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THE PERSONAL PORTFOLIO ANALYZER performs record-keeping, analysis and
reporting on any number of portfolios containing mutual funds, stocks,
bonds, time deposits and other securities.
This program calculates market values, realized and unrealized gains and
losses, holding periods, annual percentage returns, expected annual
income and yield before and after taxes. Reports, which can be
displayed on screen or printer, include income and taxability
analysis, realized (tax) gains and losses, and current market value
analysis. In addition, a list of expected income payments can be
printed for the next 12 months. Expected income can be broken down
monthly for budgeting purposes, and by security type and taxability
(non-taxable, taxable Federal and taxable State) for tax planning.
Total market value can be broken down by security type, portfolio name
or industry category. Up to four portfolios may be combined in all
reports.
THE PERSONAL PORTFOLIO ANALYZER is designed to be easy to use for
individuals and small fund managers. Entry of the market price for one
security, or application of a stock split or other distribution for one
security, in any portfolio, automatically applies to that security in
all portfolios. Security sales may be applied on a first-in first-out
or last-in first-out basis, or applied to a particular purchase lot.
When necessary, a purchase lot is automatically split into two parts.
Disk No: 2007
Disk Title: Personal Portfolio Analyzer, disk 2 of 2
PC-SIG Version: S1
Program Title: PERSONAL PORTFOLIO ANALYZER
Author Version: 2.1
Author Registration: $25.00
Special Requirements: None, but 4-D recommended.
THE PERSONAL PORTFOLIO ANALYZER performs record-keeping, analysis and
reporting on any number of portfolios containing mutual funds, stocks,
bonds, time deposits and other security types.
This program calculates market values, realized and unrealized gains and
losses, holding periods, annual percentage returns, and expected annual
income and yield before and after taxes. Reports, which can be
displayed on screen or printer, include income and taxability
analysis, realized (tax) gains and losses, and current market value
analysis. In addition, a list of expected income payments can be
printed for the next 12 months, for a checklist. Expected income can be
broken down monthly for budgeting purposes, and by security type and
taxability (non-taxable, taxable Federal and taxable State) for tax
planning. Total market value can be broken down by security type,
portfolio name or industry category. Up to four portfolios may be
combined in all reports.
THE PERSONAL PORTFOLIO ANALYZER is designed to be easy to use for
individuals and small fund managers. Entry of the market price for one
security, or application of a stock split or other distribution for one
security, in any portfolio, automatically applies to that security in
all portfolios. Security sales may be applied on a First-In First-Out
or Last-In First Out basis, or applied to a particular purchase lot.
When necessary, a purchase lot is automatically split into two parts.
PC-SIG
1030D East Duane Avenue
Sunnyvale Ca. 94086
(408) 730-9291
(c) Copyright 1989 PC-SIG, Inc.
╔═════════════════════════════════════════════════════════════════════════╗
║ <<<< Disk #2007 PERSONAL PORTFOLIO ANALYZER >>>> ║
║ (disk 2 of 2, 2006 also) ║
╠═════════════════════════════════════════════════════════════════════════╣
║ To start program, insert disk 1 and type: PA2 (press enter) ║
║ ║
║ To print documentation, insert disk 1 and type: COPY PAVER21.DOC PRN ║
╚═════════════════════════════════════════════════════════════════════════╝
PERSONAL PORTFOLIO ANALYZER - RELEASE 2.1
To obtain directions on how to get these programs running, first make sure you
are in DOS. You should see the prompt A> (or C> if you are on a hard disk).
Remove your DOS diskette, and insert the STARTUP diskette (or the STARTUP/PRO-
GRAM diskette if you have only a single diskette) in drive A. Turn on your
printer and make sure it is ready to print. Most printers have a ready light,
and it should be on. Then type the following command just as it appears:
COPY A:PAVERS21.DOC LPT1:
and press the ENTER key. Fourteen pages of information will be printed, and
the output will be paginated with pages numbered.
To get a "snapshot" printout of this screen, first make sure your printer is
ready and then press a shift key and the PrtSc key simultaneously. The PrtSc
key on the IBM-PC keyboard is on the second row of keys up from the bottom row,
near the right-hand side under the ENTER key. On other computers it may be in
a different position. This procedure can be used to obtain a screen printout
at almost any time, except when the screen contains graphics.
Volume in drive A has no label
Directory of A:\
CATALOG POR 32768 6-20-89 1:05p
DEMOFILE POR 16384 6-20-89 12:57p
FILE2007 TXT 2887 1-03-90 12:58p
GO BAT 38 1-01-80 1:37a
GO TXT 617 1-01-80 3:28a
PADDELS2 EXE 39585 6-18-89 7:12p
PADDELS2 HLP 9728 3-01-89 5:52p
PAINTAX2 EXE 38849 3-01-89 4:33p
PAINTAX2 HLP 6528 3-01-89 4:39p
PAMMENU2 EXE 25585 3-01-89 6:17p
PAMMENU2 HLP 12160 3-01-89 6:37p
PAMVALU2 EXE 34385 2-28-89 7:41p
PAMVALU2 HLP 5760 3-01-89 4:38p
PAREGAL2 EXE 30385 3-01-89 4:32p
PAREGAL2 HLP 3840 3-01-89 4:38p
PASALES2 HLP 3712 6-18-89 9:35p
PASETUP2 CTL 128 6-20-89 1:05p
PASTYPE2 HLP 4864 3-01-89 5:54p
PATRANS2 EXE 48193 6-18-89 7:13p
PATRANS2 HLP 13696 3-01-89 5:33p
READ ME 1183 2-09-89 9:34a
README 1183 2-09-89 9:34a
README DOC 1183 2-09-89 9:34a
RELEASE2 11 163 3-01-89 6:38p
24 file(s) 333804 bytes
17408 bytes free