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1990-11-05
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Wall $treet - The Bottom Line
_____________________________
Version 5.3
___________
9/10/90
Stock Market / Securities
_________________________
Database Tracking & Analysis Software
_____________________________________
Color / Monochrome
EGA / VGA / CGA / MCGA
(C) Copyright 1989/1990
by
Dan M. Schell
IMAGE PLUS SOFTWARE
___
STANCOatlanta
2615 Shallowford Road., N.E.
Atlanta, Georgia 30345
(404) 636-2179
All Rights Reserved
FILES & PACKAGE OVERVIEW
Files On Disk
................................................................
WALLST.EXE ------ MAIN LOADER PROGRAM
WSMAIN.OVL ------ MAIN OVERLAY MODULE
PNTWST.OVL ------ PRINT MODULE
WSUTIL.OVL ------ UTILITY MODULE
WSGRAPH.OVL ------ GRAPH MODULE
WSTRACK.OVL ------ CURRENT PRICING MODULE
SAMPLE.DAT ------ SAMPLE DATA FILE - Can be deleted.
WALLST.DTA ------ CURRENT PRICING DATA FILE with data for SAMPLE.DAT
WALLST.CTL ------ SYSTEM CONFIGURATION FILE - Can be deleted.
PRINTER.CTL ------ SYSTEM CONFIGURATION FILE - Can be deleted.
BRUN45.EXE ------ RUN TIME MODULE
WALLST.DOC ------ PROGRAM DOCUMENTATION
INSTALL.EXE ------ INSTALLATION PROGRAM
READ.ME ------ May be included with the latest notes & revisions.
Program Overview ............................................................
This database program was written to track your investments in the stock
& bond markets. Each time you buy & sell a security you will be able to
quickly & easily store the details of the transaction. You will have a
permanent record of each transaction for future use. You will be able to
edit & delete individual records, allowing you to keep your records current.
With the addition of the current pricing module, you will be able to
evaluate your current investments based on their current pricing, & obtain a
year to date performance evaluation based on current pricing and trades
completed in the current year.
You will be able to use different data files as desired, as specified
from the Utility menu. The data file last used, will be automatically loaded
from the menu the next time you start the program.
When you start the program, It will remind you of the last date the
program was executed. It will also keep track of how long you have been in
the program & provide that information to you when you exit.
The program will accommodate "Short Sells" as well as traditional
investments. It will calculate, & display various factors based on buy/sell
prices, fees/commissions paid, date bought/sold, & number of shares includ-
ing:
O Total cost to purchase a security.
O Total received from sale of a security.
O Day of the week that a transaction occurred.
O Number of Days held to date, while still in your portfolio.
O Number of Days Security held when a trade is complete.
O Profit or Loss Percentage, Based on the investment & on the time held.
The analysis portion of the program will display various summaries for
all trades occurring in the year you choose. One option will summarize a
listing of all trades reportable to the IRS in the chosen year. This is
very useful at tax time.
The Graph portion of the program will display several graphs displayed by
record number to aid in visualizing your trading performance over time.
Menu Interface: The selections from the menu are made by pressing the
indicated key. You can use upper or lower case. For example:
"Press Your Choice ( A, L, D, C, or M )"
Make your selection by pressing "A" or "a". No return is needed, as the
selection is automatic.
The Menu will indicate the appropriate choice by parentheses. For
example "Cum-(S)ummary Graph would be selected by pressing "S" or "s".
In addition to the direct selection from the menus, The "ESC" key will
return you to the parent menu. When at the Main menu the "ESC" key will exit
the program.
Menu Descriptions:
________________________
.............. MAIN MENU ..............
DISPLAY & ANALYZE DATA ON FILE: Branch to the Investment Display Menu.
ADD NEW DATA TO DATABASE: Add a new entry to the Data Base. The input fields
are as listed & described below. An "I" indicates an input, "Q" Question &
"R", a system Response.
I Name of Security: The name of the security (Up to 20 characters). You
may want to use your own naming system for use as a
quick search as described in the Video Print Menu.
I Number of Shares: The number of shares purchased. Maximum of 5,000,000
shares in integer format. Optional format maximums
are 999999.9; 99999.99; 9999.999 if shares entered
require non integer format.
Q Short Sell (Y/N): A short sell occurs when a security is sold first, &
then later bought back at, hopefully, a lower price.
Answer "N" to normal "Buy now - Sell Later" transac-
tions.
I Year of Purchase: The year security purchased, default to current year.
I Month of Purchase: The Month security purchased, default to current
month.
I Day of Purchase: The Day security purchased, default to current day.
R Day of the Week: The system will reply with the Day of the Week that
this purchase took place.
I Price Per Share: The price paid per share.
I Commission to Buy: The total commission & fees paid at Purchase.
R Total Cost to Buy: The system will then reply with the total cost of
purchase based on Number of Shares; Price paid per
share; & Commission/Fees paid.
Q Has this been Sold: If you answer "Y", you will then be able input the
sell data. If you answer "N"; you will be allowed
to exit to store the purchase data.
I Year Security Sold: The year security sold, default to current year.
I Month Security Sold: The month security sold, default to current month.
I Day Security Sold: The day security sold, default to current day.
R Day of the Week: The system will reply with the Day of the Week that
this sale took place.
I Price Per Share: The price received per share when sold.
I Commission to Sell: The total commission & fees paid when sold.
R Total Received: The system will then reply with the total amount
received when sold, based on Number of Shares; Price
per share received when sold; & Commission/Fees paid.
R Total Loss or Gain: The system will then calculate the total amount of
loss or gain based on the above data.
Q Is this Correct: Enter "Y" to store the record; "N" to try again or
"A" to abort the addition of the record.
Hint: Even if you make a mistake, you may find it quicker to go ahead &
save the data already entered by answering "Y", & simply correcting the error
later by using the Edit Command described below.
EDIT OR UPDATE EXISTING DATA: Edit