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VENDOR.DOC
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1994-10-14
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5KB
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106 lines
Dear Shareware Vendor:
This file contains our distribution policy and information on OWL
Personal Portfolio Manager Version 6.
PROGRAM DESCRIPTION:
Name: OWL Personal Portfolio Manager
Version: 6.0b
Price: $45.00
Requirements DOS 3.3 or above, 640K RAM, Hard Disk
Keywords: INVESTMENT, PORTFOLIO, CHART, STOCK, BOND, SAVINGS,
FINANCE, TAX, SHARES, OWL
OWL Personal Portfolio Manager (OPPM) was rated the best portfolio
management software by the (London) Financial Times (10/10/92) and
Securities Research Company Ltd. (Market Analysis, 2/9/94). This
powerful, yet easy to use, portfolio management and technical
analysis system is used by individual investors and money managers
on five continents.
OPPM eliminates the drudgery of investment record keeping by
maintaining records of stock, bond and mutual fund transactions
and automatically computing capital gains and losses using your
choice of IRS approved accounting methods. OPPM also tracks cash
accounts, other assets and liabilities along with of interest,
dividends, rents, royalties and other investment income. When it's
time to prepare your tax return, all the information you need is in
one place.
OPPM helps you manage investments by maintaining seperate accounting
for up to 500 different portfolios. It's easy to set up portfolios
for retirement planning, children's college funds, brokerage accounts,
what-if analysis and much more. The report generator lets you
customize each report to include any combination of portfolios over
any range of dates.
OPPM keeps you informed on the performance of both individual
investments and entire portfolios. It automatically computes both the
dollar value and annualized yield of unrealized capital gains, so you
can quickly tell the winners from the loosers. And, OPPM tracks and
charts the net worth of your portfolios, so you'll always know if
you're meeting your investment objectives.
OPPM helps you analyze investments and potential investments with
powerful technical analysis charts. Charts include: price/volume,
moving averages, polynomial trend analysis, relative strength,
on-balance volume, Wilder's RSI, Stochastics, relative volume index,
correlation analysis and asset allocation.
A companion program, OWL Portfolio Price Loader (OPPL), is available
to automatically update stock prices using data from: America Online,
CompuServe, GEnie, Prodigy, Dow Jones News Retrieval, FarPoint BBS,
Internet (Quote.Com) and Just Data (an Australian data service).
An on-line user's guide, context sensitive help and intuitive mousable
menus, make OPPM is very easy to learn and use.
DISTRIBUTION POLICY:
'Otto-Williams Ltd. (OWL) grants you a license to distribute our
shareware in its original form provided that you distribute all
files required for operation of the program (see below) and:
1. You identify it as shareware with an appropriate definition.
2. You leave all intellectual property (including copyright notices)
in place.
3. We do not request that you discontinue distribution of the
product.
To summarize, you may archive our programs, unarchive them and
distribute them on whatever media you choose so long as you do not
alter the program or accompaning data files in any way.
We want the widest possible distribution for our shareware programs
and will be glad to assist you in designing a distribution scheme
which is appropriate for your operation.
FILES ON DISK:
OPPM_EXE.EXE Self extracting archive containing:
OPPM.EXE - Main Program (REQUIRED)
HELP.DBF - Help system database (REQUIRED)
HELP.DBT - Help system database (REQUIRED)
CONFIG.DBF - User settings database (REQUIRED)
MPRN.DAT - Graphic printer drivers (REQUIRED)
OPPM_DAT.EXE Self extracting archive containing:
SEC.DBF - Data File (REQUIRED)
PUR.DBF - Data File (REQUIRED)
FOL.DBF - Data File (REQUIRED)
INC.DBF - Data File (REQUIRED)
PRICE.DBF - Data File (REQUIRED)
AL.DBF - Data File (REQUIRED)
ORDER.DOC Registration Order Form (REQUIRED)
README.1ST ASCII text file containing installation and startup
instructions (REQUIRED - we will work with you to create
a suitable substitute if needed to support your distribution
approach).
INSTALL.BAT Installation batch file (REQUIRED).
FILE_ID.DIZ ASCII text file containing brief program description suitable
for catalog listing (OPTIONAL)
VENDOR.DOC ASCII text file containing vendor instructions, file and
program descriptions (REQUIRED).
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