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MUT.HLP
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Clarion Help
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1990-05-26
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14KB
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262 lines
RATE = yearly or monthly interest rate
= future value of investment
= present value of investment
TERM = number of year or months
Enter three out of the four values and the answer to the blank field (0.0)
will be shown in the right column.
This calculator can be used to determine annualized 5 year or 10 year
rate of returns when you know the total returns for these periods.
Example 1: Fund literature states that $1
invested 5 years ago would have
grown to $2485.67.
RATE = to be calculated; leave entry field at 0.0
answer = 19.97%
= $2485.67
TERM =
Example 2: Fund literature states that 10 year total return = 290.70 %
RATE = to be calculated; leave entry field at 0.0
answer = 14.60 %
= $ 100.00 (initial investment = 100 %)
= $ 390.70 (initial investment of 100 % + 290.70 % gain)
TERM =
Esc to continue
tF2.HLP
7Page Up for Previous
Editing Keys
Action
or Enter
Moves to next field and accepts text or data in field
or Esc
Moves to previous field & aborts any changes to that field
Moves to beginning of text in field
Moves to end of text in field
Backspace
Deletes one character of text in field - right to left
Delete
Deletes one character of text in field - left to right
Moves cursor one character to the right or left in field
Ctrl_Enter
Holding down the Ctrl key and pressing the Enter Key
Accepts all entries & returns to view screen
Ctlr_Esc
Holding down the Ctrl key and pressing the Esc key
Returns to view screen with no changes
Esc to continue
Press Page Down or Enter for more
F3.HLP
The Name field is required and may not be left blank. Fill in the remaining
fields for which you have data. Collect performance data from a source you
feel is reliable and up to date; such as you favorite news letter, other
periodicals, fund literature or data that you keep on your own. If you don't
have data for a specific period leave that field blank.
Field Name
Description
Name
Mutual fund name or stock name
Symbol
Mutual fund or stock symbol
Four Week
Four week performance; total percentage gain for the past 4 wks.
Four Month
Four month performance; total percentage gain for the past 4 mo.
One Year
One year total return in percent.
Five Year
Five year annualized percentage gain.
Ten Year
Ten year annualized percentage gain.
Combined Rtg Calculated based on data entered in the above five time periods.
Last Update Shows the last data new data was entered for this fund or stock
Today
Today's date will be time stamped into the last update field
when you enter new data. If you just viewing the data press
Ctrl_Esc to leave the form and avoid a new time stamp.
Hold down Ctrl and press C to use the Rate of Return calculator
Esc to continue
Page Up for previous
Press Page Down or Enter for more
orF4.HLP
Notes for entering numbers
Page Up for previous
Numbers are entered with the sign entered after the number; similar to
the way used on many desk top calculators.
Examples:
20.5% is entered as 20.5+
-15.4% is entered as 15.4-
Positive numbers can also be entered by typing in the number followed by the
Enter key or by pressing cursor down. Negative numbers must be entered by
typing in the number first followed by the - (minus sign).
Remember that cursor up or Esc aborts any changes that you start to type in
a field.
When you have completed your changes press Enter from the last field on the
form or press Ctrl_Enter from any position to accept all changes and return
to the view screens. Note:If you started to type changes in one of the
fields you must press one of the field accept data keys (+ -
or Enter)
before you press Ctrl_Enter to accept all data on the form.
Esc to continue
Press Page Down or Enter for more
F5.HLP
The Combined Performance Calculations
Page Up for previous
This field is updated each time any changes are made to any of the entered
performance data fields.
Three formulas are used as follows:
If the ten year and five year input fields are both blank or set to zero;
Combined = (4wk*13 + 4mo*3 + 1yr)
If the ten year field is blank or zero and the five year is not zero;
Combined = (4wk*13 + 4mo*3 + 1yr + 5yr*5)
If the ten year field is not zero;
Combined = (4wk*13 + 4mo*3 + 1yr + 5yr*5 + 10yr*10)
Page Down for more
The combined rating field was designed to give more weight to current
performance by projecting the 4 week and 4 month gains forward for a year.
You may enter data for time periods that are slightly different than those
provided in the program and still get good results. The combined performance
won't calculate exactly as designed, but should still give you a good
indicator of the funds relative overall performances.
Suggestions from you for other combined performance calculations are
welcomed and will be considered in future upgrades.
Soft Key Systems also builds custom designed programs to meet your specific
needs. Please write for a cost estimate. When writing try to be as specific
as possible on entry fields and calculations required.
Esc to continue
)Page Up for previous
F1.HLP
All of the data for one fund or stock is entered, changed or deleted from
this form. This form is accessed from any of the viewing screens by pressing
one of three keys. A message at the top of the screen lets you know what
mode you have chosen:
Key Pressed
on View Screen Message on Form Screen
Action
Ins(insert)
Record will be Added
A blank form is presented for
*adding a new fund or stock.
Enter
Record will be Changed
A fund that you had entered before
*will be shown allowing you to
*view data or make changes.
Del(delete)
Press Enter to Delete
Press ENTER or CTRL_ENTER to delete
*the fund. Press ESC for no change.
Press Esc to continue
Press Page Down or Enter for more
We highly recommend that you make backup copies of your data files at
least once a week or more often depending on the amount of new data
you have entered. Backup copies are made while in DOS - not while
running this program.
Floppy users - use the DISKCOPY command to make an exact copy of your
data disk. Refer to your DOS manual if you need help.
At the prompt type
diskcopy a: a: or
diskcopy b: b:
Hard Drive users - use the copy command to copy all files that have a
.dat .k?? and .mem suffix to a floppy disk.
at the prompt type
cd\cdm
copy *.dat a:
copy *.k?? a:
copy *.mem a:
The sample data included in this demo is believed to be correct at the time
it was entered, however SKS shall bear no liability for errors or omissions.
Esc to continue
%Page Up for previous
eM1.HLP
Mutual Fund Scorecard is completely menu driven and very easy to operate.
Menu choices are made by highlighting the desired selection and
pressing ENTER. The following keys can be used to move the pointer:
TAB SHIFT-TAB or the first letter of the selection.
Main Menu Selections
VIEW ADD CHANGE ENTRIES: This choice allows you to display fund & stock
data on the screen sorted in a variety of ways. From the viewing screens
you may add new funds, change entered data, or delete funds.
PRINT REPORTS: This choice allows you to print listings of fund and stock
performance sorted or grouped in a variety of ways.
QUIT: On the MAIN MENU exits program. On sub menus returns to previous
menu. You may also use the Escape Key (Esc) for this purpose.
Soft Key Systems will be glad to answer any technical questions on the use
of this program. However, we are not financial advisors and can not answer
any questions you may have on choosing investments.
Press Esc to return to menu
Press Page Down or Enter for more
Make sure your paper is at the top of form and your printer is on line.
Printing will begin as soon as you press Enter on one of the selections.
The selections indicate how your reports will be grouped or sorted. All
performance data is listed in each report.
Print by Options
Layout of Report
Name
Listed alphabetically by fund name
Symbol
Listed alphabetically by symbol name
Four Week Gain
Ranked in order of 4 week performance (best to worst)
Four Month Gain
Ranked in order of 4 month performance (best to worst)
One Year Gain
Ranked in order of 1 year performance (best to worst)
Five Year Gain
Ranked in order of 5 year performance (best to worst)
Ten Year Gain
Ranked in order of 10 year performance (best to worst)
Combined Rating
Ranked in order of the calculated combined performance
(best to worst)
Esc to continue
Press the Insert(Ins) key at any point on the viewing screens to add a
new fund or stock. A blank form will be displayed to enter new data.
Pressing the Enter key on a highlighted selection will allow you to
view or make changes for that fund.
Pressing the Delete key on a highlighted selection will allow you to
delete all information for that fund. The program will first show you
the information on that fund and you will have to press Enter to confirm
that you really want to delete that fund. Press the Escape(Esc) key if
you decide you don't want to delete that fund.
Depending on which option you chose from the menu - the view screens
show the funds in alphabetical order by name or symbol or show the funds
ranked in order from best to worst performance for the time period
selected. There is also an option to show which data has not been
updated recently.
Press Esc to continue
Press Page Up for previous
cV1.HLP
The view screens let you quickly find data on any fund you have entered.
From any of the view screens you may also add new funds or stocks, select
and make changes to existing information, or completely delete a fund.
A locator tool (small blinking cursor) is provided on the view by name and
symbol screens. Type in the first few characters of the name(or symbol on
the symbol screen) and the pointer will move to that item. Use the
backspace key to erase any typed characters before typing something new.
You may also use the following keys to move the pointer:
Key
Action
Moves up or down one
Page Up Page Down
Moves up or down one group
Ctrl_Page_Up
Moves to top of list
hold down ctrl key
and press page up
Ctrl_Page_Down
Moves to bottom of list
hold down ctrl key
and press page down
Press Esc to continue
Press Page Down or Enter for more
CALC
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FORM.HLP
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MENU.HLP2
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