CD School House 10/CD School House - Education and Games (10.0) - Wayzata Technology (1995).iso/mac/DOS/MISC/SPRM40/STOCKNEW.DOC

Text File | 1994-05-15 | 35KB | 681 lines

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*           STOCK PORTFOLIO RECORD MANAGER from Gellman Software         *
*                        History of Recent Versions                      *
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          A Note to Users:  This file documents the large number of
     changes made to the program over the last few years.  Major
     changes add new features.  Minor changes make the program easier
     to use or fix errors.  The philosophy is to add useful features
     unobtrusively so that they can be easily ignored by those who
     don't like change.

          Your ideas are welcome.  No suggestion for improvement is
     insignificant.  If you can think of any feature that would be
     useful to you, please let me know.  Every proposal will be
     seriously considered.


VERSION 4.0  Major Revision (April 1994)

     -- NEW TRANSACTION!  The program now recognizes a ninth transaction
for dividend reinvestment.  This is not really a separate transaction.  It
is actually just a convenient way of entering two transactions (BUY and
CASH DIVIDEND).  When the BUY transaction is complete, the relevant
information is automatically entered on a new CASH DIVIDEND transaction
screen.  You can edit the CASH DIVIDEND transaction or just accept it with
a few keystrokes.  If you don't track cash dividends, then just enter a BUY
transaction for the purchase.

     -- NEW REPORT!  There is a new portfolio report that includes all the
elements of the existing report plus cost yields and percentage profit/loss
for each stock.  This report is too wide for printing on a physical printer
so it can only be printed to a file and read with the report viewer.

     -- If you hit ESCAPE from any spot on the main menu, the QUIT option
will be highlighted.  You then must hit ENTER to end the program.

     -- When entering a new transaction or changing an old one, the final
prompt before acceptance now offers a new option.  The transaction can be
accepted (by hitting ENTER), aborted (by hitting ESCAPE), or re-edited (by
hitting any other key).  This allows you to catch a mistake at this late
opportunity without having to abort and reenter all of the data.  The
message for an aborted entry or change has been moved and slightly
modified.  The same option now exists when entering a new stock as well.

     -- The stock selection screen has been revised.  Previously, it
included only the name and symbol.  Now it includes some substantive
information so that the selection screen serves as a mini-portfolio list.
One consequence is that the screen list now includes only 16 stocks rather
than 18 previously.  You can, of course, still scroll up and down.

     Stock selection by entering a number also still works.  For example,
to select stock number 13, hit 1 then 3 then ENTER.  Selection by number
also now works for the log selection screen as well.  If you have 97 log
entries, you can now select number 56 by entering 56 (5 6 ENTER) rather
than scrolling down through several screens.

     -- When entering a SELL or DISPOSE transaction, the number of shares
currently owned is now displayed at the bottom of the screen.  There is
another change if you attempt to sell or dispose of more shares than you
own.  The program did not accept the entry of a number higher than the
current holdings.  Previously, however, the program erased your entry and
asked you to try again.  Now, your entry is retained in the input field so
that it can be edited.

     -- The acceptance screen for new transactions has been slightly
revised.  In addition, when selling a stock, the acceptance message
includes proceeds of sale instead of price.

     -- A printed portfolio list now includes a two line title showing the
data fields.

     -- The second screen and the final screen have been revised, and
several messages throughout the program have been reworded.  The sequence
of events as the program shuts down has been altered.  The user will not be
aware of this last change.

     -- When selecting a file for viewing, the first 24 report files
(*.RPT) in the CURRENT directory are displayed in a box at the bottom of
the screen.  If there are no *.RPT files in the directory, the box now
shows "<none>".

     -- This history file has been changed by omitting the details of the
oldest revisions.

     -- Bugs fixed:

          ■ When printing a transaction report, the subtitle was improperly
     printed in two lines.  This has been fixed.


VERSION 3.9  Minor Revision (October 1993)

     -- NEW STATISTIC!  A new statistic now appears with the main display
for each stock.  Yield based on cost now appears along with the existing
yield which is based on the current price.  In order to add this
information, the screen and print main stock displays have been adjusted.
The dividend information on the top part of the screen display has been
moved, and a new line has been added.  On the printed version, the
percentage of profit/loss no longer appears on a separate line.  It is now
included as a parenthetical on the profit/loss line.  Other data elements
have been moved to make room for the cost yield.

     -- The portfolio summary (screen version only) now includes a
calculation of yield based on the cost of the portfolio in addition to the
existing yield which is based on the current value of the portfolio.  The
summary also now shows the percentage of profit/loss in addition to the
dollar amount of the profit/loss.

     -- When entering new transactions, the program now remembers the last
date entered (during the same session) and allows you to repeat it by
hitting the forward slash key.  There is a screen prompt when this facility
is available.

     -- When a new transaction is accepted, the acceptance message has been
changed.  The acceptance screen now shows selected main file information
that reflects the effect (if any!) of the newly entered transaction on the
holdings of the stock.

     -- There are several changes to the hypothetical transaction:

          ■ For sales, the proceeds are now displayed, along with the
     percentage of profit/loss.  Both appear when the data entry for the
     transaction is completed.

          ■ When selling all shares, the basis shown for the transaction
     was not always exactly equal to the actual basis.  This has been
     corrected.

          ■ When a proposed transaction basis is displayed, it is accepted
     by hitting the ENTER key.  Previously, if another key was struck, the
     proposed basis was erased.  This has been changed to conform to the
     practice on the regular transaction screen.  Now, the striking of a
     key other than the ENTER key does not erase the proposed basis.  It
     remains on screen, available for further editing.

     -- There are several changes to the process of selecting a file for
viewing or printing:

          ■ When selecting a file for viewing, the first 24 files (*.RPT)
     in the CURRENT directory will be displayed in a box.  If you print
     reports to other directories, this will be useless.

          ■ Error messages on the select file for viewing and printing
     screens have been moved to the upper box.

          ■ If an error occurs while selecting a file for viewing, you are
     returned to the file selection screen rather than dumped back to the
     main menu.  The default file specification will once again be restored
     and prompted.

          ■ Previously, if you tried to read a report file when you did not
     write to or select a file for printing during that session, there was
     no prompt for a file name on the view file screen.  Now, if there is
     one .RPT file in the CURRENT directory, that name will be prompted
     provided that you have not written to or selected a file for printing
     in another directory.

     -- When viewing a report or the documentation, the first screen line
now shows the current location by displaying a percentage of the file that
has been read, and the layout of the first line information has been
altered slightly.

     -- When printing complete files or history reports for all stocks,
there is now a screen counter to show the progress of the print request.

     -- In previous versions, when displaying a complete log entry on
screen, the entire display shifted to the left when the note field was long
so that the entire note would appear on one line.  Now, only the note field
is shifted when necessary.

     -- The screen reminder of the current printer now blinks in part for
emphasis.  Similarly, the message that a change has been accepted is now
highlighted.

     -- Bugs fixed:

          ■ When selecting dates of your choice for transaction and other
     reports, the error message for a bad date appeared in the wrong place.
     This has been corrected.


VERSION 3.8  Major Revision (March 1993)
     (Thank you Phil Welty and Herbert Greenberg.  I didn't intend to
release a new version so soon, but a problem needed immediate attention.
The new dividend feature comes along for the ride.)

     -- MAJOR NEW CAPABILITY!  Dividends may now be categorized as
ordinary, long term capital gain, short term capital gain, and tax free.
The new information is now available in several dividend reports and the
printed stock file.  There is no need to change any previous dividend
transactions to conform.  The default is for ordinary dividends, and any
undesignated dividends will be categorized in this way.  To change other
dividends, use the CHANGE menu.  All of this required a variety of small
conforming changes throughout.

     -- The hypothetical transaction process has been changed in two ways.
First, when entering a SELL transaction, hitting ENTER (or simply scrolling
down) with a blank field is treated as the sale of all shares.  This avoids
the need to copy a number that the computer can supply for you.  There is a
screen prompt for this.  Second, in earlier versions, the user could edit
the profit/loss field.  This seems pointless here and the ability has been
eliminated.

     -- On the menu of stocks for selection, stocks have always been
numbered.  Prior to version 3.3, you could select a stock by number.  The
ability to select by number has now been restored at the request of a user.
Hit the number keys and then ENTER.  There is no screen reminder of this
capability.

     -- Total basis displayed or printed previously had only two digits to
the right of the decimal point.  When transactions involved fractional
shares or prices, this produced some apparent rounding errors.  In order to
minimize the appearance of these errors, total basis has now been uniformly
changed to four digits to the right of the decimal.  There may still be
rounding errors in this data field, but they will be at the .0001 level.

     -- The file viewer has been adjusted so that scrolling right and left
now shifts the viewing window by 20 spaces rather than 10.  This makes it a
bit easier to look around.

     -- Bugs Fixed:

          ■ A major internal shortcoming was identified and fixed.  The
     documentation promises an unlimited number of stocks and transactions.
     Due to unforseen limitations of programming tools, this promise was
     not completely fulfilled.  The program could accept unlimited stocks
     and transactions, but it was unable to display more than 400
     transactions (or stocks) using the one-line, scrollable display.

          In addition, the same display of transactions could result in an
     improper background color if there were a large number of
     transactions.  All of this has been fixed by a complete revision of
     the display routines.  The display screen is now constructed on the
     disk rather than in memory.  The downside is that it takes longer to
     create the screen.  A progress counter has been added to the "Task in
     Process" screen so you can watch while waiting for the transaction
     screen to appear.  Sorry about this one.  No one actually reported any
     substantive problem.  One user reported the color problem which in
     turn pointed to the larger problem.

          ■ When changing the symbol for a stock that had no logs, it was
     possible that the program would crash.  This has been fixed.

          ■ The previous version promised to print a zero in the price
     field for stock sales.  This change was not well implemented, and it
     interfered with the display of some prices on the CHANGE LOG screen.
     Hopefully, this has been fixed correctly now.


VERSION 3.7  Major Revision (January 1993)
     (Thanks as always to Phil Welty.  Some program changes are the result
of suggestions from David Hassell and Ron Bartlett.)

     -- NEW CAPABILITY AND REPORT!  Sales may now be categorized as long
term or short term, and a new capital gains report is available separating
sales in these two categories.  The new report can be found on the
TRANSACTION REPORT menu.

     This has required small changes here and there in the program, but all
has been accomplished without requiring reformatting of existing data
files.  When entering or changing sale transactions, you will now be
prompted to indicate if the sale is long or short term.  The field may be
left blank.  Sale transactions that have not been characterized as short or
long term are listed separately in the report.  To designate existing sale
transactions, use the CHANGE menu.

     Programmer's Note:  This report was requested by several users.  It
     was not easy to decide how to do it.  There were many different
     approaches.  The one I selected makes the user do the designation.
     Automatic determinations of long or short term sales are VERY
     complicated at best and impossible at worst.  Comments welcome.
     Further information can be found in the main documentation.

     -- NEW REPORT!  The program now offers a report that shows the capital
transaction history for a stock.  This is a one line listing for each
capital transaction (transaction numbers 1-6) showing the date, transaction
type, price, number of shares, cumulative shares, basis, and cumulative
basis.  This was requested by an Australian user!  You may find this report
a useful and shorter alternative to a printed file listing.

     -- NEW FEATURE!  You can now read the documentation (STOCK.DOC) from
within the program.  This is useful if you want to consult the
documentation without exiting back to DOS.  This new option is the fourth
choice on the DISPLAY menu.  You may specify a different drive and path if
you keep STOCK.DOC in a directory other than the default directory.  You
can only read a file named STOCK.DOC.  It's a big file, and it takes a few
seconds for the program to digest it all.

     -- NEW FEATURE!  You can now erase report files (*.RPT) from within
the program.  You no longer have to exit to DOS to erase an old report
file.  This new option is the fourth choice on the DELETE menu.  You can
specify a different drive and path if necessary.  You may delete all .RPT
files in a specified directory or you may make individual decisions.  Note
that the program will erase any file with a .RPT extension found in the
designated directory, whether or not it was created by the program.

     -- The selection of dates for reports or multiple deletions now
provides a fourth alternative.  The new choice is January 1, 1900 to
December 31, 1999.  This includes all legal dates and offers reports or
deletions that encompass all transactions in the files.  The previous date
alternatives remain available:  year-to-date, last year, and user's choice.


     -- One consequence of the addition of short/long term designations for
sales is a change in the existing transaction reports limited to stock
sales.  The old reports included a column for transaction type.  For sales
reports, this was always "SELL".  This superfluous information has now been
replaced with an indication of the short/long term holding period.

     -- The internal file viewer now reads and displays files about 30%
faster than before.

     -- Minor screen changes have been made to accommodate the capital
gains data field and for other purposes.  Some windows have been modified,
colors adjusted, and messages slightly revised.

     -- Bugs Fixed:

          ■ When entering a new transaction, hitting ESCAPE to abort an
     entry usually brought up the main stock file display rather than the
     main menu as intended.  This has been fixed.

          ■ When entering a new transaction, the field that held the basis
     was not always highlighted properly.  This has been fixed.

          ■ When printing transactions, the program would not print a price
     of zero.  This followed a practice of not printing meaningless fields.
     However, it is possible to have a sale price of zero to recognize the
     disposition of a stock that has become valueless.  The program will
     now print a price of zero for sale transactions.

          ■ The entry of certain log fields with tremendously large numbers
     could either crash the program or exceed the ability of the program to
     display accurate figures.  Now the program monitors the entry of some
     fields and rejects numbers that too large for the program to process.
     This is not foolproof, and it may still be possible to corrupt data
     files or crash the program sometimes when large numbers are involved
     in a transaction or set of transactions for a stock.  Don't even begin
     to worry about this unless you have more than $5 million worth of
     stock in one company or more than five million shares.  The actual
     maximum number is considerably higher than 5 million.

          ■ It was possible with earlier versions to crash the program by
     attempting to change or delete a log for a stock that had no logs.
     This will no longer happen.

          ■ When changing an existing sale transaction, the program could
     get confused because the number of shares sold may be less than the
     number owned at the time the change was being made.  This has been
     corrected.  There is no error checking for the number of shares sold
     during a change.

          ■ When entering or changing an illegal transaction date, the
     error message could overwrite part of the transaction type description
     under some circumstances.

          ■ The expected dividend report did not properly reflect dividends
     received once a year in the month of December.


VERSION 3.6  Major Revision  (May 1992)

     -- MAJOR NEW FEATURE!  A file viewer has been added so that reports
printed to a file can be viewed without leaving the program.  The file
viewer can be found as the third item on the DISPLAY menu.  Only files with
an extension of .RPT can be viewed.  Files wider than 80 columns can be
viewed by using the left and right arrow keys to shift the display window.
Only the first 16384 lines (a very large number!) in a file can be read.

     -- MAJOR NEW FEATURE!  A new portfolio summary has been added (number
3 on the PORTFOLIO REPORT submenu).  You may now request a portfolio
summary based on file prices for any given date.  The summary uses the
price on or immediately after a specified date ($0.00 ignored).  If there
is no qualifying price (e.g., the date specified is before any existing
file price), then the most recent file price is used.

     This summary has some limitations.  It does NOT reflect any changes in
the portfolio between the specified date and the current date.  Thus, it is
most suitable for use in portfolios that are stable.  If you have sold a
stock and bought another, the summary only includes the value of the
current holdings.  If you have added a stock, the addition is valued at the
current file price in all earlier summaries.  Please be careful not to
misinterpret the results.

     -- When printing to a DOS file, the format of printouts has been
revised.  Each report that is longer than one page now streams from top to
bottom without page breaks.  The page breaks will appear when printing to a
physical printer.  Several users felt that the page breaks were
inconsistent with printing to a DOS file.  The end of each report is marked
by a line across the screen.

     -- The portfolio comparison chart -- available when any type of
portfolio summary is requested -- now proposes a description suitable for
each of the three different types of summaries.  The proposed description
can be modified.

     -- Previously, when printing a list of main files only, the current
date printed only once per page.  It now prints as part of the title of
each main file.

     -- The short screen display of transaction logs has been altered so
that if the price, number of shares, or basis for any transaction is zero,
nothing is displayed for that field.  Previously, a 0.00 was displayed.
The change makes the screen look less cluttered by eliminating unnecessary
data.

     -- When entering or changing the basis for a transaction and a
tentative basis is calculated by the program, hitting any key except ENTER
allows the user to enter a different number.  In previous versions, the
proposed basis was erased.  Now, the proposed basis remains in the field
and can be edited or erased by the user.

     -- When ordering an expected dividend report, you are asked first
about a leap year and then for a report title.  Previously, there was a
brief delay between these two requests.  The delay has been eliminated.

     -- Several minor conforming screen and message changes have been made.

     -- Bugs Fixed:

          ■ The previous version thought that February had 27 days and 28
     days in a leap year.  The program now recognizes the correct number of
     day for February.  Since February 29, 1992 was a Saturday, no one
     noticed this error.

          ■ When changing a transaction log, the basis displayed in
     previous versions showed four digits to the right of the decimal
     point.  The display now contains only two decimals.  You can enter
     numbers with greater precision if desired, but the display will be
     rounded to the proper two decimals for dollar figures.

     -- Documentation:

          ■ The documentation (STOCK.DOC) has been completely revised and
     updated.


VERSION 3.5  Major Revision  (February 1992)
     (Thanks to Phil Welty, Mark Camp, and others for suggestions and
     assistance.)

     -- MAJOR CHANGE!  In all previous versions, the default printer was
the IBM Proprinter (dot matrix).  The last version added the ability to
print to a DOS file.  After asking a few users, I found that most usually
print to disk, not paper.  As a result, the default printing device has
been changed.  Unless otherwise specified, printing is now done to a DOS
file named REPORT.RPT in the current directory.  In order to accommodate
those who want to use paper as the default, there is a new command line
switch (/IBM) that selects the IBM printer.  The laser printer command line
switch (/HP) remains operational.  Printing devices can also be changed
using the SELECT PRINTER option on the PRINT submenu.

     -- A corresponding change has been made in the SELECT PRINTER process
and messages.  When selecting a DOS file, REPORT.RPT is offered as the
default.  This can be changed, but the target file must have a .RPT
extension.

     -- The second screen has been revised to reflect the new command line
switch.  The recommendation for a physical printer has been dropped, and a
notice of the change in default printer has been added.

     -- The Printer Selection Screen now shows the current printer.  A
similar message now appears on the Report Title screen.

     -- When selecting a DOS file as a printer through the SELECT PRINTER
submenu, entering an illegal path or file name now returns you to the
submenu rather than to the main menu.  This gives you another chance to
enter a legal name without an extra keystroke.
     -- NEW REPORT:  A new transaction report is now available.  It lists
stock sales that were profitable separately from sales that were not.  This
Profit/Loss report is the fourth selection on the TRANSACTION REPORT
submenu.

     -- The second screen for the DELETE MAIN FILE routine has been revised
to show the current holdings in the selected stock.  This permits you to
verify that you own no shares of the stock you are about to delete.

     -- Dividend and Transaction reports require that the entire data file
be read and, sometimes, sorted.  If there are many transactions, this can
take a while.  The "Task in Process" screen now shows whether the program
is reading, sorting, and writing.

     -- Bug Fixed:

          ■ A rounding error in calculating net losses of approximately
     $.01 on stock sales has been corrected.


VERSION 3.4  Major Revision  (October 1991)
     (Thanks to Phil Welty, RDS from CO, Bob Blacher, Wayne Hammerly, and
     others for suggestions and assistance.)

     -- NEW FEATURE!  When a portfolio summary is displayed, you now have
the option to save key information in a temporary portfolio comparison
chart.  The chart allows for a short, user-supplied description so that
different summaries can be distinguished.  The comparison chart can also be
displayed directly from the PORTFOLIO REPORTS menu.  The chart contains the
eight most recent portfolio summaries.  The chart is erased at the end of
the current session.

     -- NEW FEATURE!  It is now possible to print to a DOS file rather than
to a printer.  The printer selection screen has been revised accordingly.
Every printed report can be sent to a DOS file except for the transaction
summary screen.

     -- The selection of dates for reports or multiple deletions now
provides three alternatives:  year-to-date, last year, and user's choice.

     -- The DIVIDEND REPORT menu has been changed to conform to the
TRANSACTION REPORT menu.  The same options exist as before, but the choice
between a printout by company and by date is now made at the date selection
screen rather than at the menu.

     -- The sorting algorithm used for date sorts has been changed.  While
the earlier algorithm produced correct reports, it appeared to randomly
order events that occurred on the same day.  The new routine will order
same-day events predictably.

     -- The message indicating that a deletion request has been aborted has
been made more generic.

     -- The opening and closing screens have been speeded up.  Other
changes have been made to screen layouts, most notably the hypothetical
transaction screen.

     -- Bugs Fixed:

          ■ The main stock file print routine printed an extra blank line
     which caused a main-file-only listing to extend to the last physical
     line of the page.  This has been corrected.

          ■ When entering or changing a new stock file, the program skipped
     the date field if the number of dividends per year was zero.  This
     could lead to a situation where it is impossible to change the date
     field.  This has been fixed by deleting the intentional skipping of
     the field.


VERSION 3.3   Major Revision  (June 1991)
     (Thanks to Phil Welty, Mark Camp, and others for suggestions.)

     -- Selecting an individual log for display, change, or deletion is now
done with a lightbar.  Also, the previous main menu selection for a summary
of logs has been eliminated.  One consequence of the lightbar log selection
is a slight delay in filling the selection screen if you have many
transactions for a stock.  The benefit is that you can bounce from one end
of the list to the other instantaneously.

     -- NEW REPORT!  There are two new printed dividend reports available.
Both offer a list of expected dividends for a year, one by date and the
other by company.  See STOCK.DOC for more details.

     -- NEW FEATURE!  The program now offers the ability to enter a
hypothetical buy or sell transaction for an existing stock.  This
hypothetical transaction is available as the fourth selection on the ENTER
portion of the main menu.  These transactions do not become part of the
permanent files.  See STOCK.DOC for more information.

     -- When displaying a main stock file or a full log, hitting the +
(plus) key will now result in the display of the next file.  Hitting the -
(minus) key will now result in the display of the previous file.  In
earlier versions, hitting the space bar produced a display of the next
file.  Now the space bar returns to the main menu.

     -- The lightbar selection for stock files has been modified.
Previously, you could select a stock by entering its number.  This is no
longer supported.  The HOME and END keys are now operational; they move the
lightbar to the top and bottom of the list.  The HOME and END keys are also
operational on the log selection menu.

     -- Lightbar selection has been provided for the portfolio,
transaction, and dividend report submenus.

     -- The position of the portfolio reports and the transaction reports
on the main menu has been reversed.  I found that portfolio reports were
used more frequently than transaction reports.

     -- The position and content of the message that appears when an
illegal date is entered has been modified.

     -- In earlier versions, dates were not checked for non-existent dates
(e.g., February 31).  The program now rejects these dates.  February 29 is
a valid transaction date, but it will not be accepted as a dividend date.
The program does not check to see if a particular February 29 is in a valid
leap year.

     -- Earlier versions would permit the sale or disposal of more shares
than were owned.  This type of transaction is no longer permitted.

     -- The display of decimal equivalents that appears at the bottom of
the screen when entering a price has been expanded to include 32nds.  The
display is now partly in color.

     -- Minor revisions were made to many of the screen displays.

     -- The documentation (STOCK.DOC) has been revised to reflect changes
to the program.  Paragraphs that are new or significantly changed now have
the "#" character at the beginning.  This permits searching for new text
using a text editor or word processor.

     -- Bugs Fixed:

          ■ When two transactions for the same stock were entered with the
     same date but with different prices, the current price displayed in
     the main stock file was the price of the first transaction of the day.
     Now the current price is based on the price of the last transaction
     entered.

          ■ The ability to enter a date with a year greater than 99 (e.g.,
     1/1/111) has been eliminated.

          ■ On the change file screen, it had been impossible to eliminate
     a dividend date from a file.


VERSION 3.2  Major revision   (December 1990)
     (Thanks to Phil Welty, NJG, and others for suggestions.)

     -- NEW FEATURE!  A new transaction for cash dividends received has
been added.  This permits users to track dividends and obtain reports.  A
number of conforming changes have been made throughout the program.  The
field for the amount of the dividend is highlighted on the data entry
screen.  It appears where the PROFIT/LOSS field is for other transactions.
The documentation has been revised, and users may want to read the details
of the new transaction and the new reports.

     -- The report menu has been modified.  There are now only three main
menu entries:  PORTFOLIO REPORTS, TRANSACTION REPORTS, AND DIVIDEND
REPORTS.  Each category has a submenu.  Dividend Reports are new, and there
are four different reports:  one screen summary and three different printed
reports.  No other reports have been added.  Dividend transaction only
appear in dividend reports and not in transaction reports.

     -- Titles for almost all printed reports can now be supplied by the
user.  Some reports that had titles that were 2-4 lines in length now have
a one line user-supplied titles.  The amount of data that will fit on a
printed page has been adjusted accordingly.

     -- The printing of report titles has been shifted so that it occurs
later in the report generating process.  This avoids printing of a title in
the event that printing is aborted early enough in the process.
Previously, the title was printed well before any data.

     -- A new delete log function has been added.  It is now possible to
delete multiple dividend transactions and enter data transactions at once.
This may be done for any period for a single stock or for all stocks.  This
permits outdated dividend transactions or prices to be removed easily in
one operation.

     -- Log displays for ENTER DATA transactions have been revised so that
fields not used are not displayed.  DIVIDEND transactions follow a similar
pattern.

     -- The short log display used to show the cost or basis to four
decimal places.  The display now shows the cost or basis to two decimal
places.  This avoids meaningless precision.

     -- After changing a main stock file, you are now left at the select
stock file screen so that you may select another stock to change without
going back to the main menu.  This facilitates changing several main files
at the same time.  To return to the menu from the select stock file screen,
just hit escape.

     -- A subtle error that permitted duplicate stock symbols in two
extremely unlikely circumstances (not worth explaining here) has been
identified and corrected.  No user reported the problem.

VERSION 3.1  Never released to the public

VERSION 3.0   Major Revision  (June 1990)

     First shareware version.  Details of changes omitted.

VERSION 2.4   Minor Revision  (March 1990)

     Details of changes omitted.

                                 ***END***