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MONEY260.DOC
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1989-05-14
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Welcome to MONEY v2.60
Copyright 1988, 1989 by Timothy Higgins
All Rights Reserved
This is the latest version of a stock portfolio program
that is geared towards both novice and experienced stock
investors. No knowledge of the stock market is required,
except for the ability to look up stock prices and market data
such as Treasury Bill rates and the Stock Market Index.
The version that is being distributed as SHAREWARE is a
scaled down version of the real thing (the SHAREWARE version is
v2.60 whereas the "real thing" is v2.61). The major difference
between the two versions is the number of stocks and
transactions that each program can handle. Version 2.60 can
only handle at most 10 stocks and 50 transactions, whereby
v2.61 can handle as many as 50 stocks and 8100 transactions.
There are also minor cosmetic and operational differences
between the two versions, primarily in the area of error
checking. ATTENTION BROKERS AND SERIOUS INVESTORS: Please keep
in mind that the imposed limit on the number of stocks was
arbitrary. Version 2.61 can be custom modified to handle
almost any number of stocks and transactions as long as
they can be processed within 640k of memory. Each stock and
transaction occupies approximately 80 bytes of memory. The
limit on the number of stocks and transactions will depend on
how much conventional free memory your computer has.
So, what does this program do? Here's a brief summary of
its features:
1. Handles 10 stocks and 50 transactions
(v2.61 handles 50 stocks and 8100 transactions).
2. Calculates TOTAL and RECENT portfolio,
market, and individual stock returns.
3. Displays this information in 3 ways:
a. On-Command while entering
data.
b. Graphically, if a color graphics
card is attached.
c. On 3 types of easy to read
charts: Portfolio, Transactions,
and Performance Summary.
4. Records all transactions in a separate
file.
5. Allows printing of PORTFOLIO, MARKET, and
PERFORMANCE charts to a printer or an Ascii (DOS
Text) file. Allows printing of graphs on printers
that accept graphics (must run GRAPHICS.COM before
running MONEY260).
6. Allows for Stock Splits, and will
automatically update the portfolio and
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transactions file to indicate the new stock
values.
7. You decide the names to use for your data
files. This means that you can use this program
to analyze any number of different portfolios.
8. Fully menu driven. Just follow the on-
screen prompts which guide you throughout the
program.
9. Simple data entry. Allows editing of all
data before it gets written to the disk. Even
incorporates a PANIC BUTTON (the F1 key) if you
start doing something that you wish you hadn't.
10. Extensive error checking and error
messages (this applies mainly to v2.61 although
there is significant error checking done in
v2.60).
BEFORE YOU BEGIN:
Make a back-up of this disk including the sample data
files.
1. Insert original disk in Drive A (the upper
drive on two floppy systems). If you have a two
floppy system insert a BLANK FORMATTED DISK in Drive
B (the bottom drive). Close the drive door(s) and
enter the following at the DOS command prompt:
COPY A:*.* B:
THOSE WITH TWO FLOPPY DRIVE SKIP STEP #2
2. If you have only one Floppy drive, enter
the above command. A message will appear on the
screen. You will now take out the disk that is in
the drive and replace it with a BLANK FORMATTED
DISK. Close the drive door and press ENTER.
3. When the drive light(s) goes out, you will
have a back-up copy of the original disk. KEEP IT
IN A SAFE PLACE.
Owners of Hard-disk systems may want to copy all of the
original files onto their hard disk in a separate directory
named MONEY. To do so, following this procedure:
1. To create a separate directory on your hard
disk, first make sure that the DOS command
prompt says C:\> (or something similar) to
indicate you are in the root directory of the
hard disk. Then enter this command:
MD MONEY
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2. Change to that directory by entering:
CD MONEY
3. Insert the program disk in drive A and enter
this command:
COPY A:*.* C:\MONEY
HOW TO RUN THE PROGRAM:
1. Make sure the MONEY.COM and all data files that are
used by the program are on the current drive and the current
directory. Then enter:
MONEY
2. You will see a brief message indicating that I would
appreciate a little compensation for writing this program.
It took me over a year to bring it from scratch, to a BASIC
program, back to scratch, to a Pascal program, and then to
add all the extra features. It also cost me a few grades
while in college.
3. To continue, Press any key. Now enter your file names.
If you just want to see how the program operates, simply
press ENTER at the file name prompts to accept the default
sample data files. To start you own files, press ESCape to
clear the prompts, then enter a file name (WITHOUT THE FILE
EXTENSION).
4. Now you will be presented with the MAIN MENU of
choices. Pick one, any one (pick a card, any card...).
5. Just follow the prompts. But be careful when entering
stock data.
To indicate that you BOUGHT stock, enter a POSITIVE
number at the prompt that says NUMBER OF SHARES TRADED. To
indicate that you SOLD stock, enter a NEGATIVE number at the
prompt.
If you did not buy or sell then just press Enter to
accept the default value of 0 shares.
When you receive a dividend enter the appropriate
amount.
The Beta Value is a number between 0 and 2. You can
look up the Beta for your stock in Value Line Investment
Survey which can be found in most public libraries. If you
don't know the correct Beta value, then accept the default of
1.0 .
To indicate a STOCK SPLIT, press F10 at the NUMBER
of SHARES TRADED prompt. Then enter either the DECIMAL value
of the stock split ratio (example: 3/2 = 1.5, 2/1 = 2.0), or
enter the fraction.
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To print out the charts just follow the screen
prompts. If you want to print out the charts to a disk file
you may enter a file name including a path that is no more
than 36 characters in length.
6. To accept default values just press ENTER. To clear a
prompt, press ESC. To exit from a data entry section,
press F1. You can choose a Lotus-style menu selection by
pressing the first letter of the choice. Or, for a brief
description of each choice, press either the space bar,
HOME, END, or left & right arrow keys and then Press ENTER
to make your selection. If this is the beginning of a new
portfolio you must first delete. (remove) the following
two files: IMARKET.DAT and CMARKET.DAT. IMARKET.DAT
contains the initial market data for the start of the new
portfolio. CMARKET.DAT contains the updated market data.
You must update the market data every time you buy, sell, or
update the value of your stock. Once you create new
IMARKET.DAT and CMARKET.DAT files, DO NOT EVER DELETE
THEM. You need these files to keep track of the
performance of you portfolio relative to the market.
THAT's IT:
For complete Step-by-Step instructions and some stock
market investing tips you must either purchase MONEY version
2.61 or register your copy of MONEY version 2.60. Fill out
the order form and you will also receive my latest catalog of
programs.
REGISTRATION BONUS:
Not only can this program help you keep track of your
investments it can also allow you to earn a few extra dollars
in the process. HOW? Simple. First you must register your
copy of MONEY.COM. You will then receive your personal
registration number. To get the Registration Bonus, give a
COPY of the shareware version (MONEY.COM) to a couple
friends, co-workers, or relatives and tell them to register
their copy and tell them to give your registration number
when they register. By doing so, you will receive a
BONUS check (a commission) of $15.00 every time someone
registers their copy of the program by giving your
registration number.
There are two types of registration. The first is
Shareware registration. This is for the shareware version of
MONEY. Upon registration you will receive the latest
shareware version along with your own personal registration
number. The other type of registration is for the full
implemenation of MONEY (version 2.61). This type of
registration will buy you MONEY v2.61 and your personal
registration number. Registered users will receive STEP-BY-
STEP instructions on how to use the program, stock market
investing tips, 75% discount on updated versions, and a
FREE copy of the LATEST Shareware version that is
available at the time you register.
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KNOWN BUGS AND SHORTCOMINGS:
Each stock transaction must consist of no more than 32700
shares. (Again, this can also be custom modified for a small
fee.)
The program will try to print out a file even if a printer
is offline (OFF) or non-existent. The program will be
suspended until the printer is put on-line.
If you try to print a file to a disk, no error checking is
done to make sure that there is enough disk space. This may
result in only part of a file being copied. (This is
corrected in version 2.61).
Every effort has been made to avoid the problem of "snow"
on screens that are connected to a CGA card. Although the
amount of snow has been minimized in this version it has not
been completely eliminated. Hopefully in future updates this
problem will be solved.
REQUIREMENTS:
An IBM PC/XT or 100% compatible, MS-DOS 2.1 or higher, and
at least 256K of memory (more memory is required for larger
portfolios). A hard disk is recommended. A CGA card
(any other type of color graphics card SHOULD work) is
required to display the graphs, and a printer is required to
print out the charts.
OTHER SOFTWARE AVAILABLE FROM THIS AUTHOR:
DIRECTory v1.2 - Disk Menu/DOS Shell program.
GET-IT v1.2 - Ascii file parser.
READ THIS:
Feel free to copy and distribute unmodified versions of
this software. Please remember that this is SHAREWARE. If
you continue to use this program you are expected to
register your version even if you choose not to purchase
MONEY v2.61.
DISCLAIMER:
IN NO EVENT WILL THE AUTHOR OF THIS SOFTWARE BE LIABLE TO
YOU FOR ANY DAMAGES, INCLUDING BUT NOT LIMITED TO LOSS
PROFITS, LOST SAVINGS, OR ANY OTHER INCIDENTAL OR
CONSEQUENTIAL DAMAGES ARISING OUT OF THE USE OR INABILITY TO
USE THIS SOFTWARE.
THIS SOFTWARE IS BEING DISTRIBUTED ON AN "AS-IS" BASIS
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WITHOUT WARRANTY OF ANY KIND, EITHER EXPRESSED OR IMPLIED,
INCLUDING BUT NOT LIMITED TO THE IMPLIED WARRANTIES OF
MERCHANTABILITY AND FITNESS FOR A PARTICULAR PURPOSE. IF
THE PROGRAM SHOULD PROVE TO BE DEFECTIVE, YOU (AND NOT
THE AUTHOR) ASSUME THE ENTIRE COST OF ALL NECESSARY
SERVICING, REPAIR, OR CORRECTION.
SOME STATES DO NOT PROVIDE FOR THE LIMITATION OR EXCLUSION
OF IMPLIED WARRANTIES OR LIMITATIONS OR EXCLUSIONS OF
LIABILITY FOR INCIDENTAL OR CONSEQUENTIAL DAMAGES SO
THE ABOVE LIMITATIONS OR EXCLUSIONS MAY NOT APPLY TO YOU.
