COMP-U-SHARE

Investment Management System

from Micromega





COMP-U-SHARE is intended for use by lay

people; every effort has been made to make it

clear to users with little technical knowledge of

investment management. No responsibility is

accepted for possible misrepresentation or

omission arising from the need to simplify a

complex subject, and the Compilers and

Marketers of the programme will accept no

liability for any loss alleged to be caused by

reliance on this programme howsoever caused.

The programme is subject to copyright.

Copying of programme material either on paper

or from the programme tape, by direct copying

or saving from the computer, or reproduction

by any other means without specific written

authorisation from the copyright holders is

expressly forbidden.





INTRODUCTION



COMP-U-SHARE manages your investment

portfolio quickly and easily. It monitors the key

factors measuring investment performance, but

as with any computer programme it is important

to understand the limitations - it cannot

substitute for good judgement and analysis in

selecting investment opportunities.





HOW TO LOAD COMP-U-SHARE



COMP-U-SHARE is suitable for use with the

Spectrum with 48K of RAM, and MICROMEGA

assume that your computer is correctly set up

with the tape heads cleaned, and the correct

volume and tone settings. To load the

programme enter LOAD "share" or LOAD "",

press ENTER and start your cassette player.





OPERATING INSTRUCTIONS



COMP-U-SHARE is extremely easy to use but

you should still read this User Guide carefully

to obtain the maximum benefit. The programme

offers a choice from standard "menus" each

of which is explored below. It contains details

of stockbroking commissions and the jobbers

'turn', which differ for shares, loan stocks, and

unit trusts, and so maintains a distinction

between these types of investment. The

capacity is 36 items in any mix.



LOAD DATA allows you to load data previously

saved onto a separate data tape, and obviously

cannot be used until you have created a data

file (See below - SAVE DATA). To use this

facility enter a datafile name up to a maximum

of 8 characters, and then follow carefully the

instructions on the screen.



LIST RECORDS lists of the items currently on

the computer. The only allowed responses are

"E" to return you to the main menu or "R" for

a second page if there are more than 30

records.  Note that index numbering

commences at 10.



INPUT NEW DATA prompts for the data for a

new share, loan stock or unit trust, and a

powerful edit capability allows easy correction

of errors. The inputs appear in the following

sequence:



NAME must not be longer than eight letters and

the first character must not be a space.



TYPE is accompanied by a sub-menu of the

valid responses.



MONTH AND YEAR OF PURCHASE requires

the format MMYY - two digits for the month

and two for the year, so June 1981 would be

0681. If you do not wish to record the data input

"C".



QUANTITY PURCHASED must be between 1

and 99999.



TOTAL COST must be between 1 and 99999

pounds to the nearest pound.



PRESENT PRICE should be whole pence up

to a maximum of 1000 (£10).



YIELD may be either pounds to the nearest

pound or a percentage. A zero yield is entered

as zero. For the pound option input your

dividend or interest receipts in whole pounds

up to £9999; for a percentage press "U" and

input to one decimal place up to 99.9. Note that

if zero is input for the present price (see above)

the yield will set to zero.



P/E RATIO (price/earnings ratio) will be

prompted for shares only, and may be between

zero and 99.9 to one decimal place.



The computer will now list all the data. If you

are satisfied input "C" to continue; otherwise

press "E" to move into edit mode, and follow

the on-screen instructions. When you have

corrected all the errors press 'C".



MODIFY DATA allows data to be edited. The

Screen will display a sub-menu with the following

items: (1) INDEX NUMBER; (2) NAME; (3)

DELETE; and (4) EXIT; allowing you to specify

the item to be modified by either Index Number

(remember that index numbers Start at 10) or

Name (input 1 or 2), to delete a record

completely (input 3), or to return directly to the

main menu (input 4). If you select Index

Number a further sub-menu will allow input of

the Index Number directly or via a listing of all

the records.



Name prompts for the name of the record to

be modified. A valid name will branch

automatically into Edit Mode (see above); the

computer will not respond to any other

input, so if you are not sure of the name do not

select this option.



Delete results in a sub-menu, allowing deletion

to be specified by Index Number (1), Name (2)

or through a record listing (3). Input (4) will

return to the Main Menu with no changes made.

Note that the computer will not respond to any

input except a valid Index Number or Name if

either of those delete input options have been

selected, so select a record listing for deletion

if you are not sure of the Index Number or

Name.



DISPLAY RESULTS displays one of the four

detailed reports prepared by COMP-U-SHARE.

The four report titles are SUMMARY, STATUS,

REALISABLE VALUE and STATISTICS. The

report contents are as follows:



SUMMARY                         STATUS

Quantity held	                Gain or loss.

Cost                            Percent gain or loss.

Value                           Dividend in pounds.

Dividend in pounds              Dividend yield in percent.

Totals                          Totals



REALISABLE VALUE                STATISTICS

Net Value                       Percentage gain or loss

Net gain or loss                Percentage dividend yield

Percentage net gain or loss     P/E ratio

Dividend in pounds              Percentage net gain or loss

Totals                          Totals (except P/E ratio)



Note that the realisable value report includes

estimates for the broker's commission and the

likely 'turn' relative to the middle prices quoted

in most newspapers. The values included in the

programme are estimated long run averages

and may not be exactly applicable to a

particular transaction. The values used are:



SHARES                          LOAN STOCKS

Jobbers turn of 1.25%           Jobbers turn 1.25%



Brokers commissions:

£10 up to a value of £1000      £15 up to a value of £1000

1.65% up to a value of £7000    0.80% up to a value of £2500

0.50% above £7000               0.25% above £2500



No charges are included for unit trusts.



Selecting the appropriate report, a list of the

records currently in memory will be shown. You

may return to the Main Menu with "E" or select

all stocks with "A"; to select a subset input "I",

followed by the index numbers of the chosen

records. Finish the selection sequence with

"C", after which the report will appear. If the

screen is too small you may input "C" to see

a second page. The total on the first page is

the sub-total for that page, while the total on the

second page is for all records selected.



SAVE DATA stores onto a data tape the

investment records built up. The programme

will prompt for a datafile name, and then show

you step by step instructions on the screen.

After saving of the datafile is complete you will

have the option to verify that saving has been

correctly carried out.





































MICROMEGA

Personal Computer Division

QUANTEC SYSTEMS & SOFTWARE LTD

230-236	Lavender Hill,

London SW11 1LE





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Another Fine Product transcribed by:

Jim Grimwood, Weardale, England (http://www.users.globalnet.co.uk/~jimg/)

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