PORTFOLIO LIST: SELECTING FOR REPORTS         PA3.00         PAGE 1 OF 4

To select portfolios for reports, from the Master Menu first invoke one
of the report functions M or G.  You will then see the Portfolio Select
Screen for Reports.  Note this screen selects named portfolio FILES;
there is no provision in the program to select individual securities.

You can use the up- or down-arrow key to move the solid bar over any
portfolio name.  The portfolio named inside the solid bar is "selected".
If the screen is full, the display will scroll up or down automatically.
The Home, End, PgUp and PgDn keys are also active, as there can be more
portfolios than will fit on the screen at one time.

On the left side of the screen you will see a column labelled TAG.  Any
portfolio whose name has an "X" adjacent to it in the TAG column will be
included in all reports.  To set or clear an individual tag, press T.
The T key is used as a "toggle"; that is, the tag (the "X" by the name)
is turned on and off alternately as the T key is pressed again and
again.




PORTFOLIO LIST: SELECTING FOR REPORTS                        PAGE 2 OF 4

The A key will tag ALL portfolios in the list at one time.  The U key
will UNTAG all portfolios in the list at one time.  The R key will
RESTORE all of the tags the way they were when the Portfolio Select
Screen for Reports was invoked.  The best way to understand the T, A, U
and R functions is to try them and observe the effects.

Portfolios that are tagged for reports will remain so until they are
changed again.  When the required portfolios are tagged, press the Enter
key to continue.  The portfolios marked "X" will then be used for the
reports, regardless of the position of the selector bar.  If none of the
portfolios are tagged, pressing the Enter key will automatically tag the
selected portfolio (by itself).

Note: Even though it is possible to tag all portfolios at the same time,
some of the reports may not accept that many portfolios simultaneously
because of limitations in program capacity.





PORTFOLIO LIST: SELECTING FOR REPORTS                        PAGE 3 OF 4

After pressing the Enter key, you will have an opportunity to choose
which security types are to be included in reports.  The security types
will be listed inside a box along with their corresponding letter codes,
for example H = COMMON STOCK.

To choose all security types, just press the Enter key again without
typing anything else.  To choose one or more particular types of securi-
ties, type the letters corresponding to the types of securities you want
and then press Enter.  For example type AH <Enter> to include cash ac-
counts and common stocks, or E <Enter> to include only municipal bonds.
In a moment you will see the Reports menu for the function you invoked
(M or G).  Individual Reports menus each have their own HELP function
for more information (see Chapter 19 or 20 respectively).








PORTFOLIO LIST: SELECTING FOR REPORTS                        PAGE 4 OF 4

The H=HELP function is available from the Portfolio Select screen, and
displays the User Manual chapter you are reading now.  HELP is not
available when choosing security types.

Press Esc to cancel and EXIT back to the Master Menu, either from the
Portfolio Select screen or when choosing security types.  The X key will
have the same effect from the Portfolio Select screen but is not active
when choosing security types.
