MANUAL HARD DISK INSTALLATION                                PAGE 1 OF 6

This procedure requires a knowledge of some common DOS commands and of
the organization of files and directory structures on a hard disk drive.
The step-by-step procedure follows:

1.  If you wish to REPLACE an existing version of the Personal Portfolio
    Analyzer, the first step is to delete the old programs.  This is
    important because Release 3 program files are named differently than
    Release 2 program files (for example PADDELS3.EXE in place of
    PADDELS2.EXE), and some versions have files that other versions do
    not have.

    Delete all files with any of these extensions: *.BAT, *.EXE, *.HLP,
    *.CTL, *.DOC.  Also delete RELEASE*.* and READ*.* if they exist.          
    Don't delete *.POR (portfolio data) files if you wish to use them.
    If you wish to re-use the same sub-directories, skip the next step.






MANUAL HARD DISK INSTALLATION                                PAGE 2 OF 6

2.  The Personal Portfolio Analyzer should reside in its own dedicated
    sub-directory.  From DOS, make a path for program files and another
    path for data files.  It is recommended to keep program files and
    data files in separate directories to facilitate the upgrading of
    programs and the backing up of data.  For example use \PA3PROG for
    program files and \PA3DATA for data files.  NOTE: Limit path names
    to 24 characters including the last \.

3.  Copy the following groups of files from the STARTUP (or only) disk-
    ette into the PROGRAM directory:  *.CTL, *.EXE, *.HLP, RELEASE3.3.

4.  If you have two or more floppy diskettes, copy all of the .EXE files
    from each of the PROGRAM diskettes into the PROGRAM directory.
    It is not necessary to copy the .HLP files - they are duplicated on
    the PROGRAM diskettes to facilitate operation of the program direct-
    ly from floppies.

    NOTE: If you prefer to use only the printed user manual and not the
    on-line HELP screens - or you want to conserve disk space - omit all
    of the *.HLP files.  The .HLP files are the on-line HELP screens,
    which correspond to chapters in the user manual.
MANUAL HARD DISK INSTALLATION                                PAGE 3 OF 6

5.  If you are a new user, copy the .POR files from the STARTUP diskette
    into the DATA directory.  These are sample data files which can be
    used with the tutorial chapters to see how the Personal Portfolio
    Analyzer works.  If you are upgrading from an earlier version, you
    can use your existing catalog and portfolio files.

    WARNING: If you are upgrading from a version earlier than 3.00, it
    will no longer be able to read your catalog file (CATALOG.POR) once
    it has been used by the later version of the program.  You should
    make sure all of your older data files have been backed up.

6.  Make a batch file called PA3.BAT to switch to the appropriate direc-
    tory and start the program.  The command to start the Personal Port-
    folio Analyzer is PA3 <Enter>.  If you have an old PA2.BAT file, it
    should be deleted.

7.  If you have a menu system such as the Norton Commander you may want
    to update its configuration file to include the Personal Portfolio
    Analyzer.  Refer to the documentation for your menu system.


MANUAL HARD DISK INSTALLATION                                PAGE 4 OF 6

The following step-by-step procedure sets up the program for your par-
ticular computer:

1.  Start the Personal Portfolio Analyzer with the command PA3, and when
    the introductory screen appears, press Enter to see the Master Menu.

2.  Press P and enter the name of the path under which your data files
    are located.  For example: \PA3DATA

3.  Press B to see the Portfolio Select screen.  If there is no port-
    folio list, you will be asked if you are starting a new one; reply
    Y for YES.  Then enter the portfolio name and any optional comments.
    The demonstration portfolio to use for the tutorials is DEMOFILE.
    After adding the new portfolio name and optional comments, press Esc
    to go back to the Master Menu.  See Chapter 9 for more information.

    NOTE: You can enter the name of an already-existing portfolio file.
    The program will then recognize and use that file.  The Portfolio
    Select screen and its associated file DIRECTRY.POR are not used in
    Personal Portfolio Analyzer versions 3.21, 3.20, 2.12, 2.11 or 2.04.

MANUAL HARD DISK INSTALLATION                                PAGE 5 OF 6

4.  If you have a color monitor press V and select the color you like
    best.  You choose by entering a number (0-9) and pressing Enter.
    Use 0 (zero) if you don't have color.

5.  If you want to use date formats other than mm-dd-yy, press F,
    select a date format, and press Enter.

6.  The printed user manual contains a tutorial on how to get started
    using the Personal Portfolio Analyzer.  See Chapters 4, 5 and 6.

    The entire system is menu-driven (no commands to memorize).  Feel
    free to try things; the system is intended to be as "bullet-proof"
    as a computer program can reasonably be.  If you make a mistake, the
    computer will beep at you and flash an error message at the bottom
    of the screen.  The next valid keypress will erase the message.






MANUAL HARD DISK INSTALLATION                                PAGE 6 OF 6

7.  All menus in the Personal Portfolio Analyzer have a HELP function.  
    Press H to view the appropriate user manual chapter right on the
    screen.  Most chapters are 5-8 screen pages.  Or, refer to the Table
    of Contents in the printed user manual to find the appropriate chap-
    ter to read.  Each chapter is 1-4 printed pages, and the pages are
    numbered by chapter and page within chapter - for example 1.1, 1.2,
    2.1, 2.2, 3.1, and so on.
