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1990-12-31
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Total Investor Version 2.0
--------------------------
This file contains important information that is not contained in
the documentation for Total Investor. Please read it carefully. All
information in this file supersedes information in the Total Investor
documentation.
Documentation Files
-------------------
The file TIDOC.EXE is a self extracting archival file which will
create the documentation for Total Investor. An archival file allows a
large documentation file to be stored in a smaller disk space. The
documentation can be created in an ASCII file named TI.DOC or output
directly to a printer.
To create the ASCII file TI.DOC with a hard disk, set your DOS
Path to be the subdirectory where you have 1-2-3 installed. For
instance, from the root directory, enter "CD 123" if 123 was the name
of the subdirectory. Put the Total Investor program disk in drive A
and type "A:TIDOC.EXE" at the DOS prompt. Make sure that you have at
least 165K bytes free on the drive where you intend to store the
documentation.
If you have a floppy drive, put your Total Investor disk in drive
A and a blank formatted disk in drive B. If your current drive is A
such that the "A>" prompt shows type "B:" followed by Enter. The type
"A:TIDOC.EXE" at the DOS prompt. This will create the file TI.DOC on
the B drive.
You can print out the documentation by typing "TIDOC.EXE -P"
followed by Enter. Make sure your printer is set to 66 lines per page
and that 60 sheets of paper are available. You can also use your
favorite word processor or editor to view or print out the file TI.DOC
or use the DOS command "COPY TI.DOC PRN:".
RETRIEVING PORTFOLIOS FROM PRIOR VERSIONS OF TOTAL INVESTOR
-----------------------------------------------------------
If you are currently using an older version of Total Investor
there is no need to manually re-enter your securities and capital gains
to use the newer version. Versions 1.04 and greater can use the
Portfolio commands to accomplish this. Load the old version into 1-2-3
and use the Portfolio menu Save command to store your portfolios to
disk. Then load the new version of Total Investor and use the
Portfolio Retrieve command to merge this information into the program.
The Portfolio Name command will next be used add this portfolio to the
list that Total Investor will track. When you have retrieved and named
all of your portfolios, use the main menu Save command to store this
new information.
Versions of Total Investor earlier than 1.04 allowed only one
portfolio per spreadsheet. Load the previous version of TI into 1-2-3
and then hit Enter to go to the main menu. The type "O" for Other
followed by "O" for Off. Then use Lotus 1-2-3's commands as follows,
/FXFPORT~A1..J144~. This will extract the portfolio information in the
range A1..J144 into the file name PORT.WK1 and store this file on the
123 default drive. Then load the new version of Total Investor and use
the Portfolio Retrieve and Name commands as described in the above
paragraph.
Total Investor for 1-2-3 Version History
----------------------------------------
Version 2.01 - *The Graph Portfolio function now shows the percent
each position represents.
*A graph save function has been added to the Report Menu.
*Fixed Bug that caused improper plotting in the All P&V
command when used with Quattro Pro.
Version 2.0 - *Lotus 3.1 support added.
*Added statistics window to overview security performance
*Moving averages can now have lead,lag and vertical offset
varied. This allows trading bands to be created.
*Points function now graphically displays buy/sell points
for moving averages.
*150 capital gains now allowed per portfolio
*Autosave function now automatically stores portfolios
after changes are made.
*The Relative Strength and Timevalue functions can now
compare variable length HQFILES with different start dates
as long as the end dates are the same.
*The Transaction Cash function can now calculate formulas
such as adding a dividend to the current cash position.
*Changes for the portfolio and DJIA are shown in both
value and %.
Version 1.06B- *The routine to retrieve HQFILES now no longer requires
the security to be entered in the current portfolio to
perform analysis or updates
*A bug in the sell function for multiple securities with
the same symbol has now been fixed.
Version 1.06A- *A macro (ALT-Q) has now been added to recalculate the
Portfolio and Totals area. This can be used as a check
or as a tool which allows you to manually edit the
portfolio price field without using the Total Investor
Update Portfolio menu commands.
*In some cases when using multiple portfolios the Change
Security Transaction command did not update the portfolio
totals properly. This has been corrected.
*Graph Save file error routine now returns properly
Version 1.06- *Quattro Pro Support added.
*Improved error correction
*Fixed bug in Buyback Short routine which returned to
the wrong field when a "\" command was entered at the
commission field.
*Fixed portfolio combine bug which caused error in the
capital gains area when the first portfolio combined had
no capital gains.
*Sell, Buyback Short, and Delete Security are no longer
case sensitive to the description field.
Version 1.05B- Lotus 1-2-3 Ver 3.0 support added.
Version 1.05- This version of TI has been updated to allow security
symbols with non-legal DOS filename characters (spaces,
slashes, and periods). This allows a greater variety of
securities to be tracked with the Total Investor Data Links.
Version 1.04 - * Multiple Portfolio capability added
* Lotus 1-2-3 Ver 2.2 compatible
* Fixed bug in Moving Average menu when Zoom hit
before moving average caused macro corruption.
* Corrected problem with Portfolio Update command
adding wrong data to Hqfiles when portfolio contains
identical multiple sequential symbols.
* Fixed "Date Not Found" bug in Update menu when
entered date could not be found and macro did
not exit properly
* Can now enter either description or date when
requesting HQFILE in Update, fixing bug.
* Print after CG sort now returns properly
* Default value of Zoom changed to 49
Version 1.03 - * Fixed macro nesting error bug in Update and Timevalue
routines for large portfolios
* ESC can now be used to exit macro menus
* Fixed bug in Edit macro that wiped out counter in file
error recovery routines
* Corrected error in scaling graphs for large values such
as DJIA in version 1.02
Version 1.02 -
* Added H/L/C/V bar charts
* Fixed problem when entering description or symbol that
matches name of range in main window (i.e. DOW). First
entry in range was entered rather than user input.
* Corrected exponential MA problem after a "\" is used to
exit from the Settings function of the Trend menu.
* Fixed problem in calculating PVI graph for files other
than demo data for IBM.
Version 1.01 -
* Fixed problem with handling files different in length
from initial settings.
* Timevalue function can now handle short positions and
files of different length.
* Corrected bugs in DO Split function when adjusting
Hqfiles.
* Fixed bug with WRSI Zoom function.
* Added date checking to Portfolio Update function.
* Fixed problem with Clear function in Trend menu.
* Fixed problem with Buyback Short when returning on
error.
Version 1.0 - Initial Release of Total Investor for 1-2-3.