PROGRAM OPERATION FROM FLOPPY DISKS                          PAGE 1 OF 8

The first and most important thing for you to do is MAKE A WORKING COPY.
The original copy of the Personal Portfolio Analyzer is (or should have
been) write-protected to prevent accidentally writing over it.  DO NOT
try to use the original copy - keep that for a backup!

Make at least one working copy of the Personal Portfolio Analyzer and
then put the original in a safe place other than where your computer is.
This place should be free of magnetic fields generated by appliances
such as vacuum cleaners.

The following steps are to prepare the Personal Portfolio Analyzer for
use on a two-floppy system using drives A and B:

1.  To make a working copy, insert your DOS diskette in drive A and make
    sure the A> prompt is visible.  Insert a blank diskette in Drive B.
    WARNING: Any data on the diskette in Drive B is about to be erased!
    Type the following command:  FORMAT B: <Enter>

    Follow the prompts on the screen.  This will format the diskette.
    *** WARNING! ***  NEVER use FORMAT by itself.  That will format your
    DOS diskette, and wipe out your DOS!
PROGRAM OPERATION FROM FLOPPY DISKS                          PAGE 2 OF 8

2.  Now remove your DOS diskette from drive A and insert the Personal
    Portfolio Analyzer STARTUP diskette.  The STARTUP diskette is the
    one with the files BRUN30.EXE and PA3.EXE on it.  If you have only
    one diskette, that should be the STARTUP/PROGRAM diskette; insert
    that one in drive A.  Then type the following command:

                              COPY *.* B: <Enter>

    This copies all of the individual files from the diskette in the
    default drive (drive A) onto the working diskette in drive B.  You
    now have a working copy of the STARTUP diskette.

3.  If you have a separate PROGRAM diskette, repeat steps (1) and (2)
    above to make a working copy of the PROGRAM diskette.  If you have
    two PROGRAM diskettes, repeat steps (1) and (2) for each of them.






PROGRAM OPERATION FROM FLOPPY DISKS                          PAGE 3 OF 8

4.  You should keep portfolio data on a separate diskette from programs,
    for three reasons:

    (a)  to facilitate regularly making backup copies of your data

    (b)  to facilitate upgrading to newer versions of the program with-
         out disturbing your data

    (c)  so you can use other compatible programs such as the Stock
         Charting System with your existing data

    Repeat previous step (1) to format another diskette to be used for
    your personal portfolio data files.

5.  At this point, make sure all your diskettes are correctly labelled.
    Do not put write-protect tabs on either the PROGRAM (or only) disk-
    ette, or on the data diskette.




PROGRAM OPERATION FROM FLOPPY DISKS                          PAGE 4 OF 8

Before running the Personal Portfolio Analyzer, you should make sure
your computer knows the current date and time.  This is important,
because data written on disks is "time-stamped" with that information,
and because some programs such as the Personal Portfolio Analyzer and
the companion Stock Charting System may use the current date in certain
calculations.

Most IBM-compatible personal computers today have a built-in time-of-
day clock which keeps track of the current time and date.  However some
older models, and models with 8088 or 8086 microprocessors, do not have
this feature.  To set the correct date, insert your DOS diskette in
Drive A and make sure the A> prompt is visible.  Type DATE <Enter> and
then enter the correct date in the format mm/dd/yy.  To set the correct
time, type TIME <Enter> and enter the correct time, such as 9:30.







PROGRAM OPERATION FROM FLOPPY DISKS                          PAGE 5 OF 8

The following steps perform "setup", the preparation of a working copy
for use on your particular computer.

1.  Remove the diskette in Drive A and insert a WORKING COPY of the
    Personal Portfolio Analyzer.  If you received the Personal Portfolio
    Analyzer on two or more floppies, insert the STARTUP diskette.
    DO NOT try to start with a PROGRAM diskette.  If you received only
    one diskette, insert that one (it should be a combined STARTUP/
    PROGRAM diskette).

2.  Type PA3 <Enter>.  In a moment the copyright screen should appear.

3.  Press Enter to proceed on to the Master Menu.  If you began with the
    STARTUP diskette, the program will automatically prompt you to in-
    sert a PROGRAM diskette.  If you have two PROGRAM diskettes, PROGRAM
    1 contains the Securities Register, the Transaction Register and
    the Current Quote screen; and PROGRAM 2 contains all of the reports.
    (Once you are on a PROGRAM diskette, the STARTUP diskette is no
    longer used except to re-start the program from DOS).  After this
    process has taken place, you will see the Master Menu screen.

PROGRAM OPERATION FROM FLOPPY DISKS                          PAGE 6 OF 8

4.  Some demonstration data files are on the STARTUP (or only) diskette.
    If you have separate STARTUP and PROGRAM diskettes, skip to step (5)
    now.  If you have only one diskette, press P (for PATH).  When you
    are asked which disk drive and/or sub-directory for data files, type
    A: <Enter>.  Skip now to step (6).

5.  Insert the STARTUP diskette in Drive B.  (The PROGRAM diskette
    should remain in Drive A.)  Next, press P (for PATH).  When you are
    asked which disk drive and/or sub-directory for data files, type B:
    <Enter>.

6.  Type B to see the Portfolio Select screen.  The demonstration port-
    folio for the tutorials is called DEMOFILE.  Use the up- or down-
    arrow key if necessary to move the solid block over it.  Pressing
    Enter will take you to the Transaction Register for that portfolio.
    Press the Esc key to return to the Master Menu.





PROGRAM OPERATION FROM FLOPPY DISKS                          PAGE 7 OF 8

7.  From the Master Menu type V and then choose the video color scheme
    you want.  If you do not see several different colors on the screen
    all at the same time, press the numeric zero key and then press the
    Enter key.  Otherwise, enter a digit from 1 to 9 to select colors.

8.  Dates are displayed in mm-dd-yy format.  If you want to display and
    enter dates in a different format, press F, use the up- or down-
    arrow key to select the date format you want to use for both input
    and display, then press Enter to return to the Master Menu.

9.  If you are a new user, read the Tutorial which is comprised of Chap-
    ters 4, 5 and 6 in the User Manual.  Don't be afraid to try things
    with the program.  If you press the wrong key, the computer will
    display an error message at the bottom of the screen until you make
    another valid keystroke.






PROGRAM OPERATION FROM FLOPPY DISKS                          PAGE 8 OF 8

10. To start a new portfolio diskette, insert a newly formatted diskette
    in drive B.  If necessary press P to invoke the PATH function, and
    type B: <Enter>.  You should then see an empty Securities Register.
    If you are still in the Master Menu, type A to go to the Securities
    Register.  The program will ask if you are starting a new catalog
    file; reply Y for YES.  See Chapters 5 and 11 for more information.

11. To start a new portfolio (on the new diskette) from the Master Menu,
    press B.  The program will ask if you are starting a new portfolio
    list; reply Y for YES.  You will be prompted to enter the portfolio
    name and any optional comments.  Press Enter again to go to the
    Transaction Register.  The program will ask if you are starting a
    new portfolio; reply Y for YES.  See Chapters 5 and 16 for more
    information.
