Rising Star Technology
P.O. Box 20038
Dayton, Ohio 45420-0038
(800)252-2787 Orders
(513)254-6423 Orders
(513)254-7970 Fax


Congratulations!

You have just downloaded the demonstration version of InvesTrax!

InvesTrax is the Easiest Way to Track the Performance of Your
Mutual Fund Investments!

FEATURES!
---------
* Easy Investment Statement Data Entry! Account for All Your Buys,
Sells, Dividends, Short & Long Term Capital Gains, and Special
NAV Markers!

* Easy to Understand Color-Coded Investment Graphs!

* Easy to Discover Your Actual Interest Rate with the Interest
Wizard(tm)!

* Easy to Estimate Future Account Balances with the Future
Value Estimator(tm)!

* Windows 95 Ready!

We know you will enjoy using this package, it's simply the easiest
mutual fund tracking software available today!

INSTALLATION
------------
To install InvesTrax, simply double-click on the "Setup.Exe" program,
and follow the prompts!

All files will be copied to folder you select (default C:\INVTRAX)
and NO files will be copied into your Windows or Windows/System
directories.

WELCOME TO INVESTRAX - Copyright © 1995-96 Rising Star Technology
-----------------------------------------------------------------
Thank you for giving us the opportunity to demonstrate the
capabilities of InvesTrax. This package includes the latest version
of our demonstration disk.

There are three ways to view your mutual fund transactions:
As list of all mutual fund transactions, a graphical view where
the share price or fund value is plotted verses transaction date,
and calculated fund statistics.

The different views can be selected using the mouse to click on
the appropriate "tab" located at the bottom of the main window.

Transaction List:

This view displays all the mutual fund transactions you have
entered. To Add a new transaction, select Add Transaction...
listed under the Edit menu. Editing a transaction is as easy as
double clicking on the transaction to be edited from the
transaction list.

Transactions come in several flavors:

Buy: Select this type if you invested money into a mutual fund
(thereby purchasing shares). Fill in the dollar amount invested
and the current share price. InvesTrax will automatically
calculate the number of share purchased. All of this information
can be found on the statements you receive from the mutual fund
company.

Sell: Select this type if you withdraw some money from your
mutual fund (thereby sell shares). Fill in the dollar amount
withdrawn, and the share price at the date of withdraw. Both of
these will be listed on the statements you receive from the
mutual fund company.

Distributions (Dividends, Short Term Capital Gains, Long Term
Capital Gains): There are three categories in which distributions
can be classified. All represent money that a fund "pays" the
fund holder (you) for the privilege of using your invested
money to make more money. You can think of it as being similar
to interest that a bank would pay on your passbook savings,
although this is not  technically correct. Again your statement
of account will list these as well.

Reinvested Distributions: When a fund "pays" a dividend, or short
term capital gain or any distribution, you can direct the money
to be sent directly to you, or reinvested back into the fund. If
you do not receive checks regularly then your distributions are
probably being reinvested back into the fund. In any case when
entering a distribution, check the reinvested box appropriately.
The default is that all distributions are reinvested.

Graphing:

Graphing all your transactions is as easy as clicking on the
tab marked Graph. You can select between a graph of share price
verses transaction date, or fund value verses transaction date
from the Graph menu.

The points on the line indicate that a transaction took place
at that time. A blue indicates a Buy occurred, red indicates a
Sell, and Green indicates that the fun paid a distribution that
was reinvested. Double clicking on any point brings up more
detail about that transaction.

Statistics:

Every time you switch to the statistics view, a number of
calculations take place. First, all the buys, sells and
distributions are totaled and tabulated for a good overview of
the kind of activity that has taken place in the fund. Secondly,
if you are dollar cost averaging mutual fund investments,
then the dollar cost average figures of average share price
and average purchase price will be of interest.

DEMONSTRATION VERSION LIMITATIONS
---------------------------------
The demonstration version of InvesTrax is fully functional with
the exception of the save option. You can enter, load, modify, graph,
calculate effective interest rates, etc... but you cannot save the
fund files you have created.

InvesTrax is sold for at a very reasonable price. Full ordering
information will be presented.


Thanks for the Demonstration Request and Enjoy!


Douglas Hodson
Rising Star Technology