DESCRIPTION OF THE CURRENT QUOTE SCREEN        PA3.00       PAGE 1 OF 11

To invoke the Current Quote screen, type E from the Master Menu.  On the
Current Quote screen, line items are sorted by EX (exchange) and NAME OF
SECURITY, to facilitate entry of current price quotes from a newspaper.
Only one type of security can be seen at a time; the security type is
shown near the upper left corner of the display.  You can use the up-
arrow, down-arrow, PgUp, PgDn, Home and End keys to move the selector
block up and down through the line items; the display will "scroll" up
or down automatically as required.

To see the other security types, you must use the Ctrl-PgUp or Ctrl-PgDn
keys.  The security types are selected in the following order:
Treasuries, Municipal Bonds, Corporate Bonds, Preferred & Common Stocks,
Mutual Funds, Warrants, Call Options, Put Options, Precious Metals and
Composite Indices.  Note this is the same order as in the Securities
Register and Transaction Register, except cash-equivalent accounts are
not included and Preferred Stocks and Common Stocks are combined.





DESCRIPTION OF THE CURRENT QUOTE SCREEN                     PAGE 2 OF 11

The way a security name is spelled is significant, because the computer
takes advantage of that spelling when sorting the names.  Blank spaces
are important because they sort lower than any of the other characters.
For example if you want SCE CORP to come before SAN DIEGO GAS & ELECTRIC
spell it S C E CORP, not SCE CORP.  Some names may have to be re-
arranged, for example LILLY, ELI instead of ELI LILLY.

You can also use special characters.  For example to put all telephone
companies together at the beginning of the stocks, precede their names
with a #, for example #AMERITECH CORP.

You can control the order in which the exchanges appear.  If you use
the Wall Street Journal, use NY, OC and XA for New York, OTC and AMEX.
For Barron's, you will need to use something like NY, OA and OC.

You can, by making small changes in spelling, put your list of securi-
ties in the same order as almost any newspaper.  However you cannot
change the order in which the security TYPES are selected.



DESCRIPTION OF THE CURRENT QUOTE SCREEN                     PAGE 3 OF 11

Here is how the computer arranges characters, from lowest to highest:
(Lowercase characters are converted by the program to uppercase.)

space ! " # $ % & ` ( ) * + ' - . / 0 1 2 3 4 5 6 7 8 9 : ; < = > ?
    @ A B C D E F G H I J K L M N O P Q R S T U V W X Y Z [ \ ] ^ _

To change the spelling of a name, type A from the Master Menu to get
into the Securities Register, select the security you want, and press C.
Then re-enter the name.  To revise the exchange, move the selector block
over that data item.

The IMPORT and ENTRY functions on the menu are described next.









DESCRIPTION OF THE CURRENT QUOTE SCREEN                     PAGE 4 OF 11

I = IMPORT closing price quotes from an external ASCII file.  This file
    must be created by a communications, spreadsheet or database program
    which is external to, and not a part of, the Personal Portfolio Ana-
    lyzer.  The ASCII file can be on a separate diskette or in a differ-
    ent directory from your data files.  It can (and should) have a dif-
    ferent name than any of the other data files.

    The term ASCII refers to a standard bit pattern for each individual
    character.  ASCII files can be displayed directly on the screen and
    read by a human, as opposed to most other files which look like gib-
    berish.  ASCII files usually have extensions such as .ASC, .TXT,
    .DOC, or .PRN.

    Almost all popular communications, spreadsheet, word processor and
    database programs have functions that can produce data in ASCII
    format.  If you are using a popular spreadsheet program, print the
    file to disk using the "print to disk" command.  Most communications
    programs and some word processing programs can store information
    directly in ASCII format.


DESCRIPTION OF THE CURRENT QUOTE SCREEN                     PAGE 5 OF 11

    After you invoke the IMPORT function, the program will ask whether
    or not you wish to use the same ASCII file that had been used pre-
    viously.  Reply N for NO if you are using a different file OR if you
    want to change the format of the data.  Otherwise reply Y for YES,
    or press Esc to cancel the IMPORT function.

    If you reply NO - or if no ASCII file has been used previously -    
    the program will ask you to specify the order in which data items
    appear on, and the name of, the ASCII file.  Enter the information
    as requested.  See Chapter 15 or type H to invoke the HELP function
    for more information at that time.

    The import process will now take place, and you may see additional
    data on the screen.  Data can be imported for more than one secur-
    ity type, and for securities not shown on the screen, all at the
    same time.

    The program will then ask for the date for which these prices are
    current.  Note these are assumed to be end-of-day or closing prices.
    Skip past the description of the ENTER function for more details.

DESCRIPTION OF THE CURRENT QUOTE SCREEN                     PAGE 6 OF 11

E = ENTER closing price quotes, beginning on the line indicated by the
    selector block.  You will be prompted to enter the closing price (or
    net asset value) for the selected security.  After that, the program
    will advance the selector bar down to the next line, and so on until
    the end is reached or the Esc key is pressed.  You can skip a line
    by pressing the Enter key alone; this will leave any previous value
    intact.  This process only enters data for the SAME security type.

    To enter data for DIFFERENT security types, you must press Ctrl-PgUp
    or Ctrl-PgDn, select the place where you want to start, and then
    type E to re-invoke the ENTER function.

After entering or "importing" price quotes, the program will ask for the
date for which these quotes are current.  This date is important because
it controls the selection of data - including the correct balance of
cash-equivalent accounts - for reports.  To change only the date, manu-
ally enter just one price quote and press Esc.  A report date and its
corresponding price quotes can apply to either the end of a report
period or the beginning of a report period.  The program will give you
this choice when you EXIT.  See Chapter 14 for more information.

DESCRIPTION OF THE CURRENT QUOTE SCREEN                     PAGE 7 OF 11

B = change the BUY target.  This function will ask you to enter a target
    price, and will affect only the currently selected security.  If a
    current quote is equal to or below the buy target, it will be shown
    in brighter characters on the screen.

S = change the SELL target.  This function will ask you to enter a tar-
    get price, and will affect only the currently selected security.  If
    a current quote is equal to or greater than the sell target, it will
    be shown in brighter characters on the screen.

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









DESCRIPTION OF THE CURRENT QUOTE SCREEN                     PAGE 8 OF 11

X = EXIT to the Master Menu.  Pressing the Esc key will have the same
    effect.  If you did not enter any data, this function will take you
    directly to the Master Menu.

    If you did enter some data, you will be asked if you want to change
    the beginning (historical) report date, to change the ending (or
    only) report date, or to update both dates.  Changing a date also
    saves the corresponding price quotes.  Upon making this choice, you
    will see the Master Menu.

The date you specify after entering price quotes can be either a begin-
ning or an ending report date.  Report dates are used to select the data
to be included in reports.  The Market Value reports (function M from
the Master Menu) show portfolio value and other information as of the
ending report date.  The GAIN/LOSS reports (function G from the Master
Menu) show portfolio performance during the time period between the be-
ginning and ending report dates, inclusively.  These report dates come
only from the Current Quote screen; this is intended to encourage
correspondence between dates and price quotes.


DESCRIPTION OF THE CURRENT QUOTE SCREEN                     PAGE 9 OF 11

IMPORTANT: The beginning report date will actually be ONE DAY LATER than
the valuation date for security prices.  This is because the program
assumes you have entered the CLOSING (or end-of-day) prices as of the
specified valuation date.  The whole process is best explained by the
following examples:

Assume you wish to examine portfolio performance for the month of May
1993.  Thus the report period will be May 1, 1993 through May 31, 1993.
First, you would enter the closing prices for April 30, 1993.  After you
press Esc to EXIT the Current Quote screen, press B to make those price
quotes the BEGINNING quotes.  Next, enter the closing prices for May 31,
1993.  After you again press Esc to EXIT the Current Quote screen, press
E to make those price quotes the ENDING quotes.  At this time, the GAINS
and Losses report should correctly show portfolio performance for the
month of May 1993.






DESCRIPTION OF THE CURRENT QUOTE SCREEN                    PAGE 10 OF 11

Now assume you wish to see portfolio performance for June 1, 1993.  In
this case the beginning and ending report dates are to be the same.
Since the beginning report date is June 1, you will need the closing
price quotes for May 31, which are already known to the program.  Thus,
you only need to enter the closing quotes for June 1.  When you EXIT the
Current Quote screen, press U to update BOTH the beginning and ending
prices.  The old ending prices (for May 31) will become the new begin-
ning prices, and new ending prices (for June 1) will be retained by the
program.  At this time the GAINS and Losses report should correctly show
portfolio performance for June 1, 1993 (a 1-day report period).











DESCRIPTION OF THE CURRENT QUOTE SCREEN                    PAGE 11 OF 11

         OTHER IMPORTANT NOTES REGARDING CURRENT PRICE UPDATES:

1. The program will not allow an incorrect relationship between the be-
   ginning and ending report dates.

2. Wherever a price quote is not specified or is missing from either the
   import or manual data entry process, any already existing price quote
   that would otherwise be changed is left intact.  It is up to the user
   to make sure price quotes and report dates actually correspond.  The
   program does not clear out any of the old price quotes.

3. Wherever a price quote is missing, the report program will substitute
   original purchase cost for market value, and will indicate the market
   price is missing.  You can manually enter a zero price quote to sig-
   nify a missing market price.
