PORTFOLIO LIST: ADDING, DELETING & SELECTING     PA3.00      PAGE 1 OF 4

To see the Portfolio Select Screen for Buying and Selling, type B from
the Master Menu.  The purposes of this screen are to add and delete
portfolios, and to select a portfolio to buy into or sell out of.

You can use the up- or down-arrow key to move the selector bar over any
portfolio name.  The portfolio whose name is inside the selector bar is
"selected" either for use in the Transaction Register, or to change or
correct the name or description.  To buy or sell in that portfolio, just
press the Enter key.  This will take you to the Transaction Register
(see Chapter 16).  You can buy or sell in only one portfolio at a time.

If there are too many portfolios to fit on the screen at one time, the
display will scroll up or down automatically.  You can also use the
Home, End, PgUp or PgDn keys to see the rest of them.

In the Portfolio Select Screen for Buying & Selling, there are a number
of additional functions, described next.




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A = ADD a new portfolio to the list.  A portfolio can be any grouping of
    security purchases (tax lots), and you can have up to 31 portfolios
    in the list.  More portfolios can be kept in separate data direc-
    tories.

    Each portfolio is identified by a name up to 8 characters in length.
    This name, along with the extension .POR which the program appends
    to it, is used as a filename in DOS.  It may contain letters, num-
    bers or the minus sign (-).  It should be meaningful to you as the
    program user.  For example a portfolio could be called SHEARSON to
    represent a particular brokerage firm.  It could be called MOTHER to
    represent securities held for a relative.  Or it could be called
    something like CAPGAINS to represent a particular objective.

    After pressing A, enter the portfolio name you want.  It must be
    unique within the list.  Then enter a description for that portfolio
    (optional).  The name and description should now appear in the list,
    in alphabetical order by name.  The name should be inside the selec-
    tor block.


PORTFOLIO LIST: ADDING, DELETING AND SELECTING               PAGE 3 OF 4

    To buy something in a portfolio you have just added, press the Enter
    key.  You should see the Transaction Register and a prompt asking if
    you want to start a new portfolio.  Respond Y and you will be promp-
    ted to enter the first ticker symbol.  For HELP, press Esc and then
    H, or see Chapter 16.

C = CHANGE the description of the selected portfolio.  You will be
    prompted to enter a new description and/or comments.  You can type
    anything you want into this block; it will replace the entire des-
    cription that was in the list before.

D = DELETE the selected portfolio.  Here you can delete the entire port-
    folio including ALL transactions contained within, or just the list
    entry.  If you type A the program will delete both the portfolio
    itself (the file on disk) and the corresponding entry in the list.
    The program will give you a second warning before committing the
    final act of destruction.




PORTFOLIO LIST: ADDING, DELETING AND SELECTING               PAGE 4 OF 4

    If you type L to delete just the list entry, the portfolio itself
    will remain on the disk, but it will not be accessible to the Per-
    sonal Portfolio Analyzer.  You can always re-add that portfolio to
    the list at a later date; the program will again recognize the
    existing file.  In this way you could keep more than 31 portfolios
    in one directory or on one diskette, even though only 31 portfolios
    can be on the list.

R = RENAME the selected portfolio.  This function allows you to change
    the portfolio's name in the list, while at the same time changing
    its name on the disk.  Type R and then enter a new name - the pro-
    gram will do the rest.

H = HELP - this function displays the User Manual chapter you are read-
    ing now.

X = EXIT back to the Master Menu.  Pressing the Esc key will have the
    same effect.
