Short
Description
Contact
System Requirements
Limitations
Installation
Registration
Usage
Main Form
Shares
New
Details
Split
Statistics
Delete
Prices
Price
Input
Charts
New
Details
Draw
Portfolio Transactions
New
Details
Gain/Loss
Settings
PDepot-Info
What's coming up next?
History
PDepot is a Palm application for portfolio tracking. It features administration of shares, prices, portfolio transactions, charts and calculation of gains and losses. When hotsyncing your Palm, all data is backed up on the desktop pc.
The new version 0.5 not only brings an English program version but also a lot of new features.
The current version 0.5 is freeware and the complete package (PDepot05.zip) (including the documentation) may be (but only unchanged!) freely (without commercial intentions) distributed and used.
I will not be responsible for any damages or data losses caused by PDepot.
Please send any comments, bug reports, etc. to me (Juergen Schwarz) by e-mail PDepot@gmx.de
This program is my first Palm application, so please don't be too harsh when anything doesn't work as expected. I'm using PDepot myself and will keep on developing. By maybe sometimes PDepot will become shareware.
PDepot was successfully tested with the following Palms and OS versions:
The 'raw' PDepot uses about 50kB of Palm memory. The memory footprint increases when entering data such as prices, shares, etc.
Please send any comments running PDepot on other Palm/OS versions to me.
The archive 'PDepot05.zip' contains the following files:
PDepot.prc | The PDepot Palm application (German version) |
PDepot_e.prc | The PDepot application (English version) |
PDepotPortfolio.pdb | Sample portfolio |
PDepotPrice-9687.pdb | Sample price database |
PDepotShares.pdb | Sample shares database |
PDepotCharts.pdb | Sample charts |
Manual | This directory contains the user manual (German version) |
Manual_e | The user manual (English version) |
The sample databases (*.pdb) contain data for a portfolio with one share, some prices and one chart. If you do not need this data, install only the file 'PDepot.prc' using the Palm installation tool. The sample data can also be deleted from within the PDepot application.
CAUTION, IMPORTANT: If you have already entered your own data in PDepot do not attempt to install the sample databases because this would destroy all your data!
Version 0.5 of PDepot is fully compatible with older versions, so just install PDepot_e.prc on your palm to keep all your data.
Well, it's not really a registration as PDepot is freeware. But I would appreciate your mail if you use PDepot, simply to learn how many people are using it. As a return I will send you a new PDepot version when available (please tell me if you dont want that).
All program functions are selected by using the Depot main form's menu bar or the corresponding icons.
Use the form 'Shares' to enter share data.
The displayed shares are sorted alphatbetically by the short name.
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Delete | Deletes the selected share. Important: A share can only be deleted when no chart or portfolio transaction exist for that share. The corresponding price database is deleted with the share. |
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Details | Shows detailed info for the share |
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New | Inserts a new share record |
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Split | Performs a share split |
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Ok | Closes the form |
Short: | Short name of the share |
Name: | Name of the share |
Ticker symbol : | Ticker symbol of the share |
Type: |
Type of the share. The following types are available:
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Input price : | When this option is selected, the share is displayed in the "Price Input" form. This can be used to exclude a share from price input temporarily without having to delete it. |
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Save data and close form |
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Cancel without saving |
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No function if new share created |
Remark: The input for name., short name and ticker symbol don't have to be unique. But it is recommended nbot to use the same short name for different shares as the short name is displayed in many lists of PDepot.
Used to display and chage the data of a share. It uses the same form as for creating a new share (Exception: Button 'Statistics').
Performs a split for the selected share.
Split date: | Date of the split. |
Split ration: | Select the split ration |
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Performs the split for the selected share and closes the form |
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Don't split |
All share prices and portfolio transactions for the selected share before the split date are recalculated.
Examplel: At 12.6.2000 a split is performed at a ration of 1 old to 2 new shares. The price of the share at 11.6.2000 is $20.00. At 5.6.2000 10 share are bought at a price of $18,00. After the split the data has been calculated as follows:
Price at 11.6.2000:
$10,00
Buy: 20 shares at 5.6.2000 for $9,00
Shows the statistics for the selectedshare.
Number fo records: | Number of price records for the share |
ID: | Internal ID number |
Oldest: | Date of the oldest price record |
Newest: | Date of the newest price record |
Max.: | Highest price of the share |
Min.: | Lowest price of the share |
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Delete prices |
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Close form |
Deletes price records for the selected share and for a certain date range. Used to free memory when old prices are no longer needed.
From date : | Beginning of date range from where prices are to be deleted (inclusive). Default value is the date of the oldest price record. |
To date : | End of date range from where prices are to be deleted (inclusive). Default value is the date of the newest price record. |
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Cancel wothout deleting |
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Delete now |
Das Formular 'Kurseingabe' ermöglicht (logischerweise) die Eingabe von Kursen.
Date: | Date for that a price should be entered |
Record: | Record number . |
Share: | Share for which the price should be entered. By tapping on the share a list pops up and another share can be selected. |
Ticker symbol: | Ticker symbol of the share |
Name: | Name of the share |
Price: | Input field for the share price. |
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Save price and go to previous share. Shares that have the "Input price" option disabled are skipped. |
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Save price and go to next share. Shares that have the "Input price" option disabled are skipped. |
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Cancel and do not save last price input |
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Save last input and close form. |
The form "Charts" lists all available charts and can be used to vrteate new charts, delete and change charts..
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Delete | Deletes the selected chart |
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Details | Shows detail info for the selected chart |
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New | Inserts a new chart |
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Draw | Draws the selected chart |
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Ok | Closes the form |
Creates a new chart.
Name: | Name of the chart |
Share | Share to display in the chart. Tapping on the share opens a list with all available shares and another share can be selected. |
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Copies the share name into the "name" field |
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Saves data and closes form |
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Cancel form |
Used to change the data of the selected chart. Uses the same form as for creating a new chart.
Draws the selected chart.
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Zoom out |
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Zoom in |
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Close form |
On the Palm IIIc with color display the lines for stop-loss (red) and buy prices (blue) are dranw in color, on all other Palms they are draw in black. These lines are only draw if the corresponding option is selected in the "Settings" form.
By dragging the pen on the drawing area, the share price is displayed together with the date.
Remark: At least 4 price records are required in order to be able to draw a chart.
The form "Portfolio Transacions" lists all transactions and can be used to create new and delete old transactions.
The transactions are sorted by the date.
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Delete | Deletes the selected transaction |
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Details | Showes detailed info for the transaction |
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New | Adds a new transaction |
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Ok | Closes the form |
Remark: Depending on the number of transactions, building the list can take some seconds. A note is displayed during that time.
Creates a new portfolio transaction.
Date | Date of the transaction |
Type |
Transaction type:
|
Price: | Share for the transaction. Tapping on the share opens a list with all available shares and another share can be selected. |
Amount: | Number of shares |
Price: | Buy/sell/stop-loss price |
Cost: | Costs for the transaction. Not used at the moment and reserved for future versions. |
Comment: | Comment for the transaction. |
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Save data and close form |
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Cancel and close form |
Remark: For the current version no plausibility check is performed. I.e. it is possible to sell more share than exist in the portfolio.
Used to change the data of the selected portfolio. Uses the same form as for creating a new transaction.
The form 'Gain/Loss' shows gain and loss and the current value of all shares in the portfolio.
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Closes the form |
The sorting order of the list can changed by tapping on the column header. On the Palm IIIc losses are displayed in red color. Only shares are display which are still in the portfolio. The last entered share price is used for the calculation.
The last column can display the following data:
G/L in % | Gain/Loss in per cent |
G/L | Gain/Loss in $ |
Value | Absolute value in $ |
When buying shares and selling part of them the sells are subtracted from the oldest bought position. Example:
8.11.99: Buy 20 shares Cisco
Systems Inc.
3.6.00: Buy 20 shares Cisco Systems Inc.
10.6.00: Sell 30 shares Cisco Systems Inc.
Then the current gain/loss at 10.6.00 is displayed as:
3.6.00: 10 shares. Cisco Systems Inc. +xxx%
Remark: Depending on the number of transactions, building the list can take some seconds. A note is displayed during that time.
The form 'Settings' is used to enter global settings for the program.
Password protection : |
When activated, the
palm password has to be entered before the portfolio and the gain/loss
form is displayed. |
Draw stop-loss | When activated, stop-loss transactions are drawn in the chart form as red (Palm IIIc) or black (other Palms) lines. |
Draw buy price | When activated, buy transactions are drawn in the chart form as blue (Palm IIIc) or black (other Palms) lines. |
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Saves data and closes form. |
Shows info about PDepot.
The following features are planned for the next PDepot version:
Reading share price data from the internet is still planned for the future.
Version | Date | Changes |
0.4 | 22.6.2000 | First version (German only) |
0.5 | 2.7.2000 |
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6.7.2000 |
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9.7.2000 |
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