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- Dear Shareware Vendor:
-
- This file contains our distribution policy and information on OWL
- Personal Portfolio Manager Version 6.
-
- PROGRAM DESCRIPTION:
-
- Name: OWL Personal Portfolio Manager
- Version: 6.0b
- Price: $45.00
- Requirements DOS 3.3 or above, 640K RAM, Hard Disk
- Keywords: INVESTMENT, PORTFOLIO, CHART, STOCK, BOND, SAVINGS,
- FINANCE, TAX, SHARES, OWL
-
- OWL Personal Portfolio Manager (OPPM) was rated the best portfolio
- management software by the (London) Financial Times (10/10/92) and
- Securities Research Company Ltd. (Market Analysis, 2/9/94). This
- powerful, yet easy to use, portfolio management and technical
- analysis system is used by individual investors and money managers
- on five continents.
-
- OPPM eliminates the drudgery of investment record keeping by
- maintaining records of stock, bond and mutual fund transactions
- and automatically computing capital gains and losses using your
- choice of IRS approved accounting methods. OPPM also tracks cash
- accounts, other assets and liabilities along with of interest,
- dividends, rents, royalties and other investment income. When it's
- time to prepare your tax return, all the information you need is in
- one place.
-
- OPPM helps you manage investments by maintaining seperate accounting
- for up to 500 different portfolios. It's easy to set up portfolios
- for retirement planning, children's college funds, brokerage accounts,
- what-if analysis and much more. The report generator lets you
- customize each report to include any combination of portfolios over
- any range of dates.
-
- OPPM keeps you informed on the performance of both individual
- investments and entire portfolios. It automatically computes both the
- dollar value and annualized yield of unrealized capital gains, so you
- can quickly tell the winners from the loosers. And, OPPM tracks and
- charts the net worth of your portfolios, so you'll always know if
- you're meeting your investment objectives.
-
- OPPM helps you analyze investments and potential investments with
- powerful technical analysis charts. Charts include: price/volume,
- moving averages, polynomial trend analysis, relative strength,
- on-balance volume, Wilder's RSI, Stochastics, relative volume index,
- correlation analysis and asset allocation.
-
- A companion program, OWL Portfolio Price Loader (OPPL), is available
- to automatically update stock prices using data from: America Online,
- CompuServe, GEnie, Prodigy, Dow Jones News Retrieval, FarPoint BBS,
- Internet (Quote.Com) and Just Data (an Australian data service).
-
- An on-line user's guide, context sensitive help and intuitive mousable
- menus, make OPPM is very easy to learn and use.
-
- DISTRIBUTION POLICY:
-
- 'Otto-Williams Ltd. (OWL) grants you a license to distribute our
- shareware in its original form provided that you distribute all
- files required for operation of the program (see below) and:
-
- 1. You identify it as shareware with an appropriate definition.
- 2. You leave all intellectual property (including copyright notices)
- in place.
- 3. We do not request that you discontinue distribution of the
- product.
-
- To summarize, you may archive our programs, unarchive them and
- distribute them on whatever media you choose so long as you do not
- alter the program or accompaning data files in any way.
-
- We want the widest possible distribution for our shareware programs
- and will be glad to assist you in designing a distribution scheme
- which is appropriate for your operation.
-
-
- FILES ON DISK:
-
- OPPM_EXE.EXE Self extracting archive containing:
- OPPM.EXE - Main Program (REQUIRED)
- HELP.DBF - Help system database (REQUIRED)
- HELP.DBT - Help system database (REQUIRED)
- CONFIG.DBF - User settings database (REQUIRED)
- MPRN.DAT - Graphic printer drivers (REQUIRED)
- OPPM_DAT.EXE Self extracting archive containing:
- SEC.DBF - Data File (REQUIRED)
- PUR.DBF - Data File (REQUIRED)
- FOL.DBF - Data File (REQUIRED)
- INC.DBF - Data File (REQUIRED)
- PRICE.DBF - Data File (REQUIRED)
- AL.DBF - Data File (REQUIRED)
- ORDER.DOC Registration Order Form (REQUIRED)
- README.1ST ASCII text file containing installation and startup
- instructions (REQUIRED - we will work with you to create
- a suitable substitute if needed to support your distribution
- approach).
- INSTALL.BAT Installation batch file (REQUIRED).
- FILE_ID.DIZ ASCII text file containing brief program description suitable
- for catalog listing (OPTIONAL)
- VENDOR.DOC ASCII text file containing vendor instructions, file and
- program descriptions (REQUIRED).
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