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- Dear Shareware Vendor:
-
- This file contains our distribution policy and information on OWL
- Personal Portfolio Manager Version 1.1.
-
-
- 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:
-
- OPPM41EX.EXE Self extracting archive containing:
- OPPM.EXE - Main Program (REQUIRED)
- OPPM41OV.EXE Self extracting archive containing:
- DGECGCD.OVL - CGAC graphics driver (REQUIRED)
- DGECGMD.OVL - CGAM graphics driver (REQUIRED)
- DGEVGAD.OVL - VGA/EGA driver (REQUIRED)
- DGEHRCD.OVL - Hercules driver (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)
- OPPM41DB.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)
- 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 (OPTIONAL).
- 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 (OPTIONAL).
-
-
- PROGRAM DESCRIPTION:
-
- Name: OWL Personal Portfolio Manager
- Version: 4.1
- First Release: 1989
- Price: $45.00
- Requirements DOS 2.1 or above, 640K RAM, Dual Floppy Drives
- or Hard Disk
-
-
- The OWL Personal Portfolio Manager (OPPM) Version 4.1 is designed to
- assist users with the two related tasks of portfolio management and
- technical analysis. Technical analysis features include four basic
- stock charts that provide price/volume graphs with multiple moving
- averages, relative strength, correlation, and momentum analysis.
- Additionally, a comparative analysis of annualized yields can be
- generated to identify the best performing investments. The portfolio
- management features of OPPM allow users to segregate different types
- of investments into individual portfolios and generate reports on any
- combination of these portfolios. Version 4.1 is capable of
- maintaining over 5000 securities in over 500 portfolios. Fifteen
- standard reports can be customized by the user to generate on-screen
- or printed reports for specified portfolios and time spans.
-
- The ability to classify assets into separate portfolios and recombine
- these portfolios as needed is an important feature which separates
- OPPM from its competition. Separating taxable, tax exempt , tax
- deferred and ordinary income assets into different portfolios gives
- users the flexibility to generate reports for just the portfolio or
- combination of portfolios they need. For instance, at tax time users
- can obtain separate income and capital gains reports for their
- taxable, tax deferred and non-taxable portfolios. Later, a net worth
- report, combining all portfolios, can be generated to get a complete
- picture of the user's net worth. With a maximum of over 500
- portfolios, users are free to define additional portfolios track
- market indexes, perform what-if analysis or chart the performance of
- a market newsletter or broker's buy and sell recommendations.
-
- Not just a portfolio manager, OPPM provides sophisticated technical
- analysis tools which are widely used by investment professionals.
- From price/volume charts with multiple moving averages to relative
- strength, correlation and momentum analysis, OPPM's charting
- capabilities place the information needed to make intelligent
- investment decisions at the user's fingertips.
-
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