DESCRIPTION OF VIEW SCREEN FOR INDIVIDUAL SECURITIES     SM3.11     PAGE 1 OF 5

In this screen, a selector block (reverse video bar) highlights the individual
data item which you might want to change.  To make a change (or to enter data
for the first time), use the left- and right-arrow keys to select the data item
you want to change, and then press C. You will be prompted to enter data at the
bottom of the screen.

The PgUp and PgDn keys go back to the previous security or forward to the next
security, respectively.  These keys move one entry at a time, as opposed to the
Home and End keys which move directly to the first and last security.  All sec-
urities are accessed in type and symbol order, the same order in which they ap-
pear on the Stock Select screen.

To ADD a new security, or to DELETE an existing security, you must first EXIT
back to the Stock Select screen. The Esc and X keys both perform this function.

To Enter or "import" historical volume and prices - or to process a stock split
or mutual fund dividend - press E. To draw a graph of historical data, press G.
The choice of daily/weekly display is made from the Stock Select screen using
the Tab key.


DESCRIPTION OF VIEW SCREEN FOR INDIVIDUAL SECURITIES                PAGE 2 OF 5

Following is a description of each of the individual data items.  The program
allows entry of data only where it makes sense; for example it will not allow
entry of earnings and dividends for options.  Any data item except the security
type can be changed or corrected.

The security type, ticker symbol and name must be entered. All other data items
are optional.  The caption EX refers to the exchange, such as NY for New York,
AM for American, OC for over-the-counter, etc.

When you change a ticker symbol, the program automatically changes the names of
the corresponding price history files on disk.  The name of a price history
file consists of the letter D or W (for Daily or Weekly) followed by the ticker
symbol followed by the extension .SMP - for example WPFE.SMP for a weekly file
for Pfizer, Inc.  Changing a ticker symbol does NOT affect portfolios.  Ticker
symbols in individual portfolios are changed from the Add/Delete Transactions
screen.  To get there press B from either the Stock Select screen or the Master
Menu.




DESCRIPTION OF THE VIEW SCREEN FOR INDIVIDUAL SECURITIES            PAGE 3 OF 5

For a common stock or a mutual fund, you can enter a category such as UTILITIES
or GROWTH or INCOME.  For most other security types, you can enter a maturity
date.  This data item is used for portfolio analysis.  The maturity date is
needed to identify individual bond issues.

The RANK is intended for the Standard & Poors dividend and earnings rank.  You
could alternatively enter the Value Line Financial Strength or other ranking.
The rank is printed on stock charts.

BETA is a measure of volatility.  This represents how much the price changes in
relation to a standard (frequently the S & P 500).  A value of zero means no
change (as for a cash-equivalent account).  A value of 1.5 means that historic-
ally the value of that security has changed 1.5 times faster than the standard;
for example if the standard goes up 10% your stock could be expected to go up
15%.  You can get Beta from either the Value Line Investment Survey, or the
Standard & Poors stock guide, or a mutual fund guide.





DESCRIPTION OF THE VIEW SCREEN FOR INDIVIDUAL SECURITIES            PAGE 4 OF 5

ANNUAL EARNINGS is used to compute a P/E (price/earnings) ratio for stocks.
This can best be obtained from Value Line, Standard and Poors Outlook or other
investment research.

ANNUAL DIVIDEND is used to compute yield.  You can get this from Barrons, Value
Line or some newspapers.

3-5 YR.PRICE GOALS can be obtained from Value Line or from investment research
material.  These numbers are used along with ANNUAL DIVIDEND to compute the ex-
pected annual percentage return, which is displayed on the bar graph along with
P/E ratio and YIELD.

Your broker should be able to provide you with this information.  Ask him or
her for a stock guide and for investment research material.  You should be able
to find the Value Line Investment Survey and other investment research material
at a local library.

BUY and SELL TARGETS are values you can make up yourself based on your own re-
search and your own outlook for a stock or fund.  Buy/sell target values will
be shown on the high-resolution bar graphs.  They're not used in calculations.

DESCRIPTION OF THE VIEW SCREEN FOR INDIVIDUAL SECURITIES            PAGE 5 OF 5

To do stock charting, or to compute portfolio performance based on market
values, you will need a price history file.  You can have daily and/or weekly
price history files.  If you set the CHART CAPACITY to a non-zero value, the
program will set aside the required amount of space on your disk. You can enter
data gradually or all at once, in the data Entry screen, or "import" it from an
external ASCII file (not a part of the Stock Charting System).

If you sell a security and want to stop updating its stock chart, change the
chart capacity to zero.  You won't be able to display a bar graph, but the his-
torical data will remain available for portfolio analysis.

If at a later time you want to resume updating historical data, change the
chart capacity back to a non-zero value.  The program will ask if you want to
keep the chart.  If you forgot the original capacity, just enter any non-zero
value.  The program will restore the chart to its original capacity.

You can make the chart capacity larger or smaller.  Making it larger will cause
the program to set aside more disk space and compute more dates at the begin-
ning of the file.  Making it smaller may cause loss of data at the beginning of
the file, but may actually free up some disk space.
