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README.TXT
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1994-06-29
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***********************************************************
WELCOME TO FUND MANAGER
***********************************************************
An overview, as well as all the documentation for Fund
Manager is available via on-line help from inside the
application.
To get a quick feel for the capabilities of Fund Manager,
simply double click on any of the sample icons created
by the installation program.
If you have any comments, suggestions, or questions they
are welcomed by the author. See below for information on
how to contact the author.
***********************************************************
INSTALLATION INSTRUCTIONS
***********************************************************
Select the RUN command from the FILE menu of the Program
Manager. Run the program "install.exe".
Example: a:\install.exe
***********************************************************
REGISTRATION INSTRUCTIONS
***********************************************************
Fund Manager (copyright 1993 by Mark Beiley) is a shareware
application. If, after a reasonable period, you decide
that you find Fund Manager useful and plan to continue to
use it, please register with the author:
Mark Beiley
P.O. Box 3311
Burlington, VT 05401
USA
How to contact the author:
Internet: beiley@aol.com
America Online: Beiley
CompuServe: 72643,3041
Telephone: (802)864-7463 Evenings or weekends before
10pm EST
The most efficient way to contact the author is through
electronic mail. Questions are normally addressed within 1
or 2 days. To keep costs and registration fees down, long
distance phone calls can not be returned.
***********************************************************
WHAT YOU GET WHEN YOU REGISTER
***********************************************************
You will be sent a registration packet, which includes a
password. This password will enable the registered
version of Fund Manager.
Registered users are guaranteed $3 upgrades for life!
As a registered user you will always be able to upgrade
from any version to the latest version for only $3.
This has the added benefit of shielding registered users
from any potential increases in registration fees for
new users.
All registered users are entitled to 3 years of free
technical support from the author. Mark Beiley may be
reached by either US mail, telephone, or electronic mail at
the addresses and number listed above.
You will have the author's gratitude and have contributed
to the continuing development of Fund Manager.
You may print out the file register.txt to fill out and
return when registering. Please include any electronic
mail addresses that you may be reached at, in order to make
it easier for the author to notify you of updates.
***********************************************************
DEFINITION OF SHAREWARE
***********************************************************
Shareware distribution gives users a chance to try software
before buying it. If you try a Shareware program and
continue using it, you are expected to register. Individual
programs differ on details -- some request registration
while others require it, some specify a maximum trial
period. With registration, you get anything from the simple
right to continue using the software to an updated program
with printed manual.
Copyright laws apply to both Shareware and commercial
software, and the copyright holder retains all rights, with
a few specific exceptions as stated below. Shareware
authors are accomplished programmers, just like commercial
authors, and the programs are of comparable quality. (In
both cases, there are good programs and bad ones!) The main
difference is in the method of distribution. The author
specifically grants the right to copy and distribute the
software, either to all and sundry or to a specific group.
For example, some authors require written permission before
a commercial disk vendor may copy their Shareware.
Shareware is a distribution method, not a type of software.
You should find software that suits your needs and
pocketbook, whether it's commercial or Shareware. The
Shareware system makes fitting your needs easier, because
you can try before you buy. And because the overhead is
low, prices are low also. Shareware has the ultimate money-
back guarantee -- if you don't use the product, you don't
pay for it.
***********************************************************
DISCLAIMER - AGREEMENT
***********************************************************
Users of Fund Manager(copyright 1993 by Mark Beiley) must
accept this disclaimer of warranty:
"Fund Manager is supplied as is. The author disclaims all
warranties, expressed or implied, including, without
limitation, the warranties of merchantability and of
fitness for any purpose. The author assumes no liability
for damages, direct or consequential, which may result from
the use of Fund Manager."
Fund Manager is a "shareware program" and is provided at no
charge to the user for evaluation. Feel free to share it
with your friends, but please do not give it away altered
or as part of another system. The essence of "user-
supported" software is to provide personal computer users
with quality software without high prices, and yet to
provide incentive for programmers to continue to develop
new products. If you find this program useful and find
that you are using Fund Manager and continue to use Fund
Manager after a reasonable trial period, you must make a
registration payment of $20 to Mark Beiley.
The registration fee will license one copy for use on any
one computer at any one time. You must treat this software
just like a book. An example is that this software may be
used by any number of people and may be freely moved from
one computer location to another, so long as there is no
possibility of it being used at one location while it's
being used at another. Just as a book cannot be read by
two different persons at the same time.
Commercial users of Fund Manager must register and pay for
their copies of Fund Manager within 30 days of first use or
their license is withdrawn. Site-License arrangements may
be made by contacting Mark Beiley.
Anyone distributing Fund Manager for any kind of remunera-
tion must first contact Mark Beiley at the address above
for authorization.
You are encouraged to pass a copy of Fund Manager along to
your friends for evaluation. Please encourage them to reg-
ister their copy if they find that they can use it. All
registered users will receive a registered version of Fund
Manager.
***********************************************************
HISTORY OF CHANGES - (Started tracking with version 6.0)
***********************************************************
3/3/94 version 6.0:
3 investment categories
-No Load Mutual Fund
-Loaded Mutual Fund
-Stock or Bond
All transactions modify memory, added File/Save Data
New, Edit, Delete options added to Data dialog box
Fund rearranging capabilities enhanced
Printing of data in Data dialog box
Interpolation range made a user-definable variable
Portfolio Value graph dates are adjustable
Portfolio Return On Investment calculated
Percent gain on investment calculations
Percent gain on fund calculations
Accepts fractional format of prices
Import from Dow Jones
Import from Fund Manager
Menu commands rearranged and renamed to be more logical
Password registration
Graph date range changing made simpler
Bug fix - markers off graph
Bug fix - case sensitivity with importing prices
$20 registration ($3 lifetime upgrades)
3/9/94 version 6.0a:
Bug fix - inactive Print button on cost basis dialog
Bug fix - bad error message on first investment
6/12/94 version 6.1
Multiple Document Interface (MDI)
Reports added
-Portfolio Value
-Portfolio Performance
-Investment Transactions
New Graph types
-Overlay normalized NAV
-Overlay norma