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PFROI.HLP
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1990-09-15
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*
0 PFROI ("PortFolio Return On Investment") is an investment portfolio
0 management program designed to allow the user to maintain continuous
0 and contiguous records of all portfolio transactions, keep track of
0 investment cost bases for tax purposes, and to calculate portfolio
0 performance using the internal rate of return method of return on
0 investment ("ROI") calculation. PFROI additionally generates numerous
0 user-configurable reports, including graphics displays designed to
0 operate on CGA, EGA, VGA, and Hercules-type display systems.
0
0 PFROI uses two types of menu systems to enable the user to manuever
0 through the program. The first is a standard full-screen menu from
0 which a selection is made by keying a character at the ">" prompt.
0 The second type of menu system is an "Alt-Command" menu system. In this
0 system the available commands are displayed on a single line in mnemonic
0 form. The user executes the command by depressing the "Alt" key in
0 combination with the letter key corresponding to the selected command.
0
0 PFROI additionally uses the "Esc", "Arrow", "Page", "Ins", "Del", "Home"
0 and "End" keys plus some "Control-Key" combinations to perform editting
0 and screen manuevering functions.
*
0 The following commands function much the same throughout the program:
0
0 Esc - Returns to the previous screen or aborts an operation
0 Arws - "Arrow" keys on number keypad move the cursor
0 PgUp - Pages upward (backward) a page of data at a time
0 PgDn - Pages downward (forward) a page of data at a time
0 ^PgUp - ("Ctrl" + "PgUp") Moves to start of data
0 ^PgDn - Moves to end of data
0 Ins - Inserts new record (Ctl+F5 duplicates record)
0 Del - Deletes current record (Ctl+F10 bypasses prompt message)
0 Home - Moves cursor to beginning of field, initiates field edit
0 End - Moves cursor to end of field, initiates field edit
0 ^Y - ("Ctrl"+"Y") Clears field
0 ^G - ("Ctrl"+"G") Deletes next word in field
0 Alt+F - File save, load and directory function sub-menu.
0 Alt+H - Displays help screen (or "F1" key)
0 Alt+P - Prints out data, "LPT1" is the default output device. If a
0 filename is used, a disk text file is created. If a ".WKS" file
0 extension is used, a Lotus readable ".WKS" file is created.
0 Output to "SCRN" enables output to be viewed on screen.
0
0 Other "Alt" commands vary functions depending upon the active screen.
*
0 PFROI MENU
0
0 Load Portfolio - Loads file specified, and then returns to main menu
0 with filename displayed in header. If specified file contains
0 non-portfolio records, file will be renamed to "XXXXXXXX.ZZZ"
0 to protect agains inadvertant corruption of non-portfolio files.
0
0 Transactions - Enters transaction module. This module is where "Buy",
0 "Sell", "Dividend", etc., activity is entered into your portfolio.
0
0 Valuations - Enters valuation module. The valuation module screen
0 indicates the dates for which portfolio position records have been
0 computed. Existing positions can be reviewed using the "Review"
0 (Alt+R) command. New positions may be added or existing positions
0 recomputed by using the "Create" (Alt+C) command.
0
0 Performance - Enters Return On Investment (ROI) computation module.
0 ROI "Start" and "End" dates should be existing valuation dates.
0
0 Reports - Enters report module. Many reports require a "Close Date"
0 which must be the date of an existing valuation.
*
0 PFROI MENU (Cont'd)
0
0 Client Group - Enters module for maintaining a list of portfolios being
0 managed. "Batch" valuations must be initiated from this module
0 and operate only on portfolios files listed in the currently
0 loaded client group file.
0
0 Auxiliaries - Access point for supporting records:
0 Portfolio Configuration
0 Tax Rate Records
0 Target Prices
0 Master Security List
0 Price History Records
0 Distribution Records (Captool Only)
0 Currency Exchange Rate Records (Captool-Global Only)
0
0 Configure - Configuration menu for CAPTOOL/PFROI operating parameters.
0
0 Utilities - Accesses sub-programs which perform "merge", "archive",
0 "symbol change" and other functions.
*
1 Transaction "Alt" Menu
1
1 Alt+S - "Sorts" transactions by date.
1 Alt+A - accesses "Auxiliary" records menu.
1 Alt+M - toggles "Mask". Isolates transactions by "TAC", "Symbol" and "L#"
1 depending on which field in which cursor resides. Clear the mask
1 by toggling Alt+M a second time while the cursor is in the field.
1 Alt+D - toggles Display formats ("Est. Tax", "Cost/Unit", "Com/Fees")
1 Alt+C - various functions depending on field in which executed:
1 Descrip: Imports discription from master list
1 Amount : Calcs accrued interest for AMT, ACR & PIN transactions
1 (see user manual for details)
1 Est tax: Calcs estimated taxes from current year forward
1 Alt+K - "seeK" record with next occurance of Symbol specified
1 Alt+T - "subTotals" a group of transactions. (toggle/move/toggle)
1 Alt+3 - "subtotals" quantity only transactions (signs adjusted)
1 Alt+4 - "subtotals" cash only transactions (signs adjusted)
1 Alt+I - Import transactions from text file (see manual for details)
1 Alt+B - displays cash Balance at current transaction
1 Alt+G - toggle auto-siGn (careful! should be "On" excepting rare cases)
1
*
1 Transaction Codes (TAC's)
1 DPF DePosit Funds CGD Capital Gains Distrib. (long)
1 WDF WithDraw Funds CGR Cap. Gains Dist. Reinvested
1 BUY BUY security CGW Cap. Gains Withdrawn
1 SLL SeLL security ROC Return Of Capital (credit cash)
1 SLS SelL Short RCR Return of Capital Reinvested
1 BYC BuY to cover RCW Return of Capital Withdrawn
1 IN+ INterest earned BRW BoRroW funds
1 IN- INterest paid RPY RePaY funds
1 DV+ DiVidend earned RNT ReNT earned
1 DV- DiVidend paid EXP cash EXPenses
1 SP+ Split credited DPR DePReciation
1 SP- Split debited RCV ReCieVe (e.g. from other portfolio)
1 INW Interest Withdrawn DLV DeLiVer (e.g. to other portfolio)
1 DVW Dividend Withdrawn FEE acct. mgmt. FEE ("FUI" for Fee UnInvest)
1 DRI Dividend ReInvested SCO/LCO Short/Long loss CarryOver
1 IRI Interest ReInvested SGD Short term cap. Gains Distrib.
1 BYD BuY + Deposit SGR Short term Gains distr. Reinvested
1 SLW SelL + Withdraw SGW Short term Gains distr. withdrawn
1 DST partnership DiSTrib PIN Phantom INterest
1 CBA Cost Base Ajustment AMT AMorTization of premium
1 IOB Interest On cash Bal ACR ACcRetion of discount (same as PIN)
*
1 Transaction Fields
1
1 Mo/Dy/Yr - Transaction Date
1 TAC - Transaction Code
1 Symbol - Security trade symbol
1 L# - Lot number
1 Descrip. - Security Description ("=C-" turns off cost cumul.)
1 Quantity - # Shares (decimal shrs ok)
1 Amount - net transaction value (include commis. & fees)
1 Est. Tax - Estimated Taxes (for ROI calcs)
1 Cost/Unit- Computed cost/unit (non-input field)
1 Com.Fees - Commissions or fees
1
1 Descrip. field may contain note of :
1 div/int rate : "@$2.65"
1 receive date/amt: "&&3/15/85 $2435.25" (RCV only)
1 maturity date : "##1/15/92"
1
*
2 Position "Alt" Menu
2
2 Alt+T - computes "sub-Totals" (Normally, S/T's are automatically computed
2 upon price entry. "T-" in Misc. Specs. supresses automatic S/T's)
2 Alt+A - accesses "Auxiliary" records menu.
2 Alt+D - Toggles to alternate "Displays".
2 Alt+R - Retrieves prices from price records.
2 Alt+S - Send prices to price records.
2 Alt+L - access data-Link to download price quotes into current screen.
2 Alt+M - Mask sub/totals.
2 Alt+G - display pie-chart Graphics. ("F-" in Misc. specs. suppresses "fill")
2 Alt+C - Currency exchange rate import (CT-Global, Display #5 only).
2 Alt+X - eXport to Master list from current position records.
2 Alt+I - Income forecast re-calculation. (Display #2 only, see manual)
2 Alt+U - (CAPTOOL Batch Only) Updates individual portfolio positions for
2 close date and values using prices from current batch position.
2 Alt+Y - Yield % & F/C Income recompute using master list specifications
2 Alt+! - Toggles price retrieval "Disable" flag. When set ("!" next to
2 symbol) DataLink skip record during price retrieval operations.
2
*
2 Position Fields
2
2 T - Security type
2 Symbol - Ticker symbol
2 Descript. - Security Description, "@$" for div/int rate, e.g. "@$1.25"
2 Position - Number of units held
2 Mkt Price - Market price on date of valuation
2 $ Value - Valuation at market price
2 $ Cost - Taxable Cost Basis of security
2 Gains - (Dspl #0) Unrealized gain or loss (in parentheses)
2 Val % - (Dspl #0) Percent of total portfolio
2 Gain % - (Dspl #1) Percent gain over taxable cost basis
2 $/Yr - (Dspl #2) Forecast income/yr (Qty * @$ in Master List Aux Descr.)
2 Yld % - (Dspl #2) Annual dividend or interest percent yield
2 $/U - (Dspl #3) Taxable cost basis per share or unit
2 Beta - (Dspl #3) Security static beta (from Master List record)
2 Accrued - (Dspl #4) Accrued interest (int. rate/dates spec'd in Mstr. List)
2
*
3 Portfolio/Batch Valuation "Alt" Menu
3
3 Alt+A - Accesses Auxiliary record menu.
3 Alt+C - Create valuation or re-compute valuation after transactions modi-
3 fied. Overwrites any valuation of same date but preserves prices.
3 Alt+R - Review existing valuation. Positions are NOT RECALCULATED
3 Alt+D - Delete existing valuation.
3 Alt+B - Set valuation "Base" date. Positions are computed starting with
3 the valuation on the base date and including all subsequent
3 transactions. Default base is day before first transaction.
3 Alt+G - Valuation Graphics (see manual for setting up printer)
3 Alt+M - Multiple valuation recalculation.
3 Alt+T - toggles Tax status. If Tax=On then Est. Tax computed on batch val.
3
3 Note 1: When prompted for Create, Review, Delete or Base date, Gray "+" &
3 "-" keys may be used to select dates from table.
3 Note 2: The valuation screen displays up to 64 valuation dates, however
3 more than 64 dates may be created. Use "PgUp", "PgDn" to view
3 these additional records.
3 Note 3: "*" indicates that price data is missing for the indicated date.
*
4
4
*
5 ROI Computation
5
5 To compute ROI, set the "Mask" record, then execute the "Alt+R" command
5 to initiate the ROI calculation:
5
5 Start Date - ROI initiation date (should be a valuation date).
5 End Date - ROI termination date (should be a valuation date).
5 Symb Mask - Specifies symbol of security to be computed. Setting
5 of "*ALL*****" computes ROI of entire portfolio.
5 T - Specifies security type. If blank then all types used.
5 SIC - Specifies industry code as specified in master list.
5 If blank then all types used.
5 Twt - "Time Weighted". If "On" a time-weighted ROI is computed.
5 Pf Mask - Specifies portfolio to be used (CAPTOOL only). Default is
5 current portfolio. DOS "wildcard" symbols "*" & "?" for
5 multiple portfolios, e.g. "*.*" computes all portfolios.
5 Csh - Currency symbol mask. (CAPTOOL-Global only)
5
5 "Beta" output is of portfolio or security relative to the market index.
5 No beta is displayed if Twt=Off or ROI covers fewer than 12 valuations.
5 "Alt+C" clears the ROI "mask" record, setting Symb. Mask back to "ALL"
*
6 Portfolio Tax Rate Fields
6
6 Mo/Dy/Yr - Date new rates become effective.
6 Hld Prd - Hold period (months) req'd for long term cap. gains.
6 (Use 999 or greater for no long term treatment.)
6 CGRate - Long term capital gains rate (0 .. 1.0 allowed)
6 (Use 1.0 for no long term C.G.)
6 Max Loss - Maximum capital loss deductible from ord. income
6 Tax Rate - Portfolio marginal tax rate (0 .. 1.0)
6 Lng/Sht - Long to Short term weighting ratio
6 Index - Annual price index used to adjust cost bases up for inflation.
6 This is only used if portfolio C.G. Indexing="On"
*
7 Accounts Fields (Use "Home"/"End" keys to initiate edit) :
7
7 Account Name - Name & Address (\= separator, < > = salutation)
7 Phone Number - For auto dial, requires modem
7 Portfolio File - File specification (must be legal DOS filename, i.e. max.
7 8 char. prefix and max. 3 char. extension).
7 Acct. Number - For reports
7 Tax ID Number - For reports
7 Note Field - Hidden field (Use Alt+N to access)
7
7 Client Group "Alt" Menu
7
7 Alt+P - "Prints" records, labels & mail merge (see manual for details)
7 Alt+S - "Sort" by Zip, Acct. #, or Portfolio Filename
7 Alt+D - (or F9 key) Auto dial current client
7 Alt+K - "seeK" record containing key word or key word combination
7 Alt+N - Display Note field for editing
7 Alt+G - "Get" (Load) portfolio indicated in current screen
7 Alt+B - enter "Batch" Valuations module (Captool only)
7
*
8 Master Security List ("Master List")
8
8 The Master Security List is used to store information about a security
8 so it can be automatically or optionally drawn upon by PFROI when it
8 performs computations or generates reports. Fields are used as follows:
8
8 SYMBOL - Used to uniquely identify security.
8
8 Aux. Description - Extended description, may be used to indicate interest
8 & dividend rates and dates and bond maturity dates and redemption prices
8 as in the following examples:
8
8 "@@2/15*4@$5.32" - indicates that a $5.32 annual dividend or interest
8 is paid in 4 quarterly installments (the "*4" indicates this), with
8 the first payment of the calendar year on 2/15.
8
8 "##10/15/94#$100" - indicates that a bond matures on 10/15/94 at a par
8 price of $100/unit. If the price is omitted, 100 is the default.
8
8 Cusip - Security "Cusip" number which may be used in lieu of "Symbol"
8 for price retrieval.
*
8 Master Sec. List (cont'd)
8
8 T - Security type. This value will be automatically imported onto
8 position screens when the "Create" valuation command is executed.
8
8 SIC - Industry code. Use first two chararcters of federal "SIC" code.
8
8 "$" - "Cash symbol". Uses to indicate the base denomination of security
8 in multiple currency portfolio.
8
8 Beta- This value will be automatically imported onto position screens
8 when the "Create" valuation command is executed.
8
*
8 Master Sec. List "Alt" Menu
8
8 Alt+S - Sort by symbol, cusip and/or type.
8 Alt+K - seeK record with specified symbol.
8 Alt+D - accesses Distribution records
8 Alt+T - accesses group Type specification records.
8 Alt+! - toggles quote retrieval suppression (! next to symbol indicates
8 quote retrieval suppression is active.
8 Alt+# - toggles quote retrieval by CUSIP # in lieu of symbol. (# next to
8 symbol indicates CUSIP quote retrieval is active.
8 Alt+* - toggles suppression of import to price record on Ctrl+F6 cmd
8 (* next to symbol indicates import to price record is suppressed)
*
9 Distribution Records
9
9 Distribution records are used to automatically insert transaction records
9 for dividends, interests and splits when valuations positions are
9 generated using the "Create" valuation command.
9
9 Mx/Dx/Yx - Ex-Date (date of record) of Distribution
9 Mo/Dy/Yr - Actual Receipt Date of Distribution
9 TAC - Distribution transaction code (SP+, DV+, IN+, CGD, SGD, ROC)
9 Qty/Shr - Quantity of Shares per Share (use for splits)
9 Dist/Shr - Amount per share (use for dividends & interest)
9 Price - Share price at date of distribution
9
9 Note: If the "Re-invest" switch in the "target price" records is set
9 cash distributions will be converted to "reinvest" transactions.
9
*
A Price Limit Records
A
A Price Limit records specify both low and high target prices for a
A security. If the valuation price falls below the low price or exceeds
A the high price an asterisk "*" will appear on the position screen
A adjacent to the price field for the security.
A
A The "Distrib" switch in the Limit Price record is used to signify
A that automatic distribution records should be converted to "Withdraw
A cash", "Credit Cash", or "Reinvestment" transaction codes. Toggle
A this switch with the "Alt+D" command.
A
A Price Limit Records are local to each portfolio.
A
*
B Portfolio Configurations
B
B The Portfolio Configuration Record allow each portfolio file to be
B individually configured for the following parameters:
B
B Fiscal Year - Date of fiscal year end
B Tax Adj - Forces generation of year-end tax adjustment entry.
B Loss Carryover- Forces generation of year-end loss carryover entry.
B C.G. Indexing - Enables capital gains inflation indexing.
B Client Rpts - Specifies reports to be included in client report,
B e.g. "ABEMJKLRSNOWX[". Note: Including "[" in spec.
B shifts account title to right.
B Val. Base - "Last"=Last previous valuation date.
B "First"=One day prior to first transaction date.
B Distribution - Enables automatic insertion of distribution transactions.
B Twtd ROI/Beta - Enables time weighted ROI and beta computation.
B Beta Index - Specifies Index to be used for beta calculation.
B Index - Specifies symbol & description for indices
B
B See user manual for more details.
*
C CAPTOOL Configurations
C
C Global configurations apply across all portfolios unless overridden
C by local configuration specifications.
C
C Work File Path - Specifies disk drive/directory to be used for temporary
C storage/retrieval of records when DOS base RAM memory is
C full. Fastest operation is achieved with RAM disk.
C System Mhz - Specifies system speed in Mhz. Is used pricipally in
C communication timing delays.
C System Sound - Enables/Disables prompt "beep".
C Mono HiVideo - Sets "Hi" & "Reverse" video for monochrome displays.
C Block Cursor - Enables Block cursor for LCD displays.
C File Backup - Enables/Disables creation of "$" backup files.
C Decimal Type - Either "." or "," decimal notation.
C Amt Dcmls - Decimal places (0..4) displayed for "Amount" values.
C Currency Symb - Symbol of base currency used in portfolio.
C Date Format - Date display format (Mo/Dy/Yr, Dy-Mo-Yr, Yr.Mo.Dy)
C The configurable default input period is 1951-2050;
C
*
C PFROI Configurations
C
C The PFROI Configurations contain the default configuration to which a
C portfolio file is set when it is created as a new file.
C
C Fiscal Year - Date of fiscal year end
C Tax Adj - Forces generation of year-end tax adjustment entry.
C Loss Carryover- Forces generation of year-end loss carryover entry.
C C.G. Indexing - Enables capital gains inflation indexing.
C Client Rpts - Specifies reports to be included in client report.
C Val. Base - "Last"=Last previous valuation date.
C "First"=One day prior to first transaction date.
C Distribution - Enables automatic insertion of distribution transactions.
C Twtd ROI/Beta - Enables time weighted ROI and beta computation.
C Beta Index - Specifies Index to be used for beta calculation.
C Misc. Specs - Misc. "Switches" (see manual)
C Index - Specifies symbol & description for indices
C
C See user manual for more details.
C
*
C PFROI Misc. Specs
C
C Operative Miscellaneous specs on the PFROI "Configure" menu are:
C
C F- : Suppress "fill" of allocation plot (CGA & Herc never fill)
C T- : Disables automatic Sub-Totaling on position screen
C C- : Disables automatic override of portfolio configurations by PFROI
C configurations
C C+ : (in Portfolio Config record) protects indiv. portfolio config.
C from override by PFROI confg.
C S+ : "Send price" command on position screen overrides existing prices
C in price records.
C
*
D
D PFROI Reports
D
D Upon selection of a report from this menu the user is prompted for set-up
D specifications required for the selected report. Default values will
D generally be provided. "Base" & "End" dates should correspond to existing
D valuations. Vertical arrow keys may be used to select alternate dates.
D
D End/Close Date - Last date of the reporting period desired.
D Base/Start Date - Last date of preceding report period.
D Fiscal Year End - Used for tax and capital gains reports.
D Output Device - "LPT1" for printer port #1, "SCRN" for screen display,
D and any unused file name for disk text file output.
D If ".WKS" file extension is used, a Lotus-readable
D ".WKS" file is created.
D
D Note: Some reports are user customizable with respect to the fields which
D are printed. Depressing the "Ctrl" key plus report selection key
D will bring up the customization screen for a report.
D
*
E Auxiliary Records
E
E Auxiliary records contain portfolio supporting data other than
E transaction and position records.
E
E The following Aux. records are local to each portfolio and thus may
E be uniquely configured for each portfolio:
E
E Portfolio Configurations
E Tax Rate Table
E Limit Prices/Reinvestment specs.
E
E The remaining Aux. records apply to all portfolios.
E
*
F
F Report Customization
F
F The report customization screen displays fields available to the user with
F each field labeled with a letter "A"-"Z". Some fields may be similar to
F others but be of longer length, e.g. " Description " vs. "Descrip".
F
F The letter sequence in the "Cur. Spec." determines which fields and in
F what order they will appear in the report. The "Cur. Spec." may be
F modified by making an entry in the "New Spec.".
F
F Report output is truncated to the maximum output columns specified in the
F printer set-up specifications.
F
*
G Group Specifications
G
G Group Specification records are used to assign a descriptive label
G to each group type. This descriptive label is used on the sub-total
G records on portfolio "Position" screens.
G
*
H Market Indices
H
H Up to seven market indices may be specified. Indexes with non-blank
H symbol fields will be displayed on "Position" screens and if priced
H will have ROI computed/displayed on the ROI report.
H
H The "Beta" index is the index against which portfolio beta is computed.
H
*
I PFROI Utilities
I
I Merge - Combines multiple portfolio files into a single portfolio file.
I
I Change Symbol - Changes specified ticker symbol in specified portfolio
I to new ticker symbol. (Useful for corporate name changes).
I
I Archive - Removes records of closed out securities to a storage file
I so as to reduce the size of the current portfolio. Avoid using this
I function unless you have run out of computer memory.
I
I Create Demo - Creates a non-full-function version of CAPTOOL/PFROI labeled
I "Demo" which may be copied and passed on to others for trial use.
I
I Purchase Info. - Software pricing and order form.
I
I Non-English Report Labels (CAPTOOL Global) - Enables user translation of
I report headers & labels to non-English formats.
*
J DataLink "Alt" Menu
J
J Alt+E - Edit datalink records
J Alt+S - enter "Smart" terminal mode (automatically dials
J and logs on, then enters "manual" interactive mode)
J Alt+A - Automatically price security positions in current position,
J using current record AutoPrice specifications.
J Alt+C - Communication specifications menu
J Alt+D - Duplicates record (for further editing)
J Ctl+Home - Moves record to first position
J
*
J DataLink Log-On Specifications
J
J Service Name - Info only
J Phone <PH> - Phone # to reach service
J User ID <USR> - Your ID # with service
J Password <PW> - Your Password with service
J Com. Specs - Com#,Baud,Parity,Wordsize,StopBits
J E.g. COM1:1200,E,7,1
J Dial Sequence - Sequence to dial and connect with service
J Log On Seq. - Log on sequence
J Log Off Seq. - Log off sequence
J
J ^P = pause. ^R=<CR> ^W = Wait for following characters.
J Auto-price specs depend on service.
J
*
J
*
K Download Specification Records
K
K Download Specification Records are used to specify to the DataLink module
K how to request for a particular type of data and to enable it to interpret
K the data once it is received. The "T" (type) field identifies the type
K of specification, upon which the contents and interpretation of the
K "Specification" field depends.
K
K The first 3 records are of type "*", and in order are used as follows:
K
K 1) Main Service Request - Transmits the request for quote services.
K 2) Sub-Service Request - Transmits request for particular quote
K service. Subservice request is re-transmitted in order to get
K a prompt if the previous quote request failed.
K 3) Quote Request - Transmits the security ticker symbol, represented
K by "<SYM>", or security Cusip # (if applicable), represented by
K "<CSP>" in a request for a quote.
K
*
K Download Specifications (cont'd)
K
K The remaining record types ("A" through "Z", and " ") are used to interpret
K the quotes as they are received. In general, the type field represents
K the security "type" as defined in the "T" field of the destination record.
K (records without "type" field are assumed type nul or blank). Brackets
K "<>" are used to define variables which may be substituted in the quote
K request. The interpretation of specification components is as follows:
K
K <KW> - (Key Word) This is a series of characters (bracketed by double
K quotes) from which the position of the quote is determined.
K
K <PFX> - (Prefix) Used as a prefix for retrieving Dow Jones quotes.
K
K [POS] - Specifies position(s) of quotes to be retrieved. Position is
K counted in characters starting from end of the response line which
K contains the "Key Word". Exception: if a delimiter is specified
K by "( )" then the position count is counted in "words" as separated
K by delimiters (contiguous spaces are counted as a single delimiter).
K
*
L Communication Parameters
L
L Auto Log-On - When "On" executes Log-On specifications upon initiation
L of "Smart Terminal" mode.
L Max. Link Trys - Number of trys to connect when executing Log-On specs.
L Connect Wait - Max. wait for modem tone upon execution of Log-On specs.
L Receive Wait ^W - Max. wait time for response specified after "^W" in
L communication specs.
L Pause Delay ^P - Length of "Pause" upon occurance of "^P" in com. specs.
L CTS Check - Activates "Clear To Send" checking (default="off")
L DSR Check - Activates "Data Send Ready" checking (default="off")
L THR Check - Activates "Transmit Hold Register" check (def.="on")
L Transmit Pacing - Milli-seconds between character transmissions
L Auto Dial Port - COM Port for "Auto-Dial" from Accounts/Prospect module.
L Dial Sequence - Modem commands for "Auto-Dial" from A/P module.
L Hangup Sequence - Modem commands for "Auto-Dial" "Hang-Up" from A/P module.
L
L Note: "Auto-Quote" retrieval may fail to "Connect" or "Log-On" when using
L a fast PC unless the "System Mhz" in the main configuration is modified
L or "Connect" and "Receive" Wait and "Pause Delay" lengthed.
*
M Price History Records
M
M Price history records are a historical database of prices which may be
M drawn on by PFROI to price portfolios or used to plot price/volume trends
M and compute moving averages. Data may be manually entered, imported from
M an ASCII text file, or updated by downloading prices from a price data
M service using the DLINK module. Alt commands are as follows:
M
M Alt+S - Sort by date (and by symbol for same date)
M Alt+M - Mask by symbol, to isolate a particular security
M Alt+G - plot Graphics of price, volume & moving averages
M Alt+D - toggles "Description" field display on/off (off=faster scroll)
M Alt+L - accesses dLink communications for data download.
M Alt+I - Import data from ASCII comma delimited text file of format:
M mm/dd/yy, Symbol, Type, Volume, Open, High, Low, Close
M Alt+A - accesses Master Security List (Aux)
M Alt+Q - accesses list of Quote (price) files
M Alt+R - aRchives records from currently loaded price file.
M Alt+! - Toggles price retrieval "Disable" flag. When set ("!" next to
M symbol) DataLink skip record during price retrieval operations.
M
M The "Ctrl+F6" key will create a full set of new records dated the same
M date of the current record and with symbols drawn from the master list.
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