
COMP-U-SHARE
Investment Management System
from Micromega


COMP-U-SHARE is intended for use by lay
people; every effort has been made to make it
clear to users with little technical knowledge of
investment management. No responsibility is
accepted for possible misrepresentation or
omission arising from the need to simplify a
complex subject, and the Compilers and
Marketers of the programme will accept no
liability for any loss alleged to be caused by
reliance on this programme howsoever caused.
The programme is subject to copyright.
Copying of programme material either on paper
or from the programme tape, by direct copying
or saving from the computer, or reproduction
by any other means without specific written
authorisation from the copyright holders is
expressly forbidden.


INTRODUCTION

COMP-U-SHARE manages your investment
portfolio quickly and easily. It monitors the key
factors measuring investment performance, but
as with any computer programme it is important
to understand the limitations - it cannot
substitute for good judgement and analysis in
selecting investment opportunities.


HOW TO LOAD COMP-U-SHARE

COMP-U-SHARE is suitable for use with the
Spectrum with 48K of RAM, and MICROMEGA
assume that your computer is correctly set up
with the tape heads cleaned, and the correct
volume and tone settings. To load the
programme enter LOAD "share" or LOAD "",
press ENTER and start your cassette player.


OPERATING INSTRUCTIONS

COMP-U-SHARE is extremely easy to use but
you should still read this User Guide carefully
to obtain the maximum benefit. The programme
offers a choice from standard "menus" each
of which is explored below. It contains details
of stockbroking commissions and the jobbers
'turn', which differ for shares, loan stocks, and
unit trusts, and so maintains a distinction
between these types of investment. The
capacity is 36 items in any mix.

LOAD DATA allows you to load data previously
saved onto a separate data tape, and obviously
cannot be used until you have created a data
file (See below - SAVE DATA). To use this
facility enter a datafile name up to a maximum
of 8 characters, and then follow carefully the
instructions on the screen.

LIST RECORDS lists of the items currently on
the computer. The only allowed responses are
"E" to return you to the main menu or "R" for
a second page if there are more than 30
records.  Note that index numbering
commences at 10.

INPUT NEW DATA prompts for the data for a
new share, loan stock or unit trust, and a
powerful edit capability allows easy correction
of errors. The inputs appear in the following
sequence:

NAME must not be longer than eight letters and
the first character must not be a space.

TYPE is accompanied by a sub-menu of the
valid responses.

MONTH AND YEAR OF PURCHASE requires
the format MMYY - two digits for the month
and two for the year, so June 1981 would be
0681. If you do not wish to record the data input
"C".

QUANTITY PURCHASED must be between 1
and 99999.

TOTAL COST must be between 1 and 99999
pounds to the nearest pound.

PRESENT PRICE should be whole pence up
to a maximum of 1000 (10).

YIELD may be either pounds to the nearest
pound or a percentage. A zero yield is entered
as zero. For the pound option input your
dividend or interest receipts in whole pounds
up to 9999; for a percentage press "U" and
input to one decimal place up to 99.9. Note that
if zero is input for the present price (see above)
the yield will set to zero.

P/E RATIO (price/earnings ratio) will be
prompted for shares only, and may be between
zero and 99.9 to one decimal place.

The computer will now list all the data. If you
are satisfied input "C" to continue; otherwise
press "E" to move into edit mode, and follow
the on-screen instructions. When you have
corrected all the errors press 'C".

MODIFY DATA allows data to be edited. The
Screen will display a sub-menu with the following
items: (1) INDEX NUMBER; (2) NAME; (3)
DELETE; and (4) EXIT; allowing you to specify
the item to be modified by either Index Number
(remember that index numbers Start at 10) or
Name (input 1 or 2), to delete a record
completely (input 3), or to return directly to the
main menu (input 4). If you select Index
Number a further sub-menu will allow input of
the Index Number directly or via a listing of all
the records.

Name prompts for the name of the record to
be modified. A valid name will branch
automatically into Edit Mode (see above); the
computer will not respond to any other
input, so if you are not sure of the name do not
select this option.

Delete results in a sub-menu, allowing deletion
to be specified by Index Number (1), Name (2)
or through a record listing (3). Input (4) will
return to the Main Menu with no changes made.
Note that the computer will not respond to any
input except a valid Index Number or Name if
either of those delete input options have been
selected, so select a record listing for deletion
if you are not sure of the Index Number or
Name.

DISPLAY RESULTS displays one of the four
detailed reports prepared by COMP-U-SHARE.
The four report titles are SUMMARY, STATUS,
REALISABLE VALUE and STATISTICS. The
report contents are as follows:

SUMMARY                         STATUS
Quantity held	                Gain or loss.
Cost                            Percent gain or loss.
Value                           Dividend in pounds.
Dividend in pounds              Dividend yield in percent.
Totals                          Totals

REALISABLE VALUE                STATISTICS
Net Value                       Percentage gain or loss
Net gain or loss                Percentage dividend yield
Percentage net gain or loss     P/E ratio
Dividend in pounds              Percentage net gain or loss
Totals                          Totals (except P/E ratio)

Note that the realisable value report includes
estimates for the broker's commission and the
likely 'turn' relative to the middle prices quoted
in most newspapers. The values included in the
programme are estimated long run averages
and may not be exactly applicable to a
particular transaction. The values used are:

SHARES                          LOAN STOCKS
Jobbers turn of 1.25%           Jobbers turn 1.25%

Brokers commissions:
10 up to a value of 1000      15 up to a value of 1000
1.65% up to a value of 7000    0.80% up to a value of 2500
0.50% above 7000               0.25% above 2500

No charges are included for unit trusts.

Selecting the appropriate report, a list of the
records currently in memory will be shown. You
may return to the Main Menu with "E" or select
all stocks with "A"; to select a subset input "I",
followed by the index numbers of the chosen
records. Finish the selection sequence with
"C", after which the report will appear. If the
screen is too small you may input "C" to see
a second page. The total on the first page is
the sub-total for that page, while the total on the
second page is for all records selected.

SAVE DATA stores onto a data tape the
investment records built up. The programme
will prompt for a datafile name, and then show
you step by step instructions on the screen.
After saving of the datafile is complete you will
have the option to verify that saving has been
correctly carried out.


















MICROMEGA
Personal Computer Division
QUANTEC SYSTEMS & SOFTWARE LTD
230-236	Lavender Hill,
London SW11 1LE


--
Another Fine Product transcribed by:
Jim Grimwood, Weardale, England (http://www.users.globalnet.co.uk/~jimg/)
--
