If you are dissatisfied with a registered copy of Portfolio Manager
for any reason, regardless of the existence of software errors or
media defects, you may return the entire package at any time up to
30 days after receipt for a full refund of your original
registration fee.
This agreement shall be governed by the laws of the State of Washington
and shall inure to the benefit of Shane Software International and any
successors, administrators, heirs and assigns. Any action or proceeding
brought by either party against the other arising out of or related to
this agreement shall be brought only in a STATE or FEDERAL COURT of
competent jurisdiction located in Clallam County, WA. The parties hereby
consent to in personam jurisdiction of said courts.
Respectfully submitted,
my signature
Steven C. Hane, author
Shane Software International
===== License for Use and Distribution =================
Portfolio Manager Version 5.3 License agreement
Copyright 1985-1995 by Shane Software International
This file, contains the Portfolio Manager license agreement, and gives
you information on registering Portfolio Manager. The actual registration
form is in the file, INVOICE. Registration information may also be
found in the EXIT menu, option # 6.
Definition of shareware
~~~~~~~~~~~~~~~~~~~~~~~
Shareware distribution gives the user a chance to try software before
buying it. Shareware has the ultimate money-back guarantee -- if you
don't use the product, you don't pay for it. If you try a Shareware
program and continue using it, you are expected to register. Individual
programs differ on details -- some request registration while others
require it, some specify a maximum trial period. With registration, you
get anything from the simple right to continue using the software to an
updated program with printed manual.
Copyright laws apply to both Shareware and commercial software, and the
copyright holder retains all rights, with a few specific exceptions as
stated below. Shareware authors are accomplished programmers, just like
commercial authors, and the programs are of comparable quality. (In both
cases, there are good programs and bad ones!) The main difference is in
the method of distribution. The author specifically grants the right to
copy and distribute the software, either to all and sundry or to a
specific group. For example, some authors require written permission
before a commercial disk vendor may copy their Shareware.
Shareware is a distribution method, not a type of software. You should
find software that suits your needs and pocketbook, whether it's
commercial or Shareware. The Shareware system makes fitting your needs
easier, because you can try before you buy. And, because the overhead
is low, prices are low also. It's only through your honest support that
this and other shareware programs can be offered at low costs.
Portfolio Manager Registration Information
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Portfolio Manager is a copyrighted program protected by both U.S. and
international copyright law. If you obtained the program from a
shareware disk vendor, an on-line computer service or bulletin board, a
friend or colleague, or other similar sources, you have an UNREGISTERED
shareware version. The program was created using FOXPRO(tm) Ver 1.02
and compiled with the FOXPRO(tm) compiler to produce the distribution
version.
The unregistered version of Portfolio Manager is functionally identical
to the registered version, except the unregistered shareware version
should only be used for a limited evaluation period, as described
below. The unregistered version does not include the bonus (see below)
programs, however, the absence of these modules does NOT limit or
restrict the program in the performance of its primary functions.
Installation of the registered version, when purchased, will not affect
the data entered with the unregistered version. ALL previously entered
data still exists and is recognized by the registered version, however,
upgrading from versions prior to v5.x WILL require an upgrade utility.
The registration fee for a single copy of Portfolio Manager is $49.
Payment of the registration fee entitles you to:
1) A disk with all the updates since release
2) Notification of future releases of Portfolio Manager
3) Unlimited technical support via E-mail, phone or regular mail
4) A module to save and retrieve data from past years
5) Bonus programs as shown below:
A) CALCULATOR - results may be transferred to the program
B) CALENDAR - check dates forward or backward
C) FINANCIAL CALC - fourteen ways to evaluate an investment
D) LOAN COMPUTATIONS - seven ways to evaluate a loan
7) An upgrade utility, if needed, to preserve your data from prior
versions
8) My thanks & gratitude (now there is a real incentive !!!)
DISCLAIMER - AGREEMENT
~~~~~~~~~~~~~~~~~~~~~~
Users of the Portfolio Manager must accept this disclaimer of warranty:
"Portfolio Manager is supplied as is. The author disclaims all
warranties, expressed or implied, including, without limitation, the
warranties of merchantability and of fitness for any purpose. The
author assumes no liability for damages, direct or consequential, which
may result from the use of Portfolio Manager."
Portfolio Manager License Agreement
~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~~
Definitions:
PM and Portfolio Manager shall be used interchangeably
SSI and Shane Software shall be used interchangeably
(1) Portfolio Manager is Copyrighted 1985-1995 by Shane Software
International and Steve Hane, and is protected by U.S. domestic and
international copyright laws.
(2) PM, Version 5.0 and above, will usually be distributed on three
5.25 diskettes. Disk 2 and disk 3 are identical for the registered
and evaluation copies of PM. The label on disk 1 provides the
distinction between a registered copy and the evaluation copy.
A registered version of Portfolio Manager is a copy which was
purchased directly from Shane Software International OR an
authorized representative of SSI. It is evidenced by a diskette with
a label bearing a serial number and the word "registered".
An evaluation "shareware" copy of Portfolio Manager is a copy
distributed on diskette or via an electronic bulletin board, on-line
service, or other electronic means, obtained from shareware vendors,
or obtained from another individual, and where the label does NOT
have a serial number or the word "registered" on the disk label.
(3) Unregistered "evaluation" copies of PM are distributed to allow
you to try the program before you pay for it. The unregistered
shareware version of the program may be used free of charge for an
evaluation period of up to 30 days. If you decide you like PM and
want to continue using it beyond the 30 day trial period, you should
purchase a registered copy from SSI or an authorized representative.
Continued use of the program beyond the trial period will not result
in any "hostile" action or limit program or data access. Like most
shareware programs, it is up to the individual user to determine if
the program provides enough value to warrant continued use and hence
a formal registration.
(4) A registered copy of PM will be registered in the name of the
person who purchased it. Your registered copy of PM may be used on
up to two separate computers, provided you are the only person who
uses it on both machines. This allows you to install PM on a home
computer and on a PC at work. The registered copy of PM is not copy
protected, and you may make as many backup copies as you deem
necessary as long as they are not distributed or resold in any form.
(5) Distribution Restrictions: You may copy and distribute an
unregistered shareware version of PM only. The distribution disks
may be passed to other users provided you do NOT release the
registration disk to ANY other person. Regardless of the type media
on which the program was distributed (see 2 above), you may not
give, transfer, or otherwise allow another person to have, copy,
use, or obtain in any other way a copy of a disk with a label
bearing a serial number and the word "registered".
If you distribute the shareware "evaluation" copy of PM, the
program must be distributed in its entirety, including all modules
and documentation. Due to the size of Portfolio Manager, the
evaluation copy MUST be distributed on it's own media and may NOT be
combined with any other software without the express written consent
of the author. An exception to the above is the addition of ".DOC"
file(s) by a vendor or distributor to explain or expand on
information about the program or it's distribution. The price
charged for an evaluation copy of PM should not exceed an amount
which covers the reasonable costs of distribution.
(6) Portfolio Manager is a stand alone application program and
should not affect other software on your computer. However, you
assume all responsibility for any adverse effects caused by the
use of Portfolio Manager.
(7) Satisfaction Guarantee: If you are dissatisfied with a
registered copy of Portfolio Manager for any reason, regardless of
the existence of software errors or media defects, you may return
the entire package at any time up to 30 days after receipt for a
full refund of your original registration fee.
(8) The attached VENDINFO data record is hereby incorporated by
reference and distributions satisfying ALL the distribution require-
ments expressed in that data record is hereby authorized.
You are encouraged to pass a copy of Portfolio Manager along to your
friends for evaluation. Please encourage them to register their copy
if they find that they can use it. All registered users will receive
a copy of the latest version of the Portfolio Manager system.
Commercial users of Portfolio Manager must register and pay for their
copies of Portfolio Manager within 30 days of first use or their
license is withdrawn. Site-License arrangements may be made by
contacting Shane Software Int'l.
Authorization to distribute Portfolio Manager and charge a reasonable
distribution fee is granted, however, this fee may not exceed the
reasonable cost of per disk distribution (suggest $6.00 or less per
disk). If you're distributing Portfolio Manager as a commercial vendor,
PLEASE notify Shane Software Int'l so you can be kept up-to-date with
the latest version of Portfolio Manager.
This agreement shall be governed by the laws of the State of Washington
and shall inure to the benefit of Shane Software International and any
successors, administrators, heirs and assigns. Any action or proceeding
brought by either party against the other arising out of or related to
this agreement shall be brought only in a STATE or FEDERAL COURT of
competent jurisdiction located in Clallam County, WA. The parties hereby
consent to in personam jurisdiction of said courts.
Respectfully submitted,
my signature
Steven C. Hane, author
Shane Software International
===== About VENDINFO Files =============================
Each VENDINFO.DIZ file contains extensive information about a product.
This "human-readable" section is followed by a compressed data record
useable by automated tools. The data record allows BBSes and other
distributors to automate package handling, and provides users with a
wealth of product information. VENDINFO tools (free viewer for users,
free or inexpensive processors for distributors, editors for authors)
are available from many sources, including the originators of VENDINFO:
Rams' Island Software Voice: 303-841-2848 CompuServe: 76244,324
7644 E. Lakecliff Way BBS: 303-841-6269 FidoNet: 1:104/333
Parker, CO 80134-5904 USA FAX: 303-841-6269 RIME: 1235
===== Compressed Data Record Follows ===================
DS Portfolio Manager 13040000 5.3 INSTALL.DOC INVOICE P_MGR53 INSTALL `" THE ULTIMATE INVESTMENT RECORD SYSTEM !!! Portfolio Manager tracks market investments, CD's, Savings, limited partnerships, etc. Maintains 1 to 5 accts in your portfolio to separate IRA's, etc. PM measures performance to meet long range goals. Computes ROI, est and actual yields, and other analytical data.It's an excellent tax preparation & planning tool. 23 distinct reports. Mouse support. Manual on disk. Context help screens. Portfolio Manager is a record keeping system for investors. Create up to 5 accounts. Keep separate records for IRA's, an IRA for a spouse, etc. PM computes ROI, estimated & actual yields, as well as other analytical data. It's an excellent tax planning & preparation tool. Record the purchase and sale of securities; dividends, interest and capital gains; calculate ROI); automatically record reinvested income; enter stock splits; and periodically update security prices. Reports may be screened, printed or sent to a file. Reports can be for one or more securities and one or more accounts. Reports sent to a file may be combined to build a custom report combination. There are 23 distinct reports. Mouse compatible. PM has 18 user defined setup options. Since PM calculates ROI and yields, income oriented investors can determine performance including dividends. Most other portfolio managers simply record distributions, but PM also factors distributions into calculated performance results. PM creates a check list for your 1099s and produces supplemental tax statements that maybe submitted with your tax return. PM generates reports that provide the information needed to prepare your tax returns. It maintains brokerage account records. It's all menu driven with error checking, on line help, backup routines, and multiple report options. And, best of all, it's easy 950530 Shane Software Int'l ß107 17th Court Sequim, WA 98382-9350 (360) 681-2402 (360) 681-2402 steve.hane@tenforwd.com USE PK
