--------------------------------------------------------------------------- Personal Stock Monitor v1.3.1 Copyright (C)1996 Anatoly Ivasyuk --------------------------------------------------------------------------- This a shareware version of Personal Stock Monitor (PSM). By using PSM, you will be bound by the License agreement (see the file license.txt or the on-line help). If you do not accept the terms contained in that that License agreement, delete this copy of the Software from your computer. PSM is known to run on the following operating systems: Windows 95 Windows NT 3.51 and 4.0 Windows 3.1x with Win32s 1.30 or later Please note that I wrote Personal Stock Monitor in my spare time, and my employer has absolutely nothing to do with this software. Please also note that although I have limited time to support this program, I will do the best I can and I will try to answer all email. Saying that, you can contact me via email at aivasyuk@clark.net, and there is a PSM Home Page at http://www.clark.net/pub/aivasyuk/psm where you can always find information about the latest version of PSM. --------------------------------------------------------------------------- HOW TO INSTALL PSM --------------------------------------------------------------------------- Personal Stock Monitor is distributed as a ZIP file, which contains the following individual files: - readme.txt (this file) - license.txt - psm.exe - psm.hlp - psm.cnt - sample.stk - file_id.diz - register.exe - register.hlp Extract these files into a separate directory, then run psm.exe to start the application. Select Help Topics from the Help menu or press F1 from within PSM to get more information. --------------------------------------------------------------------------- HOW TO REGISTER PSM --------------------------------------------------------------------------- Run the register.exe program which is included in this distribution, and follow the directions in the on-line help. --------------------------------------------------------------------------- CHANGE LOG --------------------------------------------------------------------------- Aug 26, 1996 - Minor fix for number parsing. Fix last change time parsing. Recompile with MSVC++4.1b patches. v1.3.1 released. Aug 14, 1996 - Updated on-line help. New features: Per-symbol server settings under Symbol Properties. New fields: Bid x Ask, Exchange name, Last Trade time, Last Trade size, Notes. New export formats: CompuServe QuoteLink, Quicken 5.0, MetaStock. Import symbols from text file. New quote servers: Quote.Com, NetWorth. Query save end of day history on exit. Option auto-save document on exit. Rename menu item. Accelerator for Update Selected (Alt+U). OS detection (shown in About dialog). Store username and password for quote servers. Store username and password for proxy server. /offline command-line flag. Fixes: Save currently displayed category in document. Properly report PC Quote database error. Update Security APL parameters. Right-click menu doesn't disappear on some machines. Last update time not initialized properly. Sort on Yield, P/E ratio, doesn't work. Some symbols not encoded properly when submitted. New symbols not being added to current category. Updated CNNfn parameters. Numerous other fixes... v1.3 released. Jul 8, 1996 - Fix Mutual fund, Canadian stock confusion for some symbols. v1.2.2 released. Jul 7, 1996 - Date/time on printouts (registered version) Delete available only when symbol(s) selected. Allow $ and # in symbol names when pasting from clipboard. Speed optimization when changing categories. Fixed parser bug which sometimes skipped symbol values. Jun 28, 1996 - Fixed bug with renaming symbols. Fixed bug with changing name of symbol. Fixed bug with Lombard % change handling. Fixed bug with Lombard Mutual Fund handling. Fixed StockCenter parameters -- they changed their output. Fixed status bar message string for sort menu. Changed New Symbol accelerator to Alt+Ins. Changed Delete Symbol accelerator to Alt+Del. Fixed arrows on category combo box. Jun 9, 1996 - Updated on-line help. Add frequently asked questions (FAQ) list. Clear symbol name when renaming symbol. v1.2 released. Jun 6, 1996 - Add Select All command under Edit menu. Add support for Lombard options and indexes. Miscellaneous code tweaks and clean-ups. May 27, 1996 - Finish categories support. Bump document version number. Add Sort submenu under View menu. May 23, 1996 - Add support for Lombard delayed quote server. (initially stocks and mutual funds only) May 21, 1996 - Fixed bug dealing with multiple connections. Created new toolbar for symbol operations. Add beginnings of a GUI for symbol categories to toolbar. May 16, 1996 - Fixed bug in calculating % Gain. Fixed bug with authentication when requesting many symbols. May 9, 1996 - Updated on-line help. Add purge option for intraday history. v1.1 released. May 7, 1996 - Add historical data export, intraday and end-of-day. Add market open and close times. Add Edit button to Portfolio page in Symbol Properties. May 5, 1996 - Fix Find dialog, add Find Next command. Add commission field to Purchase dialog. Apr 30, 1996 - Add % Gain column. Change Net Gain to $ Gain. Fix authorization code to automatically re-request symbol. Add PC Quote MarketSmart real-time quote server. Apr 28, 1996 - Add 'Go' button to resume network activity. New icon for Stop. Add 'Export' button to export data in default format. Remember last export type, append setting in export dialog. Apr 26, 1996 - Dynamically resize Next Update pane in status bar. Add basis for Find dialog. Fix memory leak on shutdown. Fix authorization code for proxy servers. Auto resort if adding symbol when sort column is symbol name Fix race condition when adding new symbols during updates. Apr 23, 1996 - Add Append option in Export dialog. Fix bug in Quicken export feature. Fix bug when setting icon for TOTAL line. Add Force Upper-case option to General Preferences dialog. Remove support for DBC quote server at their request. Apr 7, 1996 - Add P/E Ratio, EPS, Dividend, and Yield columns. Finish up password scrambling code. v1.0 released. Apr 6, 1996 - Fix status bar pane width. Double-clicking in symbol list brings up Properties dialog. Allow entering fractions in Purchase dialog. Add "unknown" state for symbol, indicated by a blue '?'. Recognize when symbol is unknown by server, if possible. Make symbol unknown if can not get data after 5 tries. Printouts can now span multiple pages horizontally. Started work on shareware "features". Apr 5, 1996 - Make auto re-sort the standard, get rid of option. Move auto-update option to network configuration. Remove default status bar. Create status bar pane to display update information. Add full-line selection option to View Properties. Add +/- tick indicators. Provide default file name and extension. Apr 2, 1996 - Add auto re-sort option. Add splitter window to main application frame window. Add Split command under the View menu. Fix minor bugs related to having multiple views. Force all symbols to be uppercase. Apr 1, 1996 - Collapsed portfolio view into stock view because having two views was just too confusing. - "borrowed" some Microsoft sample code to do full-line selection in list view. - Fixed minor bug with export. - Upgraded development environment to VC++ 4.1. - Prevent divide by zero when calculating average basis. Mar 28, 1996 - Added option to change displayed precision of decimals. Mar 26, 1996 - Created BaseListView for PortfolioView and StockListView. Added Portfolio view, and all associated code. Moved column sorting info into view section in Registry. Mar 19, 1996 - Fixed alert bug: obey "Once" option. Added ability to rearrange column order in View Properties. Toolbar: set title when floating, save and restore state. Mar 17, 1996 - Added option to display numbers as fractions. Mar 14, 1996 - Fixed: changing name in sym properties didn't update view. v0.9 released. Mar 12, 1996 - Added option to color the arrow icons green/red for up/down. Improved parsing code to better deal with server changes. Mar 9, 1996 - Added Name field to column view. Fixed printer pagination code. Mar 5, 1996 - Added Bid, Ask fields. Added Open Interest field (used for tracking futures). Automatically pull symbol name from PC Quote, DBC, CNNfn. Mar 3, 1996 - Added % Change, Open, and Prev. Close fields. Enabled help functions. Created initial help file. Enabled basic printing functionality. Added symbol name to Symbol Properties sheet. Automatically pull symbol name from Security APL server. Fix bug: doc change flag never set in symbol properties. Feb 29, 1996 - Added sample stock file (sample.stk) to distribution. v0.8 released. Feb 27, 1996 - Implement cut, copy, paste. Add "Always on top" toggle to View menu. Fix sorting bug when adding/deleting columns from view. Fix GPF when filename on command line has no extension. Feb 26, 1996 - Register shell association when first run. Fix bug when reading columns from registry for first time. Add PSM home page URL to About dialog. Feb 23, 1996 - Improved symbol locking algorithm. Added lock icon to indicate when symbol is being updated. Fix memory leak when deleting symbol. Feb 20, 1996 - Win32s 1.30 support confirmed working. Feb 19, 1996 - Added code for configurable columns. Added property sheet to configure columns in view. Save column widths and visibility to registry. Feb 15, 1996 - v0.7 released. Feb 14, 1996 - Changed the name of the Software to Personal Stock Monitor. Feb 13, 1996 - Added icons to indicate alert and direction. Added "Clear alert" menu item. Save sort column and sort order in document. Bump document version number to 2. Save 52 week high/low and price targets with stock info. Bump stock info version number to 2. Feb 11, 1996 - Support for more flexible quote server definitions. Added quote server CNNfn; query only one symbol at a time. Minor code reorganization. (Improve "object-oriented"ness) Added "52 Week High" and "52 Week Low" fields. Implemented "Apply" functionality in all property sheets. Feb 8, 1996 - Added Price Alert page to Preferences. Reorganized Preferences fields. Added code to support price alerts. Added symbol property page. Feb 6, 1996 - Fixed window flicker on startup. Support for prices with commas in them. Added quote server USA Today (DBC). HTTP proxy support confirmed working for at least two users. Feb 4, 1996 - v0.6 released. --------------------------------------------------------------------------- ENJOY! ---------------------------------------------------------------------------