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- #EF
- #T15,4,INTRODUCTION
- #C2,R4
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- #BN,5,12,75,16,2,0,0,3,14,1
- THE FINANCIAL ASSISTANT is a set of programs that will help you
- analyze, quickly and accurately, many of the options available
- to you to most effectively plan and manage your investments.
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- #C2,R5
- These are the calculation functions in THE FINANCIAL ASSISTANT programs:
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- ~C~ISTOCK OPTIONS BONDS~N
- ∙ Yield at Purchase price ∙ Price for a desired yield at maturity
- ∙ Yield at Strike price ∙ Price for a desired yield if called
- ∙ Yield ex-dividends ∙ Yield on a fixed market price at maturity
- ∙ Breakeven price ∙ Yield on a fixed market price if called
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- ~C~IANNUITIES & PERPETUITIES DEPRECIATION & DEPLETION~N
- ∙ Investment for a given payment ∙ Straight-line Method
- ∙ Payment from a given investment ∙ Sinking-fund Method
- ∙ Optional income tax impact ∙ Sum-of-the Integers Method
- ∙ Optional inflation impact ∙ Constant-Percentage Method
- ∙ Compound-Interest Method
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- ~C~IAMORTIZATION SINKING-FUNDS & INSTALLMENT SAVINGS~N
- ∙ Principal Amount ∙ Payment Reqd to Accumulate an Amount
- ∙ Payment Amount ∙ Time Reqd to Accumulate an Amount
- ∙ Interest Rate ∙ Amount Accumulated from Payments
- ∙ Amortization Schedules ∙ Income Tax impact (optional)
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- #C2,R6
- Because the programs in THE FINANCIAL ASSISTANT are designed to be very
- easily used, the instructions needed to operate the programs are very few.
- In fact, they all fit on one screen - the next one up.
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- The remainder of this User's Guide is devoted to background discussion of the
- various calculations and their uses. In a few instances, the programs con-
- tain certain assumptions; when this is the case, those assumptions will also
- be stated in the appropriate section of this User's Guide.
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-
- NOTE:
- Examples of the data input requirements and calculation results are provided
- directly within the programs for each calculation module. Immediately upon
- your selecting a module, its data input window displays, already filled in
- with the data for the example. To run the example, simply press the <ESC>
- key or click the left mousebutton.
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- #T15,4,GETTING STARTED
- #C3,R5
- ~W~I~KTHE FINANCIAL ASSISTANT PROGRAMS ARE VERY EASY TO USE.~N~k
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- Starting up: Insert the disk, type ASST , press the <Enter> key.
- #HS,18,7,78,7,0,3
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- #D3
- Selecting a A list of the programs will appear. Use the cursor
- Program.... (arrow) keys or the mouse to move the Highlight Bar
- to the program of choice. Press the <Enter> key or
- click the left mouse button to activate it.
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- #D3
- Running the A data input "window" will appear on screen. Use the
- Program.... Up/Down arrow keys or the <Enter> key to move the cursor
- between items. When you are satisfied with all the data
- in the window, press the <ESC> key or click the left
- mouse button on the upper left corner of the window box
- to enter it all at once.
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- #D3
- Viewing (and The calculated program results will appear on screen.
- Printing) the (You can make a print of any screen by pressing the
- Results.... <Print Scrn> key at any time.
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