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Welcome                                             [Top]

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Welcome screen	Welcome: Portfolio
Welcome: Plot	Welcome: WatchDog

The Welcome screen will be displayed when you open the program.

It gives you easy access to all the main features of the program (eg. starting a file, entering data, producing reports, drawing charts). When you are more familiar with the program you can stop using the Welcome screen and use the buttons on the tool bar instead.

Charting / Company Analysis                   [Top]

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Select name	Price chart
Comparison / Preset chart	Chart and oscillator

Good analysis of all available information is essential in making wise investment decisions. Graphical analysis of share prices, index movements and company results is a powerful method of spotting trends quickly and with all our programs there are a variety of tools available to help you do this.

The most common charts are already set up for you. Just select the share name and you can draw a chart automatically and perfectly scaled to fit the screen exactly.

Investor 3 will draw a good basic share price chart and a chart to show price and moving averages. You can select the period of the averages to suit your investment strategy. It will also draw a chart comparing prices of two shares or a share and an index. That is useful for seeing if one investment is performing as well as another. Whichever chart you draw no scaling is necessary, just select a share name and the chart will be drawn. Select another name and move directly on to plot the next share. It will draw highs, lows, stop losses, trend lines, several oscillators and point and figure diagrams.

If you want to do something more special you can select exactly what you want to plot and how to plot it. Set the scales and layout to suit yourself. With Investor 3 scales can be actual prices or rebased to base 100 or base 1 (useful for comparing two securities). Then you can add or delete any line (price, average, etc) with one click. Click to show; click to hide!

You can set the default value and normal colour (eg. average of 5 in red) for each line that you will plot. One click then displays the line using that default value in that colour. It is very simple. Naturally you can override the defaults if you wish. Text and labels can be put anywhere on charts as required. Charts can be printed for further study and permanent record.

Investor 3 will also enable you design your own charts with up to four separate charts on one screen. Click to plot the same chart for the next share. AutoPlot does this automatically.

WatchDog                                            [Top]

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Biggest movers	Instant chart of mover
Share watch	Valuations

Biggest Movers: Know instantly which shares have been on the move. This will show share movements over time for all shares being recorded. Download prices and immediately see the biggest movers over a day, a week, a month, you choose. Highlight any share name and click a button to see a chart of that share.

Share Watch: See how your shares are doing. Look at your portfolios and/or a watch list of shares that interest you and see the winners and losers. Highlight any share name and click a button to see a chart of that share.

Stop Losses: Know when to sell. You can list any share that has fallen below its stop loss for all the portfolios that you are managing.

Valuations: Know your position. You can see an instant valuation of all portfolios and/or bank accounts with the latest prices.

Share Search: List your holdings. You can search all your portfolios for shareholdings in any share.

Select which topic of the program you want to look at from the table on the left. Each topic has thumbnails of the screens available to illustrate that topic. Click on a thumbnail screen to see a full sized screen.

Portfolio Management                            [Top]

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Enter transactions	Enter dividends
Current summary	Specify report
CGT calculation	CGT calculation 2

Record normal share purchases and sales and other events such as scrip issues, rights issues and consolidations. All these can be entered very simply to keep your portfolio correct.

You can enter ordinary dividends (including the separate foreign income part) and scrip dividends. The program knows the tax rates and will calculate and display the tax payable automatically. Tax rates can be entered and edited after a budget. Transactions and dividends can be automatically debited or credited to bank accounts.

A wide range of reports is available. List summaries of current and past holdings, transactions, dividends and cash accounts. You can calculate capital gains tax (CGT) liability for each sale or for your current holding.

Reports can be tailored to show the level of detail that you want. They can be general and show all transactions, dividends, etc. or can be specific and show, for example, just sales, sales between two dates, dividends in one tax year, etc.

Automatic Data Entry                             [Top]

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Downloading from Meridian Data	Downloading from teletext

Just click a button and around 3000 closing prices can be loaded into Investor 3 from either Meridian Data or teletext.

Teletext needs a Microtext teletext card in your computer. Meridian Data is via the internet by modem, broadband or LAN connection.

With Meridian Data you can download up to 30 days' prices at once (by subscription). Ideal for when you go away on holiday!

Data services use a code name for each share. The program can record a long name as well so that proper long names can be used in your portfolios and on charts.

Database maintenance is easy. Over time shares are added to and deleted from any data service. You can refresh your list and data files periodically with one click!

Tools                                                  [Top]

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Welcome screen	Wizard: Downloading
Wizard: Practice Portfolio	Financial Web Pages

Welcome Screen: Nothing to learn. There is now a Welcome screen which will appear when you run the program to guide you to all the main features that you will need. Become an expert user faster.

Wizards: Downloading made easy. Use our Wizards to enter the details needed to start downloading data.

Wizards: Practice Portfolio. Set up a practice portfolio to see how much money you can make without risk!

Web Pages: Direct access to financial data. You can also go straight to any share-specific financial web page at the click of a button. This is very useful. Normally you would have to go to the start page of the financial web-site, click on a button to send you to, say, the research page and then select the share that you want. That can take time. With Investor 3 you can select the share name, select the web-site and go straight there. As an example, click here and you will go straight to the research page for Barclays Bank on Yahoo. (Click the Back button on your browser afterwards to return here.)