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WHATS.NEW
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1990-12-08
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**************************************************************************
* STOCK PORTFOLIO RECORD MANAGER from Gellman Software *
* History of Recent Versions *
*************************************************************************
VERSION 3.2 December 1990
(Thanks to Phil Welty, NJG, and others for suggestions.)
-- Major revision. A new transaction for cash dividends received has
been added. This permits users to track dividends and obtain reports.
A number of conforming changes have been made throughout the program.
The field for the amount of the dividend is highlighted on the data
entry screen. It appears where the PROFIT/LOSS field is for other
transactions. The documentation has been revised, and users may want
to read the details of the new transaction and the new reports.
-- The report menu has been modified. There are now only three main
menu entries: Portfolio Reports, Transaction Reports, and Dividend
Reports. Each category has a submenu. The Dividend Reports are new,
and there are four different reports: one screen summary and three
different printed reports. No other reports have been added.
Dividend transaction only appear in dividend reports and not in
transaction reports.
-- Titles for almost all printed reports can now be supplied by the
user. Some reports that had titles that were 2-4 lines in length now
have a one line user-supplied titles. The amount of data that will
fit on a page has been adjusted accordingly.
-- The printing of report titles has been shifted so that it occurs
later in the report generating process. This avoids printing of a
title in the event that printing is aborted early enough in the
process. Previously, the title was printed well before any data.
-- A new delete log function has been added. It is now possible to
delete multiple dividend transactions and enter data transactions at
once. This may be done for any period for a single stock or for all
stocks. This permits outdated dividend transactions or prices to be
removed easily in one operation.
-- Log displays for ENTER DATA transactions have been revised so that
fields not used are not displayed. DIVIDEND transactions follow a
similar pattern.
-- The short log display used to show the cost or basis to four
decimal places. The display now shows the cost or basis to two
decimal places. This avoids meaningless precision.
-- After changing a main stock file, you are now left at the select
stock file screen so that you may select another stock to change
without going back to the main menu. This facilitates changing
several main files at the same time. To return to the menu from the
select stock file screen, just hit escape.
-- A subtle error that permitted duplicate stock symbols in two
extremely unlikely circumstances (not worth explaining here) has been
identified and corrected. No user reported the problem.
VERSION 3.1 Never released to the public
VERSION 3.0 June 1990
(Thanks to Phil Welty, Jeff Donovan, Henry Bell, Rob Veeder
and others for assistance and suggestions.)
-- Major revision. Addition of full screen editing capability.
Standard editing keys operational in input fields. This change
required considerable internal reorganization and revision of all user
input screens.
-- The program is now shareware. The registration price is $25.00.
-- Stock symbols are now checked to see if they match file names
reserved by DOS for other purposes.
-- The first line of the printed portfolio report can now be user
supplied.
-- Documentation revised to reflect new features and the change
from freeware to shareware. Appendix 3 (history of recent versions)
removed and placed in separate file called WHATS.NEW.
-- The fields for dividend rate broadened to allow for eight
digits, four digits on each side of the decimal point. This allows
dividends from $9999. to $0.0001. WARNING: since the rate is stored
as a single precision number, it will not be accurate beyond seven
digits. If you enter a dividend rate with four digits on each side of
the decimal point, accuracy will not be precise. This should not be a
problem since a dividend rate is not likely to be both in the
thousands and ten-thousandths.
-- When entering a stock or a log, hitting the ESCAPE key now aborts
input even when in the middle of a field. Before, the ESCAPE key only
aborted when it was the first key in a field.
-- When printing a complete stock file, the heading on the pages
after the first has been changed from a three line heading to a one
line heading. The result is to allow room for printing an extra log
most of the time.
-- The internal line counter for the transaction listing has been
modified. The result is more accurate form feeds, especially on
listings of stock sales. Use of form feeds has been sharpened to
avoid unnecessary blank lines.
-- A title has been added to the total line on listings of stock
sales. Totals for proceeds and profit/loss which formerly appeared
only on stock sale listings now appear on transaction listings too.
-- The number of the new log entry now appears in the upper left
corner of the log entry screen.
-- The screen and print versions of the main stock file now include
the annual cash dividend (dividend rate times number of shares). The
printed version makes room for the number by putting the stock symbol
on the title line, moving the number of logs in place of the stock
symbol, and adding the cash dividend. The print date now appears on
the left of the title line.
-- When ordering printing of a complete file for one stock, the
printing is completed and the list of stocks reappears so that another
stock can be printed if desired. You must now hit ESCAPE to return to
the menu. Previously, you were returned to the menu directly after
printing.
-- The main menu option to select printer now indicates whether the
current printer is IBM or HP.
VERSION 2.4 March 1990
(Thanks to Don Avila and NJG for suggestions.)
-- Most printed reports and displays are slightly modified. Decimal
points are now generally aligned vertically, and dollar signs now
float next to the first digit rather than a space away. The decimal
alignment is not changed on complete file printouts.
-- The dividend rate now shows four numbers to the right of the
decimal point.
-- After a new transaction is entered, you may go directly to a
display of the main stock file by hitting the ESCAPE key. This
enables you to see the effect of the new transaction on your holdings
without using the menu.
-- On the log display summary, you now hit ESCAPE to see the main
stock file rather than M.
-- The change log and delete log procedures are modified so that an
erroneous number is properly erased after the error message.
-- The program now allows references to log numbers higher than 999.
-- If the log display selection requires more than one screen, the
message at the bottom of all screens but the last is changed.
-- Most of the messages that appear in the lower box during the
entry of a transaction have been revised. One notable addition is
the display of the net proceeds for sales. Also, the transaction
numbers are now highlighted in the box.
-- A stop print option is offered for print requests that require more
than one page. The response is neither immediate nor perfect, but it
works reasonably well.
-- When entering the date for a dividend, the program prompts for a
date in the form MM/DD. The documentation erroneously asked for this
date to be in the form MM/YY. The documentation is now correct.
-- Version 2.3 failed to handle dates before 1910 properly. The
dates were stored and used correctly internally, but the dates were
garbled on displays and printouts. The original documentation for
version 2.4 failed to include any explanation of this correction.
***END OF WHATS.NEW***