choice, or
- by hitting the key associated with the desired choice.
-
- o Point To: 'Point to' refers to the cursor's positioning in relation
- to the fields on the screen. When you position the cursor on a
- field (or sometimes a set of fields), the field (or fields) is
- distinguished by reverse video attributes.
-
- o Fields: Fields are values that you enter. When a field is waiting
- for entry, it's highlighted. Fields may be optional, in which case
- you can leave it blank. Some required fields will pop up a Lookup
- Table if you enter a blank or invalid value. You highlight the
- desired choice in the table and hit Enter. Other required fields
- may present a list of several options next to the cursor. For these
- fields, you can highlight your choice and hit Enter, or just hit
- the initial character in the desired choice.
-
- o Reports: Reports contain information about data stored in Capital
- Gainz. Reports are viewed on the screen, and can be sent to a file
- or the printer.
-
-
- 1.7.2 Command Keys and Key Combinations
-
- Command keys are keys that have special meaning. These include:
- Enter, Ctrl-Enter, Esc, Ctrl-Esc, PgUp, Ctrl-PgUp, PgDn, Ctrl-PgDn,
- Left Arrow, Right Arrow, Up Arrow, Down Arrow, and the function (Fn)
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- keys. Ctrl-Enter means to hold down the Ctrl key while hitting the
- Enter key. The Ins and Del keys are usually found on the numeric
- keypad, and NumLock must be turned off to use them. You can use the
- Enter key on the main keyboard or the numeric keypad.
-
- Forms accept the entry of values for one or more fields.
-
- Form Field Entry Section:
-
- Esc - Go to previous field, quit form if on first field.
- Ctrl-End - Erase field.
- Enter - Accept field and go to next field, accept form if on last
- field.
- Up Arrow - Same as Esc.
- Down Arrow - Same as Enter.
- Ctrl-Enter - Accept form. Same as hitting Enter on every field.
- Ctrl-Esc - Reject form. Same as hitting Esc on every field.
-
- Menus accept a choice which triggers an indicated action.
-
- Menu Section:
-
- Enter - Call routine for current item.
- Esc - Quit menu.
- Up Arrow - Point to the previous item.
- Down Arrow - Point to the next item.
- Other Keys - Execute indicated function for key.
-
- Tables show a repeated set of values. Tables also may accept the entry
- of one or more fields. Most tables allow you to call up a form to
- enter, add, or delete values. Choice Tables only allow you to tag one
- or more values.
-
- Table Field Entry Section:
-
- Same as Form.
-
- Table Record List Section:
-
- Esc - Quit table, or go to field entry section.
- Up Arrow - Point to previous record.
- Down Arrow - Point to next record.
- PgDn - Scroll table down.
- PgUp - Scroll table up.
- Ctrl-PgDn - Point to last record.
- Ctrl-PgUp - Point to first record.
- Ins - Call form to add a record.
- Del - Delete table entry at cursor.
- Enter - Select or Change table entry at cursor.
-
- Special function keys and common key combinations are labeled at the
- bottom of all tables and forms. If all of the function keys won't fit
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- 1-12 Capital Gainz Users Manual
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-
-
- on one line, there may be a More key to scroll through the available
- function keys. The function you want to use does not have to be
- displayed for you to invoke it with the associated key. Alternatively,
- you can use the Function List key to popup a list of functions to
- choose from. The F1 function key is always used for screen help.
- Finally, many entry fields bring up a table to choose from if you
- enter a blank or invalid value.
-
- 1.7.3 Editing Field Entries
-
- When filling in forms, you can use the Ins, Del, Ctrl-End,
- Backspace, Left Arrow, and Right Arrow keys for editing fields.
-
- If a field is required, you can't go to the next field until you
- enter a valid value. If a field is not required, then you can leave it
- blank and hit Enter.
-
- Except when offered a choice of values for a field, you must end
- an entry with the Enter key. When offered a choice of values, you can
- enter the first character in your choice to automatically select it.
- Or, you can use the arrow keys to highlight your choice and then hit
- Enter. For example, when given a choice of YES or NO, you can simply
- hit the y or n key.
-
- Capital Gainz tries to 'guess' what you want to enter. For
- instance, it globally saves the last entered date field, and displays
- it in subsequent forms' date fields. Likewise, symbol entry fields
- show the last referenced security symbol. As you can see, Capital
- Gainz relies heavily on default values to make your data entry
- experience pleasant. Of course, you can change the displayed defaults.
-
- 1.7.4 Entering Negative Values
-
- There are only a few places in Capital Gainz where you can enter
- negative values. To enter a negative number, enter the digits and then
- hit the - key.
-
- 1.8 Who to Contact
-
- Capital Gainz is Copyright 1990-92 by David Lee Cohen. Any
- comments, bug reports, or suggestions are welcome:
-
- Dave Cohen
- DBLinx
- P.O. Box 12545
- Research Triangle Park, NC 27709-2545
- (919)-469-5196
- (919)-469-3972 BBS
- CompuServe ID: 70431,132
- Internet: davec@rock.concert.net
-
-
-
- Capital Gainz Users Manual 1-13
-