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Wall $treet - The Bottom Line
General Investment Database Tracking & Analysis Software
Version 5.6
1/1/1992
Color / Monochrome / LCD
EGA / VGA / CGA / MCGA
(C) Copyright 1989/1990/1991
by
Dan M. Schell
IMAGE PLUS SOFTWARE
2522 Quail Glen
Carrollton, Texas 75006
(214) 416-3387
All Rights Reserved
FILES & PACKAGE OVERVIEW
Files On Disk
WALLST.EXE MAIN LOADER PROGRAM
WSMAIN.OVL MAIN OVERLAY MODULE
PNTWST.OVL PRINT MODULE
WSUTIL.OVL UTILITY MODULE
WSGRAPH.OVL GRAPH MODULE
WSTRACK.OVL CURRENT PRICING MODULE
SAMPLE.DAT SAMPLE DATA FILE - Can be deleted.
WALLST.DTA CURRENT PRICING DATA FILE (data for SAMPLE.DAT)
WALLST.CTL SYSTEM CONFIGURATION FILE - Can be deleted.
PRINTERS.CTL SYSTEM CONFIGURATION FILE - Can be deleted.
BRUN45.EXE RUN TIME MODULE
WALLST.DOC THIS DOCUMENTATION - PRINTED DOCUMENTATION MAILED WITH EACH
REGISTRATION
INSTALL.EXE INSTALLATION PROGRAM
READ.ME May be included with the latest notes & revisions.
WALLST.ICO A Windows Color Icon for use with Windows 3.
.... Program Overview ....
This program was written to help you keep track of and analyze your invest-
ments. It was originally written to handle stocks and bonds, but has been
expanded to handle most types of investments including coins, collectibles,
and any item you buy and then sell at a later date, hopefully to make a
profit.
Each time you buy & sell an investment, you will be able to quickly & easily
store the details of the transaction. This will provide a permanent record
of the details of each transaction for future use. You will be able to edit
& delete individual records, allowing you to keep your records current.
Beginning with Version 5.5, you can easily sell part of an investment, or
create a new record each time a dividend is paid as additional shares of your
investment.
With the addition of the current pricing module, you will be able to evaluate
your current investments based on their current pricing or value, & obtain a
year to date performance evaluation, based on current pricing and trades
completed in the current year.
You will be able to use as many different data files as desired, as specified
from the Utility menu. The data file last used, will be automatically loaded
from the menu the next time you start the program.
When you start the program, it will remind you of the last date the program
was executed, the active data file, and the number of records in that data
file. It will also keep track of how long you have been in the program &
provide that information to you when you exit.
The program will accommodate "Short Sells" as well as traditional
investments. It will calculate & display various factors based on buy/sell
prices, fees/commissions paid, date bought/sold, & number of shares
including:
Total cost to purchase an investment
Total received from sale of an investment
Day of the week that a transaction occurred
Number of days held to date, while still in your portfolio
Number of days investment held when a trade is complete
Profit or loss percentage, based on the investment & on the time held
Allow you to assign a record type to each of your investments
The Analysis portion of the program will display various summaries for all
trades occurring in the year you choose. One option will summarize a listing
of all trades reportable to the IRS in the chosen year. This is very useful
at tax time.
The Graph portion of the program will display several graphs displayed by
record number to aid in visualizing your trading performance over time.
Menu Interface: The selections from the menu are made by pressing the
indicated key. You can use upper or lower case. For example:
"Press Your Choice ( A, L, D, C, or M )"
Make your selection by pressing "A" or "a". No return is needed, as the
selection is automatic.
The Menu will indicate the appropriate choice by parentheses. For example
"Cum-(S)ummary Graph would be selected by pressing "S" or "s".
In addition to the direct selection from the menus, The "ESC" key will return
you to the parent menu. When at the Main menu, the "ESC" key will exit the
program.
If your system does not have color capability, you will want to select the
LCD / Monochrome selection from the Utility menu, Graphic mode select option.
This will modify the highlight used in the pop-up windows, so that you will
be able to determine which item is being highlighted.
TO GET STARTED QUICKLY:
1: Run the Install program or simply use DOS to create a directory and
copy all files to that directory.
2: Change directories to the directory created in step 1 above and
type in "WALLST".
3: If you wish to explore the capabilities, use the SAMPLE.DAT Data
file and experiment with as many menu choices as desired. When you
are ready to enter your own investment data, proceed to item #4.
4: From the Main menu, select "U" to activate the Utility menu.
5: From the Utility Menu, select "F" and then "A" to select a new data
file.
6: Enter up to 8 characters to name your data file, and press return,
then "Y", and then any key to activate your new data file.
7: Press "M" and then "M" again to return to the main menu.
8: Press "A" and begin adding Records to your file. These records
contain the details of each of your investments!
GOOD LUCK !
Menu Descriptions:
..... MAIN MENU .....
DISPLAY & ANALYZE / DATA ON FILE: Branch to the Investment Display Menu.
ADD NEW DATA TO ACTIVE FILE (BUY): Used primarily to add a new investment to
the active file. The input fields are as listed and described below: An "I"
indicates an input, "W" Pop up window, "Q" Question, & "R", a system Re-
sponse.
I Item Description: The name of the investment (up to 20 characters). You
may want to use your own naming system for use as a quick search as described
in the Video Print Menu. For example,
noting all investments in your IRA with these letters somewhere in the name
will later allow you to display all IRA investments by simply searching on
IRA as described below.
W Record Type: Select from the choices listed in the pop-up window by
using the Up / Down arrows or the Home / End Key. The record type will be
stored along with the name of the investment. This will be useful to later
display a selected group of your investments. The last selection in the list
will allow you to enter your own investment type.
I Number of Shares: The number of shares purchased. For investment types
such as coins, or real estate, the number of shares will be 1. Maximum of
500,000 shares in integer format. Optional format maximums are 999999.9;
99999.99; 9999.999 if shares entered require a non integer format.
Q Short Sell (Y/N): A short sell occurs when an investment is sold first,
& then later bought back at, hopefully, a lower price. Answer "N" or simply
press return to enter traditional "Buy now - Sell Later" investments. If you
enter "Y", you will be asked to enter the appropriate Sell data next.
I Year of Purchase: The year the investment was purchased. Enter the last
two digits of the year. If you press return, this value will default to the
current year.
I Month of Purchase: The Month the investment was purchased. If you enter
an incorrect value or press return, this value will default to the current
month.
I Day of Purchase: The Day the investment was purchased. If you enter an
incorrect value or press return, this value will default to the current day.
R Day of the Week: The system will reply with the Day of the Week that
this purchase took place.
I Price Per Share: The price paid per share. You may enter this value
directly as a fraction and the system will calculate the decimal equivalent.
For example, entering "3 1/4" or "3.25" will have the same result.
I Commission to Buy: The total commission paid when the investment was
Purchased. Simply press return to enter "0" for this value.
I Other Fees & Taxes: Any other fees or taxes paid when the investment was
purchased. These two values will be added and stored as the total one-time
costs paid when the investment was purchased.
R Total Cost to Buy: The system will then reply with the total cost of
purchase based on Number of Shares; Price paid per share; & Commission/Fees
paid.
Q Has this been Sold: If you answer "Y", you will then be able to input
the sell data, at this time. This would be the case if you are entering past
investment history. Normally, you will answer "N" at this time and store the
purchase data you just entered.
IF YOU ANSWER N to the "Has this Investment been Sold?" question, you will be
asked if this information is correct. If you answer:
"Y": The data will be stored and you will be returned to the main menu.
"N": The data will be stored and the edit routine will be displayed to allow
you to correct the incorrect data.
"A": The addition of the data will be aborted and you will be returned to the
main menu.
IF YOU ANSWER Y to the "Has this Investment been Sold?" question, the program
will then prompt you to enter the sell data as described below:
I Year of Sale: The year the investment was sold. If you press return,
this will default to current year.
I Month of Sale: The month the investment was sold. If you press return
or enter an incorrect value, this will default to the current month.
I Day of Sale: The day the investment was sold. If you press return or
enter an incorrect value, this will default to current day.
R Day of the Week: The system will reply with the Day of the Week that
this sale took place.
I Price Per Share: The price received per share when the investment was
sold. You may enter this value directly or as a fraction as described above.
I Commission to Sell: The total commission paid when the investment sold.
Simply press return to enter "0" for this value.
I Other Fees & Taxes: Any other fees or taxes paid when the investment was
sold. These two values will be added and stored as the total one-time costs
paid when the investment was sold.
R Total Received: The system will then reply with the total amount
received when sold, based on Number of Shares; Price per Share received when
sold; & Commission/Fees paid.
R Total Loss or Gain: The system will then calculate the total amount of
profit or loss based on the above data
You will then be asked "Is this information Correct?". If you answer:
"Y" The data will be stored and you will be returned to the main menu.
"N" The data will be stored and the edit routine will be displayed to allow
you to correct the incorrect data.
"A" The addition of the data will be aborted and you will be returned to the
main menu.
EDIT/UPDATE EXISTING FILE (SELL): This is usually used to enter the
corresponding sell data of an investment that had been previously purchased.
From this selection, you will be able to edit any item of a investment re-
cord.
After pressing "E" to select the edit routine, you will be asked to select
the edit you want to edit. You may do this by selecting the investment
record by number; or by pressing return, you will be able to select from a
summary listing, temporally displayed in a pop-up window. Once the window is
displayed, you simply highlight the record of choice using the UP / DOWN
arrow keys, PAGE UP, PAGE DOWN, HOME, or END keys, & then press return to
select the record of your choice.
Once a record is selected, the investment record will be displayed to allow
you to confirm that this is the record you wish to edit. You may:
Press "C" to copy the selected record. This will provide the options to;
1) Press "C" - Place an identical copy of the displayed record at the end of
the file, ready to edit.
2) Press "P" - Execute a Partial Sale. This will create a new record for the
amount still held and allow you to easily record the partial sale. This will
divide the commissions and fees proportionally based on the volume of shares
sold and still held.
3) Press "V" - Create a new record for a dividend reinvestment. This creates
a new record at the end of the file and places you in the edit mode ready to
record the reinvestment. You then record the quantity of Shares. The buy
price is set to zero since the dividend cost was zero.
Press "D" to delete this record. If you select "D", you will be asked to
confirm the deletion of this record by entering a "Y".
Press "ESC" to return to the main menu.
Press the UP/DOWN arrow keys to search through the file, one record at a
time. As you scroll through the file, you will note the record number is
displayed is as noted at the top of the screen.
Press the PAGE UP/PAGE DOWN arrow keys to quickly scan through the file.
Once you get close to the record of interest, you can switch to the UP / DOWN
keys.
Press "E" to edit the displayed record.
During the edit process a small arrow will appear at the left of the item
currently available for editing. This will begin with the record type as
previously described. In each case, pressing "Y" (Yes) this item is correct,
the next item available for editing will be displayed. If you press "N" (No)
this item is not correct, you will be able to modify the item selected. If
at any time you select "A" (Abort), any modifications will be erased and you
will able to select a different record to edit, or by pressing "ESC" return
to the main menu.
If you wish to modify or confirm that the buy or sell status is "Not Bought"
or "Not Sold", simply enter "-1" when asked if the year is correct. Once you
confirm this selection, the record status will be modified accordingly.
GENERATE GRAPHS FROM DATA ON FILE: Branch to the Graph Display Menu.
PRINT INVESTMENTS & REPORTS MENU: Branch to the Main Print Menu.
CURRENT PRICE & SYMBOL ASSIGNMENT: Branch to the Current Pricing Menu.
UTILITIES/DATA FILE/SETUP OPTIONS: Branch to the Utility Menu.
QUIT & EXIT - Wall $treet TBL: When ready to exit Wall $treet TBL, simply
enter "Q" from the main menu. You will be able to Print a registration form
to your printer, begin again or Exit. You may also exit W$TBL at any time by
pressing "ESC" several times.
..... INVESTMENT DISPLAY MENU .....
INDEX - INVESTMENTS ON FILE: Display a summary of the investment records in
index format to your screen. You will be able to simply press return or
enter "A" to display all records, Press "ESC" to return to the menu, or
search by Name, Record Type, Current pricing Symbol or Buy & Sell Year. The
search string must be 2 to 10 characters in length. For example entering
"TEX" would return all records with the characters "TEX" in the Investment
name, Current Pricing Symbol or Record Type. Entering "1980" or "80", will
return all records bought or sold in 1980 or with those characters in the
Investment name, Current pricing Symbol, or Record Type.
The index listing will be displayed to your screen in summary format.
The fields displayed will be as noted below:
Record Type ( 4 character abbreviation )
Record Number
Investment Name
Number of Shares
Buy Date ( Purchase Date or "Not Bght" If not Bought, as in the case of
a short sale )
Sell Dte ( Date Sold or "Not Sold"; if not Sold )
Buy Pr ( The Purchase Price or blank if not Bought, as in the case of a
short sale )
Sell P ( The Selling Price or blank if not yet sold )
Pft/Loss ( The profit or loss, unless the investment is still in your
portfolio. In this case, the amount invested will be displayed along
with an "*" )
If there are more investments than will fit on one screen, a message will
display near the bottom of the screen:
"Press Key To Continue = Up/Down Arrow for Details = Press 'P' to Print
Screen"
If you press the Up or Down Arrow keys, the display will overlay a window of
Record Details. You can browse through the file by continuing to press the
UP or DOWN arrow keys.
If you press "P", the currently displayed screen will print to your printer.
This will have a similar effect of pressing the "SHIFT PRINT" keys. This is
not intended to replace the primary print routines described later.
If you press any other key, the next screen of records will display. This
process will continue until the last record is displayed, at which time, a
summary of all records selected will be displayed at the bottom of the
screen. (Keep in mind this refers to the items selected and not the entire
file, unless the entire file was selected)
This summary will include:
The Total Amount invested: This includes the investments that have
already been sold.
The Total Amount Received: Total amount received from the investments
that have been sold.
Number Current Investments: The number of investments still being held
(Those where the buy or sell year has not yet been entered).
Amount Still Invested: The Amount invested from all current investments
still held.
SINGLE DISPLAY OF INVESTMENTS: To view the details of a specific record,
simply enter the corresponding record number, or select from the pop-up
window as described above. Once an investment is displayed, the UP/DOWN
arrow keys will allow you to browse, displaying each investment in your file
if you wish.
DISPLAY GROUP OF INVESTMENTS: This works much the same as the Index option,
except each record is displayed in detail format. The up/down arrow keys can
be used to select the next, & prior records accordingly. Only those matching
the select criteria will be displayed.
If you choose to display all records, by simply pressing return, you will be
asked to enter a starting record number. This capability was added for large
data files. If you press return when asked for the starting record number,
the display will begin at the first investment. If you enter a number larger
than the number of records on file, the display will begin at the last record
number.
The number of days held to date will be displayed if the record is still in
your portfolio. This is based on your Computer System Date as displayed. The
record number is displayed at the top of the screen during this search.
Press "ESC" at any time to abort the data display .
ANALYZE - PROFIT/YEAR/CURRENT: Branch to the Analysis Print Menu.
MAIN MENU WALL $TREET TBL: Branch to the Main Menu.
..... INVESTMENT ANALYSIS MENU .....
INVESTMENTS FOR SINGLE YEAR: Display in index format, all trading activity
for the selected year. Once the last two digits of the year have been
entered, do not press return, as the display will begin after a brief pause.
This display will include all investments bought or sold in the selected
year. A summary analysis, as described above, will be displayed at the
bottom of the screen.
PROFIT ANALYSIS SINGLE YEAR: Display in index format, all records that were
sold, (or bought, in the case of a short sell) during the selected year. A
summary analysis will be displayed at the bottom of the screen. The summary
analysis will also include the average number of days each item was held, and
the percent profit or loss in the selected year. This is a useful summary
report at tax time. This report is also available in printed format from the
print menu.
CURRENT INVESTMENTS NOW HELD: Display in index format, a listing of all
investments currently held, along with a simple summary analysis. The
current prices are not displayed here, but rather the investment data. For
a similar display, but including the current prices and potential profit or
loss, select the summary listing from the current investment menu.
DISPLAY INVESTMENT MAIN MENU: Branch to the Investment Display Menu.
MAIN MENU WALL $TREET TBL: Branch to the Main Menu.
..... W$TBL GRAPH CHOICE MENU .....
PROFIT OR LOSS GRAPH: Display a graph of Profit or Loss by record number.
Similar to the video print option, you will be able to select:
"A" or "RETURN" for all investment records on file.
"C" for all Currently held investments based on current prices as stored
in the current pricing module.
Search by Current Pricing Symbol, Investment Name, Record Type, or Buy
or Sell year. The search string will function as described earlier.
"ESC" to return to the menu.
When entering a "C" for currently held investments, all records currently
being held are displayed. The P & L on these items is calculated based on
the prices set in the current pricing module. If you have an EGA/VGA color
system, potential losses will be displayed below the line in red, & profit
will be displayed above the line in green.
% PROFIT OR LOSS GRAPH: Display percent profit or loss by record number. The
available options are the same as described above, with a similar graph
layout. The percent profit is based on the amount invested and amount
received when sold.
CURRENT INVESTMENTS: Display graphically the amount invested of the
currently held investments, by record number. If your current holdings
include any "short sells", these will be displayed in magenta on a color
display (EGA/VGA). Use the "C" option from the Profit / Loss Graph selection
to examine the current P/L status of the currently held investments. All
Current Investments will be displayed.
FEES - PERCENT PAID: This will display the percentage of the total
investment that was paid as commission & fees, by record number. All records
matching the search criteria, will be displayed, including those currently
being held. The percent paid at investment purchase will be above the line.
The percent paid at the sale of each investment will be below the line. Each
record will generate two bars, except for those records currently being held.
This is useful to gain a graphical representation of the % commission and
fees, being paid over multiple records, or an extended period of time.
CUM - SUMMARY GRAPH: Display a CUM-SUM chart for profit or loss by record
number. From left to right, each bar is the sum of the prior displayed bar.
This could be used to determine the total amount of profit or loss over
numerous records, or over an extended period of time. As noted previously,
you can select all or a subset of your investments.
GRAPH MODE SELECT: Branch to the Graphic Mode Select Menu.
MAIN MENU WALL $TREET TBL: Branch to the Main Menu. General Graph
Notes:
1: Although the limit to the number of records that can be maintained
on W$TBL is 500, the maximum number of records that can be graphed
at a single time is 300. If you attempt to exceed this limit, a
warning will be printed & the first 300 items selected will be
displayed. In the case of the Fees Paid graph, 300 bars can be
generated for 150 records.
2: The vertical scale is set automatically to simplify the graphing
process. A multiplying factor is displayed at the top of the
graph. For example, if the top of the vertical axis displayed 125
x 10^2, this would mean that a full scale vertical bar would
represent $12,500.
3: The horizontal axis will be labeled with the record number & space
permitting, with the name of the investment. The name will be
truncated to include the first several characters as space permits.
When more than 8 records are displayed, only the record number will
be displayed. When more than 17 records are displayed, a skip
sequence will be used to label the records at regular intervals.
When large number of records are printed, the number of records
included in the graph will be displayed at the upper left corner of
the graph screen
..... GRAPH MODE SELECT MENU .....
AUTOMATIC MODE DETECTION: An attempt will be made to determine the graphic
capability of your system. Once you select this option the detected Graphic
capability will be selected and displayed at the bottom of the screen for a
short period of time. In each case, a warning will be presented if you
attempt to select a graphic mode that appears not to be supported by your
hardware. You will be given opportunity to override this selection. If a
lockup should occur, you can reset the graphic mode by deleting the
wallst.ctl file and restarting the program.
VGA COLOR (640 x 480): Set the Graphic Mode to VGA Color. Graphs will be
displayed in color in a 640x480 pixel resolution mode.
EGA COLOR (640 x 350): Set the Graphic Mode to EGA Color. Graphs will be
displayed in color in a 640x350 pixel resolution mode.
CGA MONOCHROME (640 x 200): Set the Graphic Mode to CGA Monochrome. Graphs
will be displayed in Monochrome in a 640x200 pixel resolution mode.
MCGA MONOCHROME (640 x 200): Set the Graphic Mode to MCGA Monochrome.
Graphs will be displayed in Monochrome in a 640x200 pixel resolution mode.
NONE - RETURN TO MAIN MENU: Branch to the Main Graph Menu.
..... MAIN PRINT MENU .....
PRINT: INDEX - DATA ON FILE: Send a hard copy of your Investment data file
in Index format to your printer. The printout will be double spaced &
printed in compressed print. A summary will be printed at the bottom based
on the records printed. You can choose to print all records by entering "A"
or select a portion of your data records by:
1:Entering a Bxx where xx is the beginning record number. A listing of all
records, beginning with the selected record number will be sent to your
printer. This is useful to provide an update of recent investments without
printing the entire file.
2:Entering a search data string of between 2 & 10 characters. This functions
in a similar manner as described previously in this documentation.
You may also press "ESC" to return to the prior menu without sending any data
to your printer.
PRINT: SELECTED DATA RECORD: Print a hard copy of a single data record in
detail format. You will be asked the record number you want to print. As
described earlier, you can select from a summary listing by just pressing
return and then using the UP/DOWN, PAGE UP/PAGE DOWN, HOME/END keys. This
printout will resemble the detail record view option from the main menu.
PRINT: GROUP - DATA RECORDS: Print a hard copy of a group of data records in
detail format. The printout of each record will closely resemble the detail
record view option from the main menu. The search option will function as
described above.
ANALYSIS MENU YEAR/CURRENT: Branch to the Analysis Print Menu.
MAIN MENU WALL $TREET TBL: Branch to the Main Menu.
Print Menu Note: You must have a printer connected to use these options. If
the printer is not "on-line" you will be prompted to place the printer on
line before the menu selections may be made. If you do not correct this
after a reasonable length of time, the program will automatically re-load the
main menu.
CAUTION: In some cases, we are not be able to tell if your printer is on.
If the program locks up after selecting a print selection, turn on the
printer & place the printer on line. If this does not correct the problem,
you may be forced to reboot, or re-start your system.
..... ANALYSIS PRINT MENU .....
PRINT: INVESTMENT HISTORY BY YEAR: Print a hard copy in index format, of all
data records either bought or sold in the selected year.
PRINT: PROFIT ANALYSIS BY YEAR: Print a hard copy in index format, of all
records that were sold in the selected year. In the case of short sells, the
records will be selected based on the year purchased.
PRINT: CURRENT INVESTMENTS HELD: Print a hard copy in index format, of all
records that are currently still in your portfolio. This is quite useful to
obtain a listing of the investments you are currently holding. (See the
Current Pricing Menu, for a similar printout but including the current prices
and the potential profit or loss.)
RETURN TO MAIN PRINT MENU:Branch to the Main Print Menu.
MAIN MENU WALL $TREET TBL: Branch to the Main Menu.
..... CURRENT INVESTMENT DATA MENU .....
UPDATE CURRENT INVESTMENT DATA: Once a symbol has been assigned to each
current investment, (You must do this first - See Define Symbol Option
described below) you will be able to input current investment pricing,
earnings per share, dividend paid per share, & enter a comment, if desired,
as shown in the sample data file.
You are first asked if you want to scan through all investments and have the
option of updating each set of current pricing information, or if you want to
select individual symbols one at a time for possible update. If you press
"A" for all symbols, the program will display each symbol. If you press "S",
all currently defined symbols will be displayed in a pop-up window. You can
then select the desired symbol to update by using the arrow keys as described
above.
Once the symbol of choice is displayed the screen is noted as follows;
The date of the last update is displayed at the bottom of the screen.
The symbol is noted at the top with a reference note on the number of
symbols on file. The number of current investments that are assigned to
this symbol is noted. You may choose to maintain a current pricing file
on an item that you currently do not hold but are considering
purchasing.
Current Price: The last stored current price is displayed. If you wish to
change this price, you simply press "N", (No this is not correct) and make
the necessary modifications. Simply press "Y" if this price is correct.
Reference High Price: This is updated automatically as noted above, but if
you wish to override this value, you may do so. Once this value is entered,
the percent of the current price is noted:
Reference Low Price: Functions as described Above
Earnings Per Share: Entering earnings per share if desired. The program will
automatically calculate the PE ratio as noted below:
PE = Current Price / Earnings per Share.
Dividends Per Share: Entering the dividends paid annually per share. The
program will automatically calculate the % dividend as noted below:
% Dividend = Dividend per Share / Current Price * 100.
The current pricing information can be used to evaluate your current invest-
ments. If you simply want to keep track of the current prices, you may
choose not to update the Earnings & Dividend fields. Once the current price
has been input, or verified correct, pressing the "ESC" key will advance to
the next symbol. Press "A" to abort the Current pricing update routine at
any time. If a current symbol is no longer desired in the symbol database,
pressing "D" will delete this symbol.
DEFINE/ASSIGN INVESTMENT SYMBOLS: Define the symbols you will use to
identify each of the investments you wish to track. You will have to do this
prior to assigning prices as described above. Each time a new security is
added to your current holdings in your portfolio, you will need to assign a
symbol to that item.
The routine will begin by sequentially displaying each of your current
investments. You are asked to verify or, if necessary, assign a symbol to
each one. The symbol can be selected from an existing list, which can be
displayed in a pop-up window, or added if necessary. This feature prevents
you from having to remember the symbol or abbreviation used previously. Once
the pop-up window is displayed, you can select from an existing symbol, by
using the up & down arrow keys as described earlier.
If the currently assigned symbol is correct, you simply press "Y" to display
the next current investment. It there is no symbol assigned or is not
correct, you press "N". A list of current symbols will be displayed that you
can choose from. If you wish to add a new symbol to the list, you simply
press "ESC" and you will able to add the new symbol. Once the new symbol has
been added, it will be included in the symbol list, in alphabetical order.
SUMMARY SYMBOL AND PRICE LISTING: This will display to the screen, a summary
of the symbol, initial investment price, current price, & associated data
currently assigned to each of your current investments. The potential profit
or loss is displayed based on the current price, & initial investment. One
should note that any commission or fees that may be required to sell the
investment are not included in this calculation. A summary of the number of
current investments, number of symbols, & total amount currently invested is
summarized at the bottom of the screen. Trades completed in the current year
are also included in this display to
provide a summary for the current year.
PRINT CURRENT PRICING DATA MENU: Branch to the Current Pricing Report Menu.
INITIALIZE -- INVESTMENT SYMBOLS: This will initialize the symbol database.
All current pricing information will be lost from the symbol file, however,
the last price & active symbol will still be stored in the each data file.
You can easily recreate the active symbol list for investments currently held
by the simple process outlined below:
1: Initialize the Symbol Data Base
2: Select the Define Symbol option & press return to accept the
current symbols still stored on the Main Database.
3: Select the Update Current Pricing option, & Enter the current
prices, and associated data for each symbol as appropriate.
NOTE: This module was written to be able to track numerous portfolios,
possibly with some of the same investments, as well as numerous investments
of the same company in the same portfolio. For this reason, the first time
you use this module, & for any new investments not currently in your symbol
database, you are required to establish a symbol or abbreviation, for each
investment. It is intended that the standard "Ticker Symbol" be used, but
any symbol (1 to 6 characters ) will work, as long as you are consistent.
MAIN MENU WALL $TREET TBL: Branch to the Main Menu.
..... PRINT REPORTS & ANALYSIS MENU .....
..... (CURRENT PRICING MODULE) .....
PRINT: INDEX - AT CURRENT PRICES: Print an index listing of your current
investments with the current pricing information incorporated in the
analysis. You are also allowed to select a subset of your current invest-
ments. Year to date completed trades are also included.
PRINT: CURRENT DATA - INDEX LIST: Print an index listing of your current
investments with the current pricing, PE, & % Dividend information.
PRINT: SELECTED INVESTMENT ITEM: Print in Detail format any single
investment by record number. If this investment is currently being held, the
potential P/L calculations are included based on current pricing.
PRINT: GROUP - INVESTMENT ITEMS: Print in detail format a group of
investments by specifying a search string. The search string will function
as described earlier. If any of the investments selected are currently being
held, the potential P/L calculations are included based on current pricing.
MAIN CURRENT PRICING MENU: Branch to the Main Current Pricing Menu.
..... UTILITY MENU .....
FILE MANAGEMENT MENU: Branch to the File Management Menu.
SYSTEM STATUS/ANALYSIS: Display several aspects of your current system
configuration. This is useful for your information, but also as a debug /
problem solving tool in the unlikely event that you should experience a
system problem while using W$TBL. The display will include:
1: System environment variables currently set on your system. The
display will include the active "PATH" & DOS environment variables.
2: Current DOS Operation System Version, & DOS Memory up to 640K.
3: Current Active Disk Drive & Available Space on Active Drive.
4: Number of Records that can be stored on the current drive, based on
the Available Space, and the W$TBL Record Length. The Active Data
File, and number of records in that file.
5: Current Graphics Capability, active number of columns, & Bios Mode
6: Number of detected Parallel, Serial, & Game ports.
7: Current System Time & Date.
8: Your Computer Processor and Clock Speed.
GRAPHIC MODE SELECTION: Branch to the Graphic / Color Menu.
CALENDAR DISPLAY: This option will generate a calendar for any month & year
from 1899 to the year 2099. Once the desired month is displayed, you can
display the next or prior month, by pressing "N" or "P" accordingly. You can
also select a new month by pressing "C" to change the active date. This is
useful in determining the exact date a trade took place & also as a utility
for other applications. You can quickly select the current year & month, by
simply pressing return, in response to the year & month inquires. Press
"ESC" to return to the Main Utility Menu.
PRINTER CONTROL CODES: This option will allow you to choose appropriate
printer control codes for Dot Matrix Printers, HP Laser Jet II, or IBM
Proprinter type printers. You will also be able to modify these default
printer control codes. One of these three sets of printer control codes
should work for your printer, with the exception of POSTSCRIPT. Currently
W$TBL does not support postscript only printers.
You can choose a different set of control codes by pressing the "S" key.
This will scroll through the list of printers that are supported directly by
W$TBL. You can choose to modify any or all of these control code
configurations by selecting the item to modify and the choosing "A" for an
ASC control code, or "E" to precede your control codes by the universal
escape control character "ESC" (ASC 27). You may press "Q" if you choose not
to modify the control code.
Once you have made the desired control code changes, you will be able to test
this configuration on your printer by selecting "T as instructed.
Caution: Consult your printer control manual before attempting to modify any
of these control codes. You can reset these codes to the default values
listed above by pressing "R" from this menu, as noted in the on screen
instructions. You can also reset these codes by deleting printers.ctl, and
allow W$TBL to re-create it.
UPDATE SYSTEM DATE: The Current system date is displayed. and can easily be
changed from this selection. This value is used throughout W$TBL.
MAIN MENU WALL $TREET TBL: Branch to the Main Menu.
..... FILE MANAGEMENT MENU .....
SORT ACTIVE DATA FILE: You have the option of sorting your active data file
by Investment Date, Investment Name and Type, or Investment Type and Name.
After selecting the sort order of your choice W$TBL will sort your active
data file as requested. This may take anywhere from a few seconds to hours
depending on the number of records, the degree of disorder and your computer
speed. It will obviously take considerably longer if running W$TBL from a
floppy disk. The sort routine will keep you informed of its actions as it
proceeds to sort your data file.
We recommend that you sort your file by date, since this will correspond to
the natural order as time progresses and additional investment data is
entered. It may be helpful for analysis purposes to view graphs, such as the
CUM-SUM graph bases on another sort criteria.
The date sort will allow you to enter your investments in random order and
allow W$TBL to sort them after your initial load is complete. Normally you
will only need to do this after you store your initial investments. You can
check the order of your investments at any time from this menu. If your
investments are in the proper order this will only take a few seconds.
ACTIVE W$TBL DATA FILE: Modify the data file that is currently active, or
create a new data file. You may find it useful to keep separate data files
for different investment types, or perhaps a new file each year. The data
file is limited to 500 investment records. Currently the W$TBL data file
must exist on the same drive as the W$TBL Software.
You can enter the file name or select from the existing files by simply
pressing return to invoke the pop-up window with all available .DAT files in
the current drive/directory. Valid characters are limited to A-Z & 0-9, and
8 characters in length. The DOS suffix of ".Dat" will be added to the end of
the file name.
Once you select an active data file and confirm your choice, W$TBL will
verify the data file, inform you of the last date this file was accessed and
inform you of the number of active records in the selected file.
The file format has been changed in version 5.3, 5.4, 5.5 and 5.6 from prior
versions to permit partial share data to be stored. The program will
automatically convert to the new file format if your data file was created
with a version of W$TBL after 5.0. The screen will notify you of this
conversion when it occurs. You will not be able to use the version 5.3, 5.4,
5.5 or 5.6 data files with prior versions of W$TBL.
LIST ALL W$TBL FILES: This option will display a listing of all files in
your current directory. If you maintain your W$TBL software in a directory
of it's own, all files should fit on one screen. If you have a large number
of data files, the display will pause at the end of each screen.
DELETE W$TBL DATA FILE: This option will allow you to delete a ".DAT" (Data)
file. A similar input screen will be available as described above. You will
be notified if the deletion was successful.
COPY W$TBL DATA FILE: This option will allow you to copy an existing ".DAT"
(Data) file. This feature is useful if you decide to divide an existing file
into smaller separate files. This can be done by copying the data file &
then deleting the desired, records from the files using the main menu, edit
option.
MAIN UTILITY MENU: Branch to the Main Utility Menu.
..... GRAPHIC / COLOR MENU .....
COLOR WITHOUT GRAPHIC BORDERS: EGA Graphic Borders will be ignored, menu
items will be displayed in full color, with Blue ASCII Borders.
EGA COLOR WITH GRAPHIC BORDERS: EGA screen graphics will be displayed in
full color with EGA Graphic Borders displayed during the menu displays. If
your system does not support EGA or VGA, do not select this option.
Note: The Borders will only display in the menu selections. You may choose
to select COLOR WITHOUT GRAPHIC BORDERS, even if you have EGA/VGA capability,
since these borders will slow the program slightly.
LCD OR MONOCHROME NO BORDERS: EGA Graphic Borders will be ignored, & all
colors will be set to high intensity white. ASCII borders will be displayed.
The color scheme will be modified to allow the highlight selection to be
displayed on an LCD screen.
ALTER DEFAULT COLOR CHOICES: The colors can only be changed if you have
selected "C" or "E", as described above. The current color choices are
displayed, along with the valid 15 system colors. These are displayed for
your choice, & are numbered 1 through 15.
The standard color assignments are as noted below:
Red will be used to indicate a loss.
Green to indicate a profit.
Magenta to indicate a short Sell.
White to indicate an investment still held.
Note: If you choose to install, by simply copying the files, or if you
delete the Wallst.Ctl file, the default setup will be color, no graphics.
This does not effect the generation of Graphs. The graphic choices for the
Graph Menu are available separately.
MAIN UTILITY MENU: Branch to the Main Utility Menu.
..... REGISTRATION AGREEMENT .....
If you wish to obtain a personalized copy of Wall $treet - The Bottom Line,
with all limitations removed, please fill out the registration form.
This form is available by pressing "P" as indicated when you begin or end the
program. Registered users will receive the latest version customized with
their name on the system menus, & with all time limitations removed. You
will also be added to our mailing list & will be made aware of all future
releases.
Drop us a line if you have any questions or recommendations on Wall $treet -
The Bottom Line. We want to hear from you!
..... BUGS OR PROBLEMS .....
Reasonable care was taken to ensure that you will not encounter any problems
while using Wall $treet - The Bottom Line. These include range checking on
the input fields & testing prior to release. If you should encounter any
problems while using this product please report these to:
IMAGE PLUS SOFTWARE
Wall $treet - The Bottom Line
2522 Quail Glen
Carrollton, Texas 75006
(214) 416-3387
Please include as much information as possible. In the case of a system
error, please include: the error number, the conditions that produced the
error, & a hardware description of your system. Where possible, we will
identify & correct the problem & provide a corrected copy to you at no
charge.
..... OPERATING NOTES & HINTS .....
NOTE #1: If you have entered a record as being sold & later determine that it
is not sold, you may correct this by entering "-1" in the year field, to
change the sold status. For example, if you entered a record as being sold,
& wish to modify it to be unsold; when asked if the year data is correct,
just enter "N" for not correct & "-1" for the year.
NOTE #2: If you make an error & wish to abort the current screen, press the
"ESC" key and the system will return you to the parent menu. When viewing
a menu, the "ESC" key will return you to the parent menu, or to the exit
screen if currently at the parent menu.
NOTE #3: If you specify a graphic mode & your system locks up, you can reset
to the standard color settings, with no graphics by deleting the file
"WALLST.CTL", using DOS, before restarting W$TBL.
NOTE #4: If you modify the printer control codes, & do not achieve the
desired results, you can reset these codes from the utility menu. You can
also delete the PRINTERS.CTL file before starting W$TBL, which will also
reset these codes.
NOTE #5: The ".CTL" file format has changed from earlier (Pre 5.0) versions
of the program. You must use the new file or allow the W$TBL to create a new
one when you use the new version of W$TBL.
NOTE #6: The Data file structure has changed from earlier versions of the
program. File structures created with W$TBL prior to version 5.0 are not
supported. The program will automatically convert 5.0, 5.1 or 5.2 version
data files to the current format used in versions 5.3, 5.4, 5.5 & 5.6.
NOTE #7: Although W$TBL can be successfully run from a floppy disk drive, a
hard drive is recommended. This will greatly increase the speed of the
program & increase the number of records that can be displayed. If you
choose to run W$TBL from a floppy drive, & you find that you need more
storage space, you can delete the Sample.Dat, Wallst.Doc & Read.Me files.
This will increase the number of records that can be stored on the disk by
approximately 100 records. The number of records that will fit on the disk
at any time, can be read directly from the utility menu - System display
option.
NOTE #8: The Letter "K" is used to indicate very large values in thousands.
For example to indicate 456,000 the display would show 456K.
NOTE #9: Although W$TBL is not a Microsoft windows application, you can run
W$TBL from MS windows. If you run windows 3.0 in the enhanced mode, you can
choose to run W$TBL, full screen or in a window. The WSTBL.ICO file is a
full color ICON (Windows 3.0 compatible) which can be selected by selecting
File Properties; Change ICON; and entering the Path and desired Icon File.
For example "C:\WALLST\WSTBL.ICO".
..... RESTRICTIONS .....
You may not alter, modify, or adapt the software, including, but not limited
to, translating, decompiling, disassembling, or creating derivative works.
Image Software Plus makes no warranty or representation either expressed or
implied, with respect to this software or documentation, including their
quality, performance, or fitness for a specific purpose.
Because software is inherently complex & may not be completely free of
errors, you are advised to verify your work. In no event will Image Software
Plus be liable for direct, indirect, special, incidental, or consequential
damages arising out of the use or inability to use the software or documenta-
tion, even if advised of the possibility of such damages.
Thank You for Choosing
Wall $treet - The Bottom Line
& Good Luck with your Investments!
Dan M. Schell