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VENDINFO.DIZ
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VENDINFO
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1996-05-27
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┌────────────────────────────────────────────────────────────────────┐
│ 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