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%CO:A,12,70%%C%%H1%%H2%INCORPORATING YOUR INVESTMENTS  -  THE 'PORTFOLIO PROGRAM'


Brian Shackel (0648)


With the public share offers of the last few years, many people have 
a small 'portfolio' of shares and unit trusts.   The spreadsheet 
capabilities, part of the basic 'PipeDream' application built into 
the Z88, enable us to keep an up-to-date view of their progress and 
value.

This article shows a use of the spreadsheet capabilities built into 
the 'PipeDream' application.   The simple 'program' which 
accompanies this document will present the current value and 
percentage profit (or loss) on a portfolio of shares and/or unit 
trusts.   One can overtype the names, dates, price, number and cost 
of investments owned, and the current price of each from the city 
columns of share prices.

As will probably be obvious from the position of the formulae, the 
automatic calculations provided by the spreadsheet operate to give 
the total of the Cost column (in cell E27), and to work out the 
results for the Current Value (F12 to F25) an d Profit +/-%PC% (G12 to 
G25) columns.

The Current Value column is calculated automatically within the 
spreadsheet based upon the Latest column immediately to the right of 
the Profit +/-%PC% column.   In this program I have assumed that you may 
only wish to keep the latest and the imm ediate previous column of 
Prices.   However, as an alternative I show how you can keep more 
columns of past prices.

At the end of the 'Portfolio Program' the exact method is given to 
move the last prices over and to enter the current Latest prices. 
Since the calculation of the Current Value column depends upon the 
latest prices being in column H, it is important that you do follow 
this procedure.

Extra rows for more entries under shares or unit trusts are made by 
'Insert row <>N' within the table immediately after row D or row F 
(in row 17 or 25).

If you follow accurately the entries you will see and learn how some 
of the spreadsheet facilities work in the Z88.   More important, you 
will be able to keep a regular and accurate check on the progress of 
your investments.   By doing so, you may well be able to save or earn 
the cost of the Z88 in this way alone.
%P0%
%H1%%H2%The Portfolio Program%H2%%H1% - Z148B

Type all entries exactly as listed below;  <> and [] are used for the 
diamond and square keys, TAB for the TAB key, SHIFTTAB to press the 
SHIFT and TAB keys both at the same time, and ENT for the ENTER key. 
CURSORUP CURSORDOWN CURSORLEFT CURSO RRIGHT are shown as C.U C.D C.L 
and C.R;  the number of key pressings of the cursor key are shown by 
the number - so one move up of the cursor is shown by C.U1, two by 
C.U2, etc. For clarity the entries are well spread and with line 
spacing;  but they should be entered as a continuous sequence.

<>pu<>pbINVESTMENT PORTFOLIO PROGRESS<>pb<>pu -  from Jan. 1991 - all
values in £'s. ENT ENT ENT

Purchase data in first 4 columns.  Value based on latest date prices.
ENT ENT ENT ENT

<>puInvestmentTAB<>w7ENT<>puDate TAB <>w7ENT<>puBoughtC.U1 C.L7Price 
C.D1 TAB <>w7ENT<>puNumberTAB <>w8ENT<>puCost TAB 
<>w8ENT<>puValueC.U1 C.L6CurrentC.D1

<>EAC (this adds a new column G to the right of F) <>w8ENT

<>EAC (this adds a new column H to the right of G) <>w8ENT

<>EAC (this adds a new column I to the right of H) <>w8ENT

press SHIFTTAB twice, check cursor is in cell/slot G8

<>pu+/-%PC% C.U1 C.L5ProfitC.D1

TAB11-2-91 C.U1 C.L7LatestC.D1

TAB 1-2-91 C.U1 C.L6PricesC.D1

ENTENT C.L8(or press SHIFTTAB 8 times)

<>puSharesENT ENT A ENT ENT B ENT ENT C ENT ENT

<>puUnit TrustsENT ENT D ENT ENT E ENT ENT F

ENT ENT TAB TAB TAB TAB-------TAB-------

ENT C.L5(or press SHIFTTAB 5 times)

TOTALS TAB TAB TAB TAB <>X SUM(E12 E26)ENT

TAB <>X SUM(F12 F26)ENT

C.U15(check cursor is in cell/slot F12) <>X D12*H12ENT

<>BRE F12ENT F13 F25ENT 



SHIFTTAB (check cursor is in cell/slot E12) <>X C12*D12

<>BRE E12ENT E13 E25ENT 
TABTAB (check cursor is in cell/slot G12) <>X (F12-E12)/E12*100ENT
(note - do not be anxious at the words Divide b in cell G12, the 
correct results will appear when you enter data in columns C D & H)

<>LCT (this sets the default trailing character, ie the %PC% sign)

<>BRE G12ENT G13 G27ENT (note, this is again the replicate process)

C.L6 (or press SHIFTTAB 6 times)

C.D15(or <>C.D to move cursor to the last line with the word TOTALS)

ENT TAB TAB TAB TAB-------TAB-------

The 'program' is now ready for you to enter data.   To test -

SHIFTTAB 5 times C.U16 (to cell/slot A12) TABJun '85TAB<>X 1.8ENT 
TAB<>X 200ENT TAB TAB TAB TAB<>X 2.46ENT TAB<>X 2.65ENT

As you see, you have entered the data of share A (row 12) and your 
screen for this row should be identical to Figure 1.   No doubt you 
will now wish to enter your own data;  remember always to enter <>X 
before entering the numbers in columns C, D and H.


%H1%Procedure to move old prices and enter latest prices into column H

1. Clear column I -






2. Move data from column H to I -









3. Enter your latest prices data into column H -




4. Alternative - to keep past prices -






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Move cursor to cell/slot I8 and 'mark' it by <>Z
Move cursor to bottom of column I (by C.D17 or <>C.D) and 
'mark' it by <>Z - the whole of column I from row 8 down 
should now be 'marked' in reverse 'white-on-black' format 
<>BD will now delete the contents


Repeat the above process to 'mark' column H, that is -
Move cursor to cell/slot H8 and 'mark' it by <>Z
Move cursor to bottom of column H (by C.D17 or <>C.D) and 
'mark' it by <>Z - the whole of column H from row 8 down 
should now be 'marked' in reverse 'white-on-black' format 
Move the cursor into top of column I by TAB C.U17 Copy 
column H into column I by <>BC
Remove the 'marking' of column H by SHIFTTAB <>Q


Go into 'overtype' mode by <>V
Type the date in cell/slot H8 and the data in the other 
places as appropriate


As an alternative it is possible to keep your past data 
on prices. In place of step 1 above, add a new column 
between columns H and I into which to move the data from 
column H - move the cursor into cell/slot I8 and insert 
the extra column by <>EIC. Then complete steps 2 and 3 as 
stated above.
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(note, this is the replicate process and the 
entries here are typed in response to the 
questions which appear in a box on the screen)



(note, this is the replicate process as above)
























































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