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VENDINFO | 1997-04-14 | 27.5 KB | 619 lines |
- ┌────────────────────────────────────────────────────────────────────┐
- │ Capital Gainz Investment Portfolio Manager v5.2 │
- │ SEE BELOW FOR PRODUCT INFORMATION │
- └────────────────────────────────────────────────────────────────────┘
- ┌────────────────────────────────────────────────────────────────────┐
- │ This is a VENDINFO Product Information Record │
- │ │
- │ This record is a means of conveying information about a software │
- │ product from the author to distributors and users. It contains a │
- │ normal, "human-readable" section (you're reading it now), followed │
- │ by a compressed data record. The data record contains a great │
- │ deal of information in a form useable by automated tools. This │
- │ allows BBSes, disk vendors, etc. to test automatically for │
- │ permission to distribute, and to automatically extract product │
- │ information for use in BBS files databases, vendor catalogs, etc. │
- │ │
- │ The VENDINFO file standard is published and is freely useable. │
- │ │
- │ The VENDINFO toolset includes a free end-user viewer, processing │
- │ tools for use by distributors (BBSes, shareware disk vendors, │
- │ etc.), and the editor used by author/publishers to produce these │
- │ records. These tools are either free or very-low cost shareware. │
- │ The toolset can be obtained 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 RIME: RAMSISLE │
- └────────────────────────────────────────────────────────────────────┘
- VENDINFO standard v1.00, produced by VendEdit v1.00, 27-May-1996
-
- ===== Product Information ==============================
- Product: Capital Gainz Investment Portfolio Manager
- Version: 5.2
- Version Date: 20-May-1996
- Product Type: Software
- Basic Distribution Policy (see License, below, for details):
- Shareware, subject to distribution restrictions
-
- Product Description: Investment portfolio manager. Ideal for
- dollar-cost averaging. Record purchases,
- sales, dividends, capital gains, splits.
- Calculate gain/loss and total return. Print
- reports for one or more securities/
- portfolios and over range of dates. Generate
- tax forms. Reinvest dividends. Execute sales
- using FIFO, LIFO, max gain, max loss,
- specific ID, avg cost. Track history.
-
- Category: Portfolio management
- Keywords: PORTFOLIO STOCK MUTUAL FUND DOLLAR-COST
- INVEST ASP SHAREWARE CAPITAL GAINZ
- Required Packages: CGZ52
- This Package: CGZ52
-
- Required Configuration
- Processor Family: Intel 80x86 (minimum 80386)
- Minimum OS: Windows 3.1
- Standard RAM: 640K
- Extended Memory: 4K
- Hard Drive Space: 5000K
- Required:
- Video Graphics Array (VGA)
- Keyboard
- Won't Work With:
- Monochrome Display Adapter (MDA)
- Hercules Graphics Card
- Tandy Display Adapter
- Color Graphic Adapter (CGA)
- Enhanced Graphic Adapter (EGA)
- Multi-Color Graphics Array (MCGA)
- Multi-Color Graphics Array 256 (MCGA 256)
-
- Orders:
- Address: AlleyCat Software, Inc.
- P.O. Box 14446
- RTP, NC 27709-4446
- Phone: 919-542-6117
- FAX: 919-542-6611
- CompuServe: 70431,132
- Internet: 70431.132@compuserve.com
-
- Support:
- Address: AlleyCat Software, Inc.
- P.O. Box 14446
- RTP, NC 27709-4446
- Phone: 919-542-6117
- FAX: 919-542-6611
- CompuServe: 70431,132
- Internet: 70431.132@compuserve.com
-
-
- ===== Information for Users ("READ-ME") ================
-
- Capital Gainz Version 5.2
- Copyright 1991-96 by David Lee Cohen. All Rights Reserved.
- AlleyCat Software, Inc.
- P.O. Box 14446
- RTP, NC 27709-4446
- (919)-542-6117 Voice
- (919)-542-6611 Fax
- Internet:70431.132@compuserve.com
- Web:http://www.localweb.com/alleycatsw
- DNRC member since 1995
- Capital Gainz and all online and printed Capital Gainz
- documentation are
- Copyright 1991-96 by David Lee Cohen. Unauthorized duplication or
- distribution is prohibited.
-
- *************** VERY IMPORTANT ***************
- The single Capital Gainz distribution can be installed as either
- the evaluation version or the registered version. To install the
- registered version, you must enter valid values for the following
- items during the installation dialog: Registration Number, User
- Name, Code. These are all either provided electronically or
- listed on your printed Invoice, and are specific to the version
- being installed (i.e., the Code for Version 5.2. is not the same
- as the code for subsequent versions). The entered values must
- match the assigned values exactly.
- *************** VERY IMPORTANT ***************
-
- To install Capital Gainz:
- From diskette:
- Insert Disk #1 into drive A
- From the Program Manager menu, choose File then Run
- Type A:SETUP.EXE
- Click on the Ok button
- From downloaded archive:
- Extract files from archive
- From the Program Manager menu, choose File then Run
- Type drive:dir\SETUP.EXE, specifying drive and directory
- Click on the Ok button
-
- If your are installing a registered version of Capital Gainz
- over a prior version, your data files will be upgraded as
- necessary. You should have a current backup available at this
- point - if not, you are given the opportunity to back up your
- data prior to the upgrade process.
-
- The data file upgrade facility is not included in the evaluation
- version of Capital Gainz. Thus, you can not install an evaluation
- version of Capital Gainz over a prior version.
-
- An order form can be generated directly from Capital Gainz, via
- the Help menu.
-
- All documentation is available as online Windows Help files. This
- allows for context-sensitive help, hypertext links, powerful
- search capabilities, and up-to-date information.
-
- Automated Downloading:
-
- Automated download support is no longer included in Capital
- Gainz. See the online help for options on importing downloaded
- prices. A simple script based terminal emulator is included in
- the file CGTERM.ZIP on one of the disks, along with sample
- scripts to retrieve prices from CompuServe. This is similar to
- the terminal emulator included with prior versions of Capital
- Gainz for Windows. To use this program, UNZIP the archive to a
- directory on your hard disk, then read the online help file,
- CGTERM.HLP, for instructions. This program is unsupported.
-
- Known Problems:
- If you use Windows Control Panel to change the default
- printer while Capital Gainz is running, then you won't be
- able to select a printer from Capital Gainz.
- If you have trouble importing downloaded price files, try
- increasing the FILES statement in your CONFIG.SYS (say, from
- 40 to 50).
- Maximize does not work on Global Security, Broker/Inv Co,
- Portfolio, or Security Type Tables.
-
- History:
-
- Version 5.0a:
- * First Windows version of Capital Gainz. See online help for
- list of new features.
- Version 5.0b:
- * Modified download to support importing prices from
- MetaStock.
- * Fixed bug in Importing prices file not in DNLD directory.
- Version 5.0c:
- * Fixed bug where if you didn't use Program Directory as the
- Data Directory, you got the message "Data files not found.
- Create them?" at startup.
- * Now gets prior date's price for first price on Total Return
- and Performance Reports when date range specified. For
- example, request 1/1/95-12/31/95, uses price from 12/31/94.
- Version 5.0d:
- * Fixed bug where if you have multiple local securities linked
- to one global security in a portfolio, updating the price of
- one local security is not reflected in the other security.
- (Workaround was to use Security/Initialize Table.)
- Version 5.1a:
- * Reverted to CLARION file driver (*.DAT and *.K01 files) from
- TOPSPEED file driver (*.TPS). TOPSPEED driver corrupted
- files for very small number of users.
- Version 5.1b:
- * Fixed so correct portfolio opened after using Price/Activity
- Graph.
- * Added Standard Deviation and Regression lines to Price
- Graphs.
- * Fixed so when change/delete security that happens to be Cash
- Account, Portfolio is updated accordingly.
- * Slight fix to performance calculation, if IRR not used.
- Version 5.1c:
- * Fixed bug where Erase All Data forced you to reinstall
- afterwards, since deleted ERROR and PASSWD files.
- * Fixed bug where could not generate TXF file for Tax Report
- if you were set to Print to ASCII Text File in report
- settings.
- * Now supports reading in price files retrieved from WinCim,
- for CompuServe Import prices. Simply use Quotes button in
- WinCim to create list of Quotes, then click on Get button to
- get quotes. Then, use File/Save As pulldown menu item to
- save quotes to a file. In Capital Gainz, use Download, then
- Import, specifying to read this file in.
- * Fixed bug that caused 'File Access Denied' error on
- Download/Import.
- Version 5.1d:
- * Really fixed so correct portfolio opened after using
- Price/Activity Graph.
- * In Local Security Table, now only one '/' in Gain/Loss
- header.
- * Fixed Price/Activity Graph so prior securities' activity not
- included in next graph.
- * Fixed Calculator so not GPF if Paste with nothing in
- Clipboard.
- Version 5.1e:
- * Price Update file can now have 4 digit year in date:
- mm/dd/yy or mm/dd/yyyy.
- * In Open Shares and Closed Shares Tables, now only one '/' in
- Gain/Loss header.
- Version 5.2a:
- * See online help for list of new features.
- * Fixed price alerts so Effective date is used.
- * Fixed price alerts so cursor is a pointer when log
- displayed.
- * Fixed Hide Inactive on Local Security Table so it reflects
- change in User Settings.
- * Fixed so rate calculations with borderline conditions - such
- as one buy, with no other prices.
-
-
-
- ===== Packing List =====================================
-
- As released by the author or publisher, this package contained the
- following files in addition to this VENDINFO.DIZ:
-
- Filename Size Date Time CRC32
-
-
- ===== Installation =====================================
-
- From diskette:
- 1) Insert Disk #1 in Drive A
- 2) From Windows Program Manager, choose File, then Run
- 3) At prompt, enter A:SETUP.EXE
- 4) Click on OK button
-
- From downloaded archive:
- 1) Extract files from archive
- 2) From Windows Program Manager, choose File, then Run
- 3) At prompt, enter dir:drive\SETUP.EXE, specifying drive and
- directory
- 4) Click on Ok button
-
-
-
-
- Capital Gainz Version 5.2
-
- Copyright 1991-96 by David Lee Cohen. All Rights Reserved.
- AlleyCat Software, Inc.
- P.O. Box 14446
- RTP, NC 27709-4446
- (919)-542-6117
- (919)-542-6611 Fax
- Email:70431.132@compuserve.com
- May 9, 1996
-
- Capital Gainz and all online and printed Capital Gainz
- documentation are Copyright 1990-96 by David Lee Cohen.
- Unauthorized duplication or distribution is prohibited.
-
- Copies of the Evaluation Version of Capital Gainz may be made and
- distributed, within the restrictions listed in this document. The Eval
- uation Version is a special version of Capital Gainz.
-
- Disk vendors interested in distributing the Evaluation Version of
- Capital Gainz MUST read and follow the guidelines listed in this
- document. FAILURE TO ABIDE BY THE LISTED RESTRICTIONS CONSTITUTES
- VIOLATION OF U.S. AND INTERNATIONAL COPYRIGHT LAWS.
-
- Capital Gainz was a finalist in the Best Business and Finance
- Applications category at the 1993 Shareware Industry Awards.
-
- Contents: Distribution and Restrictions
- Registration Information
- Files Distributed
- Author Information
- Program Requirements
- Other Versions
- New Program Features
- Program Category
- Program Keywords
- Program Descriptions: One-Line, Tiny, Short, Long
-
-
- Distribution and Restrictions
-
- This package was developed by a member of the Association of
- Shareware Professionals. Capital Gainz may only be distributed as
- a complete package, and ONLY THE EVALUATION VERSION may be
- distributed. Modification of the executable in any way is
- strictly prohibited.
-
- The two part installation archive is designed to fit on two 3.5"
- 1.44MB diskettes. The installation archive provided may not be
- altered, renamed, or extracted and rearchived. Such changes will
- cause incorrect or failed installations of Capital Gainz,
- resulting in angry customers and lost sales for us as well as
- you.
-
- If you are an ASP approved vendor or BBS, then you are implicitly
- authorized to include Capital Gainz in your distribution library.
- All other vendors and BBS must receive explicit authorization to
- distribute Capital Gainz.
-
- Capital Gainz may not be distributed via retail racks without
- explicit authorization from David Lee Cohen.
- Explicit or implicit authorization to distribute Capital Gainz
- gives you permission to charge a reasonable distribution fee.
- However, this fee may not exceed $6.00 per disk or $10.00 total
- for the complete Capital Gainz evaluation package. In addition,
- the distribution medium must clearly state that the buyer is
- purchasing an evaluation copy, and an additional registration fee
- is required for continued use.
-
-
- Registration Information
-
- The registration for Capital Gainz is $69.00, which entitles the
- user to a registered copy of the latest version of Capital Gainz.
-
- U.S. shipping is $5.00.
-
-
- Files Distributed
-
- The evaluation version of Capital Gainz is composed of:
- - SETUP.EXE: First part of installation archive. (Disk #1)
- - SETUP.W02: Second part of installation archive. (Disk #2)
- - Additional information files are included on Disk #2
-
- For BBS distribution, all files and archives are combined into a
- single archive, typically named: CGZ52.ZIP, CAPGNZ.ZIP, or
- CAPGNZ52.ZIP. If necessary, you may create 2 ZIP archives, one
- for the contents of each diskette.
-
- The evaluation version of Capital Gainz may be distributed on
- 3.5" 1.44MB diskette, CDROM, or download archive only. No other
- formats are supported.
-
-
- Author Information
-
- Capital Gainz and all online and printed Capital Gainz
- documentation are Copyright 1990-96 by David Lee Cohen.
-
- Association of Shareware Professionals Author Member
-
- Telephone: 919-542-6117
- Email:70431.132@compuserve.com
- U.S. Mail: P.O. Box 14446, RTP, NC 27709-4446
- Fax: 919-542-6611
-
-
- Program Requirements
-
- Microsoft Windows 3.1 or later
- Intel-compatible 80386/80486/Pentium based processor
- 4 MB of RAM
- VGA or better monitor
- Mouse
- 5 MB or more of hard disk space
- Inkjet or laserjet printer recommended
-
-
- Other Versions
-
- There are three versions of Capital Gainz available:
- - Version 5.1: For 80486 or better PCs running MS Windows 3.1 or
- later
- - Version 4.1: For 80386 or better PCs equipped with 2MB or
- more of RAM running DOS 5 or later
- - Version 3.2: For any 80x86 PC equipped with 640KB RAM running
- DOS 3 or later
-
-
- New Program Features
-
- Portfolio History tracking of value and return.
- Report filtering by security type or broker.
- Windows-based converter for downloaded prices.
- First time evaluation version includes graphics and download
- features.
- Color-coded gain/loss on screen.
-
-
- Program Category
-
- Investment/Financial/Portfolio Management
-
-
- Program Keywords
-
- PORTFOLIO STOCK MUTUAL FUND DOLLAR COST ASP INVEST SHAREWARE
-
-
- Program Descriptions
-
- Several descriptions follow: one line, 128 characters, 512
- characters, and about one page. Use the one most appropriate for
- your catalog.
-
- If you would like to include a representative screen shot of
- Capital Gainz in your catalog, a full-color BMP file is included
- in the VENDBMP.ZIP archive.
-
- In addition, we'll be glad to provide reviews or additional
- promotional literature on request.
-
-
- One-Line Description:
-
- Investment portfolio manager
-
-
- Tiny Description (128 characters):
- Investment portfolio manager, ideal for a dollar-cost strategy.
- Variety of selling methods. Performance calculations.
- Summary/detail reports.
-
-
- Short Description (512 characters):
-
- Investment portfolio manager, ideal for dollar-cost averaging
- strategy with mutual funds or dividend reinvestments. Record
- purchases, sales, dividends, and capital gains. Calculate
- realized/unrealized gain/loss, internal rate of return, and total
- return. Print summary or detail reports for one or more
- portfolios/securities and over range of dates. Generate tax
- forms. Reinvest dividends, record conversions and splits. Track
- history. Execute sales using FIFO, LIFO, max gain, max loss,
- specific ID, avg cost.
-
-
- Long Description:
-
- Capital Gainz is an investment portfolio manager that balances
- the modest needs of the small investor with the complex
- requirements of the professional investment manager. It's ideal
- for investors following a dollar-cost averaging strategy with
- mutual funds or dividend reinvestment plans.
-
- * Record purchases, sales, and distributions with easy to
- understand forms, and select records from scrolling tables.
-
- * To record a sale, specify how many shares to sell and the
- selling method: FIFO, LIFO, max gain, max loss, specific ID,
- average cost. The shares selected are displayed for
- confirmation or for a 'what if' scenario.
-
- * You can reinvest dividends, record splits and conversions,
- and enter bond discount/amortization.
-
- * Margin is supported by tying a cash account to a portfolio.
-
- * Calculate and compare a security's total return with your
- actual realized performance, which uses purchases, sales,
- and distributions to calculate the internal rate of return.
-
- * Update prices from a form, a file, or an online service.
- Updating a price will adjust the value of all portfolios
- holding that security.
-
- * Calculate and track historical portfolio values and
- performance.
-
- * Several levels of detail and summary reports are provided,
- and you can restrict the information by date range,
- security, portfolio, security type, or broker. Specific
- reports include portfolio allocation, expected income, and
- Schedules B and D from the tax forms.
-
- * Generate price and moving average graphs, allocation charts,
- cost/value charts, and other graphs from your data.
-
- * Import prices retrieved from CompuServe, Prodigy, America
- Online, Telechart 2000, MetaStock, or a variety of Internet
- sites.
-
- Unlike popular retail software that inappropriately forces the
- checkbook paradigm on users, Capital Gainz is designed solely to
- manage investments. Thus, investors find it to be more intuitive
- and 'cleaner' to use.
-
- Registration: $69 plus shipping and handling. Includes
- comprehensive help system covering program overview and
- operation. Demo/tutorial provided. Requires: Microsoft Windows
- 3.1 or later, 4MB or more of RAM, 5MB or more of hard disk space,
- mouse. Author is member of the Association of Shareware
- Professionals (ASP).
-
-
-
- ===== License for Use and Distribution =================
-
- License Agreement
-
- (1) Copyright: Capital Gainz and all related programs and
- documentation are Copyright 1996 by David Lee Cohen, and
- protected by U.S. and International Copyright Law.
-
- (2) Definitions: Capital Gainz is distributed in two forms. The
- 'Registered Version' of Capital Gainz implies payment of the
- registration fee, and includes an assigned serial number. The
- 'Evaluation Version' of Capital Gainz is obtained from a
- shareware disk vendor, friend or colleague, or an electronic
- bulletin board or other on-line service, and includes the phrase
- 'evaluation' or 'shareware' on the diskette label or the program
- sign-on message.
-
- (3) Evaluation Version: The Evaluation Version of Capital Gainz
- allows you to try the program before you pay for it. The
- Evaluation Version of Capital Gainz can be used at no charge for
- a period of up to 60 days. If you decide that you like Capital
- Gainz and want to continue using it beyond the 60 day trial
- period, you should purchase a Registered Version of Capital
- Gainz.
-
- (4) Registered Version: The Registered Version of Capital Gainz
- is registered in the name of the person who purchased it. Your
- registered copy of Capital Gainz may be used on up to two
- separate computers, provided that you are the only person who
- uses Capital Gainz on both machines. This allows you to install
- Capital Gainz on a home computer and on your personal computer at
- work. The Registered Version of Capital Gainz is not copy
- protected, and as many backup copies as deemed necessary are
- allowed as long as they are not distributed or resold.
-
- (5) Distribution Restrictions: You may copy and distribute the
- Evaluation Version of Capital Gainz only. The Registered Version
- of Capital Gainz can be copied for backup purposes only - they
- may not be distributed. If you distribute the Evaluation Version
- of Capital Gainz, the package must be distributed in its
- entirety, including all programs and documentation, and without
- modification. Approved vendor members of the Association of
- Shareware Professionals may charge a reasonable distribution fee
- for Capital Gainz. Others require explicit approval from David
- Lee Cohen before charging for the distribution of Capital Gainz.
- This complete Evaluation Version of Capital Gainz must be
- distributed individually - it may not be distributed as part of a
- program set or collection without explicit written authorization
- from David Lee Cohen. The price charged for the Evaluation
- Version of Capital Gainz must not exceed $6 per disk or $10
- total, which should cover reasonable costs.
-
- (6) Use of Capital Gainz: Since Capital Gainz is an application
- program, it should not affect other software on your computer.
- However, you assume all responsibility for any adverse effects
- caused by the use of Capital Gainz. Regular backups of the data
- files should be made to guard against losing important data.
-
- (7) LIMITED WARRANTY: David Lee Cohen warrants to owners of
- registered copies of Capital Gainz that the software will operate
- in accordance with the description given in the documentation,
- and that the distribution diskettes will be free of physical
- defects which interfere with normal use. For a period of 60 days
- from the date of your purchase of Capital Gainz, David Lee Cohen
- will, subject to the restrictions above and below, repair or
- replace any defective item, or refund the purchase price of any
- diskette and/or any other parts or components of Capital Gainz
- found to be defective, if such defect is the fault of David Lee
- Cohen and not the result of misuse or abuse. Such a refund,
- repair, or replacement shall be your sole remedy for any defects,
- program error(s), or documentation error(s). In no event shall
- David Lee Cohen be responsible for any other costs or damages
- whatsoever due to errors in usage or your failure to read,
- understand, or follow instructions in the documentation. DAVID
- LEE COHEN MAKES NO OTHER WARRANTIES, EXPRESS OR IMPLIED,
- INCLUDING WITHOUT LIMITATION THE WARRANTIES OF MERCHANTABILITY
- AND OF FITNESS FOR A PARTICULAR PURPOSE. David Lee Cohen's
- warranty is limited to the cost of replacement of any defective
- diskettes.
-
- (8) Satisfaction Guarantee: If you are dissatisfied with a
- Registered Version of Capital Gainz for any reason, regardless of
- the existence of software errors or media defects, you may return
- the entire package, in original condition, at any time up to 60
- days after purchase for a full refund of your original
- registration fee.
-
-
- ===== Compressed Data Record Follows ===================
-
- PK