Capital Gainz

Part III: A Potpourri of Investment Information Chapter 20 - Analysis Capital Gainz provides all the numbers you need for analysis, and even presents them in graphical form with the Capital Gainz Graphics Program. The variety of calculations, reports, and graphs available will help you keep on top of your portfolio's performance. The goal of this chapter is to point out what Capital Gainz offers for analysis. For specific information and advice, you should consult other sources, such as the business section of your local newspaper, investment books, investment newsletters, and financial advisors. 20.1 Discrepancies 20.1.1 Open Shares...

Chapter 19 - Graphics Program The Capital Gainz Graphics Program lets you graph the data you've recorded in Capital Gainz. You can get to the Graphics Program from Capital Gainz, or start it from the DOS command line: CGGRAPH 19.1 Generating Graphs Like Capital Gainz, the Graphics Program is easy to use: Select the item to be graphed and the date range. The selected data is processed. The time required depends on the number and complexity of the items. For instance, requesting a price graph for one security for a one year period will be fast, but requesting the performance charts for a large, active portfolio can take a couple of min...

Chapter 18 - Utility Program The Capital Gainz Utility Program gives you several handy features for manipulating your Capital Gainz data files. You can get to the Utility Program from Capital Gainz, or start it from the DOS command line: CGUTIL Since the Utility Program's operations manipulate many files and records, the bottom half of the screen is a scrolling progress display. The top half of the screen is divided into the main menu on the left, and auxiliary menus on the right. [[Screen not in online version of documentation.]] ===>>> You should be very careful when using the Utility Program, since it can potentially affe...

Chapter 17 - Data Consistency Check ===>>> The Check Data Consistency option on the Main Menu processes the Capital Gainz data you've entered, looking for anomalies and inconsistencies. This powerful tool lets you discover the source of potential problems, instead of reacting to odd symptoms. [[Screen not in online version of documentation.]] The Consistency Check Form lets you tweak the default parameters to your preferences. Each value is described below, along with examples: Maximum Days Between Prices: The number of days between consecutive price records in the Price History File before reporting a message. The main use ...

Chapter 16 - User Settings User settings are either values that are subject to change, such as the holding period required for long term gain classification, or values that customize Capital Gainz for a particular user, such as reinvesting distributions. [[Screen not in online version of documentation.]] To change the user settings, you fill in the User Settings Form. This form is called up by selecting User Settings from the Main Menu. When a field requires a YES or NO value, then you'll see the current value followed by the valid choices. Thus, if a field is set to YES, you'll see: Field:YES YES NO To choose YES or NO, highligh...

Chapter 15 - Reports [[Screen not in online version of documentation.]] All Capital Gainz reports are available from the Report Menu, except the Open Information for Shares Sold Report, described in Chapter 7. Reports may also be available from associated tables. Function keys at the bottom of the screen are: Enter:Select - select the highlighted report. Esc:Exit - quit the Report Menu, and return to the Main Menu. F9:Set Report Parameters - assign various report printing settings. F10:GoTo DOS - suspend Capital Gainz and invoke the DOS Shell. Reports use the following user settings: Append Report, Lines Per Page, Line Draw Chars, Strip ...

Chapter 14 - Security Types [[Screen not in online version of documentation.]] The Security Type Table, brought up from the Main Menu, shows security types, divided into sections by class. At the beginning of each section is a 'dummy' security type that identifies the class. Capital Gainz includes a Security Type File, with a number of predefined security types, that's copied into your program directory during installation. Usually, you will not need to make changes or additions to the security types provided. The values displayed are: Type code. Description. Class, such as STOCK or STOCK FUND. Whether a global security with ...

Chapter 13 - Broker/Investment Companies [[Screen not in online version of documentation.]] You bring up the Broker/Investment Company Table from the Main Menu. The three lines of information for each entry show the broker/investment company's name, phone number, and address. At the bottom of the Broker/Investment Company Table is a row of functions: Ctrl-F1:Function List - popup a list of functions to choose from. Ins:Add - add a broker/investment company. Enter:Change - change the highlighted broker/investment company. Del:Delete - delete the highlighted broker/investment company. Esc:Exit - exit from th...

Chapter 12 - Global Securities [[Screen not in online version of documentation.]] The Global Security Table, brought up from the Main Menu, shows global securities, listed in alphabetical order by global security symbol. The values displayed for each security are: Global security Symbol. Global security Name. Security Type. The most recent Price recorded in the Price History File. The current Yield. At the bottom of the Global Security Table is a scrollable row of functions: Ctrl-F1:Function List - popup a list of functions to choose from. Ins:Add - add a security. ENTER:Change - change the highlighted security. Del:Delete - delete the h...

Chapter 11 - Portfolios [[Screen not in online version of documentation.]] The Portfolio Table, brought up from the Main Menu, shows a single line of information for each portfolio, with portfolios listed in order by ID. There is a checkmark displayed to the left of the currently open portfolio. When you start Capital Gainz for the first time, a portfolio with an ID of 001, named <<Default Portfolio>>, is created. The values displayed for each portfolio are: Portfolio ID, a number between 1 and 999. Portfolio Name, which will be displayed on forms and reports that are portfolio specific. If you used the Show Values function k...