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The STOCK CHARTING SYSTEM draws or prints "volume/high/low/close" charts for any stock, bond, commodity, or security that has a high/low/close price. Short- and long-term moving averages can be included on the chart and temporarily changed for "what-if" calculations. The STOCK CHARTING SYSTEM is menu-driven and comes with a complete set of context-sensitive help screens. File Descriptions: AUTOEXEC BAT Auto-start file for floppy disk only. SMSTART2 CTL Introductory screen. SMSETUP2 CTL System setup file. SM2 EXE Startup program. SMMMENU2 EXE Master Menu and configuration program. SMADDEL2 EXE Stock Select screen and index file maint. prog. SMENTRY2 EXE Data entry and graphics program. SMTRANS2 EXE ASCII conversion program. BRUN30 EXE QuickBASIC run-time routines.
Disk No: 246 Disk Title: Stock Charting System 1 of 2 (1354 also) (Disk 1 of 2) PC-SIG Version: S3.9 Program Title: Stock Charting System Author Version: 2.55 Author Registration: $25.00. Special Requirements: CGA or equivalent, works with EGA & most VGA, two The STOCK CHARTING SYSTEM draws or prints ``volume/high/low/close'' charts for any stock, bond, commodity, or security that has a high/low/close price. Short- and long-term moving averages can be included on the chart and temporarily changed for ``what-if'' calculations. The STOCK CHARTING SYSTEM is menu-driven and comes with a complete set of context-sensitive help screens. PC-SIG 1030D East Duane Avenue Sunnyvale Ca. 94086 (408) 730-9291 (c) Copyright 1989 PC-SIG, Inc.
╔═════════════════════════════════════════════════════════════════════════╗ ║ <<<< Disk No 246 Stock Charting System version 2.55 >>>> ║ ║ Startup Disk (#1 of 2; 1354 also) ║ ╠═════════════════════════════════════════════════════════════════════════╣ ║ To start the program, type: ║ ║ SM2 (press enter) ║ ║ ║ ║ For instructions on printing the manual for this program, type: ║ ║ TYPE README (press enter) ║ ║ ║ ╚═════════════════════════════════════════════════════════════════════════╝
STOCK CHARTING SYSTEM - RELEASE 2.5 To obtain directions on how to get these programs running, first make sure you are in DOS. You should see the prompt A> (or C> if you are on a hard disk). Remove your DOS diskette and insert the Stock Charting System diskette in drive A. (If you have more than one diskette, insert the STARTUP diskette). Turn on your printer and make sure it is ready to print. Most printers have a ready light, and it should be on. Then type the following command just as it appears: COPY A:SMVERS25.DOC LPT1: and press the ENTER key. Fourteen pages of information will be printed, and the output will be paginated with pages numbered. To get a "snapshot" printout of this screen, first make sure your printer is ready and then press a shift key and the PrtSc key simultaneously. The PrtSc key on the IBM-PC keyboard is on the second row of keys up from the bottom row, near the right-hand side under the ENTER key. On other keyboards it may be in a different position. This procedure can be used to obtain a screen printout at almost any time, except when the screen contains graphics.
STOCK CHARTING SYSTEM - RELEASE 2.5 PAGE 1 OF 14 (C) Copyright 1988-89 Charles L. Pack - All Rights Reserved QuickBASIC Compiler (C) Copyright 1982-87 Microsoft Corporation WRITTEN BY: Charles L. Pack 25303 La Loma Drive, Los Altos Hills, CA. 94022 Phone: (415) 949-0887 (no collect calls please) The purpose of this system is to draw and/or print volume-high-low-close bar charts for stocks, commodities, mutual funds and other securities. Short- and long-term moving average lines can optionally be included on each chart. Moving average periods can be changed at will, and moving averages can be computed temporarily on a "what-if" basis, or stored permanently on disk. Price and volume scales can be either linear or logarithmic. The system does not make buy/hold/sell recommendations. Whenever a new stock is added to the system, the user may specify daily or weekly updating of price and volume data, and may also specify the number (up to 319) of days or weeks of data to be retained for that individual stock. A 360K diskette can hold 127 days or weeks of data for each of 86 different stocks. Volume and price data can be "imported" from an ASCII file, which may be created by a communications or spreadsheet program external to (and not a part of) the Stock Charting System. Or volume and prices can be typed in by the user from data published in Barron's (for weekly updating) or the Wall Street Journal or other daily paper. Also, weekly-updated stock charts can be updated directly from corresponding daily-updated charts. Per-share annual earnings and dividends are maintained to permit compu- tation of the price/earnings ratio and yield for each stock. High and low estimated 5-year prices can be entered, to permit computation of total annual return. This information may be obtained from the Value Line Investment Survey or another advisory service. Also, a stop (or other) limit can be specified, and is indicated on the chart. The Stock Charting System is menu-driven, allowing the user to easily select all options without memorizing commands. All menus have a "Help" function; when invoked by pressing the "H" key, the directions which are applicable to that part of the system will appear on the screen. Hardware requirements are an IBM or other "fully compatible" personal computer with one disk drive and 256K memory. A color graphics adapter (CGA) or equivalent is required for displaying or printing bar charts. A Hercules or other "monographics" adapter may be used with the HGCIBM simulator by Athena Digital (not included with Stock Charting System). An Epson-compatible graphics printer is required for printing bar charts. IBM DOS or PC-DOS version 2.0 or later is required. A second floppy disk drive, or a hard disk, is recommended. Program modules are written in compiled BASIC with machine-language subroutines. Permission is granted for personal use of this program, to make backup copies, and to share this program with other individuals at no cost. THE AUTHOR RESERVES THE SOLE and EXCLUSIVE RIGHT to distribute this pro- gram to clubs, user groups, bulletin board systems and other institu- tions - please write for further information. Suggestions and comments are welcome, and may be addressed directly to the author. The author makes no warranties, express or implied, and makes no recommendations to buy or sell any security. STOCK CHARTING SYSTEM - RELEASE 2.5 PAGE 2 OF 14 SPECIAL INFORMATION ABOUT HERCULES GRAPHICS If you have a Leading Edge Model D with a monochrome monitor, or if you are using a Hercules or equivalent "monographics" card, you MUST have a special software simulator to display the bar charts. That software is NOT a part of this version of the Stock Charting System. The author re- commends a product called HGCIBM.COM, which is available from: Athena Digital, 2351 College Station Rd., Suite 567, Athens, GA 30605. Phone (404) 354-4522 and ask for Gary Batson, or send $15.00 in check or money order (includes registration). The instructions for use with HGCIBM.COM are not included in this document, but they will come with that product, and you should follow those instructions for installation. WARNING: The HGCIBM.COM program must be installed - with the required software switch settings - BEFORE starting the Stock Charting System. It makes no difference whether it is installed before or after GRAPHICS is loaded. See Page 3 (floppy disk) or Page 6 (hard disk). Also, it probably should be un-installed after you are finished, if you are run- ning other programs that use Hercules graphics directly. Refer to the documentation for HGCIBM.COM. HOW TO GET THE STOCK CHARTING SYSTEM RUNNING AS SOON AS POSSIBLE In this document, abbreviations are used to denote certain actions. The < > symbols indicate a particular key to be pressed, for example <Enter> means "press the Enter key". The Enter key is used to indicate you are finished entering a command or a data item. <Enter> need not be pre- ceeded by a space even though it is done in this document for clarity. Some keys, such as the Esc and Ctrl keys, may be in different positions on different keyboards. You may have to look, or consult your computer operations manual to find them. The Esc key is usually in the top row, and the Ctrl key is usually near the left side. The Enter key has the funny hooked arrow on it. Commands typed into DOS may be in uppercase (CAPITAL letters) or lower- case; for example COPY, Copy and copy are all interpreted in the same way. In this document, commands will be shown in uppercase. The Stock Charting System uses the DOS system date to compute trading periods when adding a new stock. Therefore, it is important to enter the correct date when the computer is started. From the DOS prompt A> or C>, type DATE <Enter>. If the date is incorrect, type in a new date in the format mm/dd/yy, for example 2/15/89. If you have a hard disk, you must install your program on the hard disk before running it. Instructions for hard disk installation begin on page 6. Instructions for operation on floppy disks begin on the next page. STOCK CHARTING SYSTEM - RELEASE 2.5 PAGE 3 OF 14 OPERATION FROM FLOPPY DISKETTES The first and most important thing for you to do is to MAKE A WORKING COPY. The original copy of the Stock Charting System has (or, should have!) write-protect tabs on it to prevent accidentally writing over it. DO NOT try to use the original copy - keep that for backup! Make at least one working copy of the Stock Charting System and then put the original in a safe place other than where your computer is. This place should be free of magnetic fields generated by vacuum cleaners, etc. To make a working copy, insert your DOS diskette in drive A and make sure the A> prompt is visible. Insert a blank diskette in Drive B. WARNING: Any data on the diskette in Drive B is about to be erased! Type the following command: FORMAT B: /S <Enter> Follow the prompts on the screen. This will format the diskette and copy your DOS system files (COMMAND.COM and the two hidden files) onto it, so that it can be booted directly. *** WARNING! *** NEVER use FORMAT by itself. That will format your DOS diskette, and wipe out your DOS! A special program, from your DOS diskette, is required for printing bar charts. Issue the following command from the keyboard: COPY GRAPHICS.* B: <Enter> Note: in some versions of DOS - especially those from Tandy and Zenith - the graphics print program may be called by another name. Refer to your DOS manual or see your dealer service department. At this point, you may optionally copy some useful DOS utility programs onto your working diskette. The following are suggested, and will allow you to format diskettes and make backup copies without going back to your original DOS diskette: COPY CHKDSK.COM B: <Enter> COPY DISKCOPY.COM B: <Enter> COPY DISKCOMP.COM B: <Enter> COPY FORMAT.COM B: <Enter> Now remove your DOS diskette from drive A and insert your Stock Charting System STARTUP diskette. The STARTUP diskette is the one with the files BRUN30.EXE and SM2.EXE on it. If you have only one diskette, that should be the STARTUP/PROGRAM diskette; insert that one in drive A instead. Then type the following command: COPY *.* B: <Enter> This copies all of the individual files from the diskette in the default drive (drive A) onto the working diskette in drive B. You now have a working copy of the STARTUP diskette. STOCK CHARTING SYSTEM - RELEASE 2.5 PAGE 4 OF 14 OPERATION FROM FLOPPY DISKETTES (continued) Insert your DOS diskette in drive A again and make sure you have the A> prompt. Insert another blank diskette in drive B. Type the command FORMAT B: <Enter> to format another diskette. This diskette won't have DOS on it, and therefore will not be "bootable". At this point, you may want to format additional diskettes for data files. If your Stock Charting System came on only a single STARTUP/PROGRAM diskette, skip this next step. Remove DOS and insert the original PROGRAM diskette in drive A. With a formatted diskette in drive B, copy all the files from A onto B with the following command: COPY *.* B: <Enter> You now have a working copy of the PROGRAM diskette. At this point, make sure all diskettes are correctly labelled. Do not put write-protect tabs on either the working copies of the STARTUP and PROGRAM diskettes or the on data diskettes. Now remove the diskette in Drive A and insert a WORKING COPY of the Stock Charting System. If you received the Stock Charting System on two floppies, insert the STARTUP diskette. Do NOT try to start with the PROGRAM diskette. If you received only one diskette, insert that one (it is a combined STARTUP/PROGRAM diskette). Re-set your computer with the Ctrl-Alt-Del keys. When asked for the cur- rent date and time, it is important to enter these items as the program uses the DOS system date in some of its calculations. In just a moment the introductory screen should appear! If you have not used these programs before, press the H (for HELP) key for further information on how to use the system in general. Then press the Enter key to continue. If you began with the STARTUP diskette, the program will automatically prompt you to insert the PROGRAM diskette when it is needed. (Once you are on the PROGRAM diskette, the STARTUP diskette is no longer used). After this process has taken place, you will see the Master Menu screen. Once the Stock Charting System is running, all instructions on how to operate it are available from within the system itself. Note that you can press the H (for HELP) key to get instructions from any screen that has a menu. Please read the HELP screens; they will answer most of your questions. Some demonstration data files are on the PROGRAM diskette. To work with these files, press S from the Master Menu. When you are asked to enter the disk drive and/or sub-directory for data files, press the Enter key by itself. Then press A from the Master Menu to go to the Stock Select screen, and try out the various menu options in the program. STOCK CHARTING SYSTEM - RELEASE 2.5 PAGE 5 OF 14 OPERATION FROM FLOPPY DISKETTES (continued) You should keep your data files (INDEXFIL.SMX and all files with names ending in .SMP) on a separate DATA diskette, so you have plenty of space to work with. This will also facilitate the implementation of new pro- gram updates. The program diskette has only limited space, so you will be able to add only a few stocks to the system if you try to keep both programs and data on the same diskette (see also pages 11 and 14). To start a new data diskette, insert a newly formatted diskette in drive B. From the Master Menu screen type S. When you are asked to enter the path (disk drive and/or sub-directory) for data files, type B: <Enter>. (If you specify an invalid or non-existing drive, you will get an error message so you can try again). After a moment, the prompt "Are you starting a new data disk (Y=Yes, N=No)?" will appear; reply Y. The program has recognized the empty diskette in Drive B and will automatic- ally start asking you for information about the first stock (or other type of security). For more information at that time, press Esc and then press H for HELP. The program always remembers the previous path for data files, so that in the future, just insert your data diskette in Drive B. Right after the introductory screen, the program will go directly to the Master Menu and show you what the current path is. You can change it any time. If you are UPGRADING from an earlier version, you can still use all of your old data files. These include INDEXFIL.SMX and all other files with names ending in .SMP. Data files created by Release 1.7 and earlier releases will be converted automatically, so they can no longer be used by the earlier programs. Therefore BACK THEM UP FIRST. SPECIAL REQUIREMENT FOR PRINTING BAR GRAPHS If you want to print bar graphs, you must run the GRAPHICS program - which is a part of DOS - BEFORE starting the Stock Charting System. From the DOS prompt A>, with your DOS diskette in Drive A, type GRAPHICS <Enter>. This loads into memory the program that is used by the Stock Charting System to print graphics. You can enter the command DIR /W <Enter> to see if GRAPHICS is on your DOS diskette. NOTE: In some versions of DOS - such as Tandy and Heath/Zenith - the graphics print program may have another name which depends on the type of printer you are using. Refer to your DOS manual, or consult your dealer. STOCK CHARTING SYSTEM - RELEASE 2.5 PAGE 6 OF 14 INSTALLATION ON A HARD DISK Installation is the process of transferring the original of a program onto a hard disk, and setting it up to operate with your particular computer. Installation on a hard disk drive usually consists of three steps: First, making a sub-directory; Second, copying the required files; and Third, creating a batch file. The last step is optional but still very desirable. *** NOTE *** If you are UPGRADING from an earlier release of the Stock Charting System, skip now to page 9. The Stock Charting System programs should reside in their own dedicated sub-directory. This sub-directory may be called \SM or \STOCKS or \CHART or whatever you want, up to 8 characters, but for explanatory purposes here it will be called \SMPROG (for Stock Market Programs). (See page 8 for information on sub-directories and how to make one). Now make this the current sub-directory by typing CD \SMPROG <Enter>. This completes the first step. Insert the original Stock Charting System diskette in Drive A. Copy all the files to the hard disk by typing COPY A:*.* /V <Enter>. If your version of the Stock Charting System was received on more than one disk- ette, copy all files on EACH of them to the hard disk. This completes the second step. Getting the Stock Charting System to run will require several commands. The next thing to do is to create a batch file to start the Stock Chart- ing system. A batch file contains one or more DOS commands and has the extension .BAT. When you type the name of a batch file, all the commands in that batch file are executed, just as if you had typed them individu- ally from the keyboard. A batch file should reside in the root directory; so switch back there by entering the command CD \ <Enter>. A file can be created by copying directly from the keyboard (CON:) to that file on disk. Type the fol- lowing commands: COPY CON: SM.BAT <Enter> CD \SMPROG <Enter> GRAPHICS <Enter> SM2 <Enter> CD \ <Enter> <F6> <Enter> Leave out CD \ if you don't wish to return to the root directory upon termination of the Stock Charting System. <F6> means press the F6 key (this is a function key on the left side of your keyboard). You should see the message "1 file(s) copied" and the DOS prompt C>. The Stock Charting System can now be started from the root directory with the single command SM <Enter>. If GRAPHICS.COM is not found, you will get a "command not found" message when trying to load it. It should be in the same directory as your DOS. Your AUTOEXEC.BAT file should contain a PATH statement such as the fol- lowing: PATH C:\DOS; C:\. If not, you will have to either add the PATH statement to the AUTOEXEC.BAT file, or copy the GRAPHICS.COM file to the \SMPROG directory. If GRAPHICS.COM is not loaded BEFORE you run the Stock Charting System, the bar graphs will not be printed correctly; you will get letters and numbers but no lines. STOCK CHARTING SYSTEM - RELEASE 2.5 PAGE 7 OF 14 OPERATION FROM A HARD DISK NOTE: In some Heath, Zenith and Tandy versions of DOS, the graphics print program may have a different name, depending on the type of printer you are using. Check your DOS manual, or see your dealer. From your root directory, begin operation of the Stock Charting System with the command SM <Enter>. In just a moment, the introductory screen should appear! If you have not used these programs before, press the H (for HELP) key for further instructions on how to use the system in gen- eral. Then, press the Enter key to continue on to the Master Menu. Some demonstration data files are in the program sub-directory. To work with these files, press S from the Master Menu. When you are asked to enter the disk drive and/or sub-directory for data files, press the Enter key by itself. Then press A from the Master Menu to go to the Stock Select screen and try out the various menu options in the program. Once the Stock Charting System is running, all instructions on how to operate it are available from within the system itself. Note that you can press the H (for HELP) key to get instructions from any screen that has a menu. Please read the HELP screens, they will answer most of your questions. It is advisable to keep your data files (INDEXFIL.SMX and all files with names ending in .SMP) in their own sub-directory, to facilitate direc- tory management - especially if there could be many files. It will be assumed here that data files are to reside in the sub-directory called \SMDATA\. You can have up to 110 stocks in each sub-directory, and you can have as many sub-directories as your disk drive has the space for! From the Master Menu screen, press S (for Specify disk drive). When asked to enter the path for data files, type \SMDATA\ <Enter>. (If you specify an invalid or non-existing path, you will get an error message so you can try again. A "path" is a disk drive letter and/or sub-dir- ectory name, for example B: or \SMDATA\ or C:\SM\FUNDS\.) Then use the A option from the Master Menu to go to the Stock Select screen. Since the new sub-directory doesn't have the index file (INDEXFIL.SMX), you will be asked, "Are you starting a new data disk (Y=Yes, N=No)?". Reply Y and the program will create the index file and automatically start asking you for information about the first stock (or other type of security). For more information at that time, press Esc and then press H for HELP. The program always remembers the previously entered path for data files. So, right after the introductory screen the program will continue dir- ectly to the Master Menu. You can change the path for data files at any time by using the S function. STOCK CHARTING SYSTEM - RELEASE 2.5 PAGE 8 OF 14 WHAT IS A "SUB-DIRECTORY", AND HOW TO MAKE ONE A hard disk can contain hundreds of files, which could make management of its directory very difficult. Therefore a hard disk usually contains a "root" directory and a number of "sub-directories", organized in a "tree" structure. The root directory is the main directory and is always present. It is like the trunk of a tree, and can contain any number of sub-directories, which are like branches of a tree. Also, sub-direc- tories can contain other sub-directories, up to many different levels just like the many branches of a tree. Another way to look at it is, the root directory of a disk(ette) is like the master index to a big book, and the sub-directory is like the index to an individual chapter. I recommend keeping the directory structure simple, with only one level of sub-directories. Floppy diskettes can also have sub-directories but usually they don't - while hard disks, with their large capacity, usually do. Usually, sub-directories contain individual categories of programs or other files. For example word processing programs can be in one sub- directory, documents in another, spreadsheets in another, etc. Ideally, the root directory should contain only sub-directories, batch files and certain other system files; DOS should have its own sub-directory. The Stock Charting System programs should reside in their own dedicated sub-directory. To make a sub-directory, first make the root directory active by typing CD \ <Enter>. Note the back-slash (\) is different from the regular forward slash (/). Sub-directory names are just like any other file names except they always start with the back-slash (\). The root directory has no name and is just called \. Sub-directory names must be unique within the directory that contains them. To look at sub-directory names, use DIR /W <Enter>. Sub-direc- tories are identified by the caption <DIR>. It is permissible for a sub-directory name to be the same as a file name, for example SM can exist as a directory and again as a batch file such as SM.BAT. Now enter the DOS command to "Make a Directory". Type in MD \xxx <Enter> where xxx denotes a name 1 to 8 characters in length - for example type MD \SMPROG <Enter>. For best results, use only letters of the alphabet. If no error message appears and the DOS prompt C> re-appears, the sub- directory now exists. While you are at it, you can make another sub- directory for data files, for example type MD \SMDATA <Enter>. To make the program sub-directory active, type CD \SMPROG <Enter>. WARNING: If you are not in the ROOT directory when you make a sub-direc- tory, that sub-directory will be under the CURRENT directory that is active at that time. For example, if the current directory is \SMPROG and you make a sub-directory called \SMDATA, you will have to enter the path name \SMPROG\SMDATA\ in order to get to it. It's usually better to keep things more simple. If you can't find your data sub-directory, it may have been placed acci- dentally under a different sub-directory. STOCK CHARTING SYSTEM - RELEASE 2.5 PAGE 9 OF 14 UPGRADING FROM AN OLDER VERSION (1.4-1.7; 2.1-2.4) ON A HARD DISK SYSTEM Get into DOS, as indicated by the prompt C>. Make the sub-directory which contains the Stock Charting System the currently active directory. For example, use the command CD \SM <Enter>. Use the DIR command to make sure you are in the correct directory. Now type in the following commands, which will delete the old program files: ERASE SM*.CTL <Enter> ERASE SM*.BAS <Enter> (2.3 & earlier) ERASE SM*.EXE <Enter> (2.40 & later) ERASE SM*.H* <Enter> Note: the .CTL file may be absent if you were using a version earlier than 1.7. Re-check with the DIR command to make sure you deleted the correct files. Do NOT delete any of the data files, but MAKE SURE THEY ARE BACKED UP. (Data files are INDEXFIL.SMX, and all files with the extension .SMP). Insert the original copy of the Stock Charting System (Release 2.5x) in Drive A. You will need to copy some, but not all, of the files onto your hard disk. Now, type in the following commands: COPY A:SM*.CTL /V <Enter> COPY A:SM*.EXE /V <Enter> COPY A:SM*.HLP /V <Enter> If you received the Stock Charting System on more than one diskette, repeat the above procedure for EACH diskette; it doesn't matter which one is copied first. Note: the old copy of SMSETUP2.CTL will not work with the new version of the program. If you try to use the old SMSETUP2.CTL, you will get an error message saying the file is defective, and the program won't run. Do NOT copy any of the sample data files (INDEXFIL.SMX and files with the extension .SMP). This will wipe out your existing index file. You may have to modify the batch (.BAT) file which starts the program. It should be located in the root directory and should be similar to this after it has been changed: CD \SM GRAPHICS SM2 CD \ NOTE: The command to start the program was changed to SM2 in Release 2.53, from SMSTART2 in earlier compiled versions. Release 2.5 of the Stock Charting System will read data files created by all earlier releases. However, data files created by Release 1.7 and earlier releases will be over-written with a new format, which can no longer be used by the earlier release. Note also the new program is com- piled, and no longer requires BASICA or GWBASIC. However, the GRAPHICS program is still required for printing the bar charts. See the next page to find out the differences among various releases. STOCK CHARTING SYSTEM - RELEASE 2.5 PAGE 10 OF 14 DIFFERENCES BETWEEN THIS RELEASE AND PREVIOUS RELEASES Release 2.5 contains the following improvements over Release 2.4: 1. The maximum number of days/weeks of data is increased from 90 to 319 and for older existing charts, that number can be changed at will. 2. A Master Menu screen has been added. In addition, full color support with user choice of several different color schemes is available. 3. Ability to "import" current or historical data from ASCII files. Also, weekly files can be updated from corresponding daily files. 4. Improved chart formats with "zoom" feature and other enhancements. Release 2.4 contains the following improvements over Release 2.2/2.3: 1. The program has been compiled and runs much faster. The program is now started with the command SMSTART2 instead of SMADDEL2. 2. Data files may now be kept in their own sub-directory, separate from the programs. You can have any number of data sub-directories. 3. Improvements were made to the menu structure. The Stock Select screen and the Add/Delete Stocks screen are now one in the same. Release 2.2 contains the following improvements over Release 2.1: 1. Tick marks have been added to the bar chart to indicate the first trading period date of each month. The stop (or other) limit will show on the bar chart as a reduced-intensity horizontal line. 2. If a color monitor is used, error messages show in red, and on the bar chart, moving average and stop limit lines are shown in color. (The background remains black, for maximum contrast with both color and monochrome monitors). Better error trapping & documentation. Release 2.1 contains the following improvements over Release 1.7: 1. The original 4 program modules have been combined into two for more efficient operation, simpler menu structure and less disk storage. Programs run a little faster, and graph printing is much faster. 2. Price history can now be printed in columnar format, in addition to graphic format. A stop limit was added to the database. 3. A Setup screen was added in Release 1.7, and improved in Release 2, to select system parameters such as the disk drive to be used for data files. Esc key now active during data entry. Better error trapping and Help screens. Many improvements have been made as a result of user feedback. The author always welcomes user input, whether positive or negative. STOCK CHARTING SYSTEM - RELEASE 2.5 PAGE 11 OF 14 ABOUT DATA FILE MANAGEMENT A data diskette or sub-directory for the Stock Charting System contains its own index file plus one file for each stock (or other security) for which volume and prices are maintained. The maximum number of stocks for which data can be kept on one diskette or in one sub-directory is limit- ed to 110. This number will be less if there are programs or other files on a 360K diskette. If you are using two floppy disk drives, you can have data and programs on the same diskette, or on different diskettes. Note that the programs (with extension .EXE), the control files (with extension .CTL), and the HELP screens (with extension .HLP) must always reside on the active system drive. This is usually drive A. If both data and programs are on the same 5.25" 360K diskette, space for data will be limited. On a higher-density diskette (3.5" or 5.25") there will be more space for data; you could even use separate sub-directories for programs and data. If you have two floppy disk drives and no hard disk, it is recommended to have the programs on drive A and data on drive B. This will make it easier and faster to back up your data, and facilitate the installation of subsequent and improved versions of the Stock Charting System pro- grams. Upgraded versions will either be able to use existing data files directly, or will have the ability to convert older data files to a new format. Your data files will not be allowed to become orphans! Each time the data for a stock is updated or changed, the associated files are over-written on the data diskette or in the data sub-direc- tory. Therefore it is very important to KEEP BACKUP COPIES! I suggest the following diskette backup scheme: Use three diskettes and label the three envelopes C (for current, or child), F (for Father), and G (for Grandfather). The envelope labelled C is of course the current, or working, diskette. When a copy of the current diskette is made, copy onto the Grandfather diskette, which then becomes the new Current disk- ette. The old Current diskette becomes the new Father; the old Father becomes the new Grandfather. The diskettes are simply switched in their envelopes. The advantage to this scheme is that each diskette is always used in rotation so one diskette does not tend to wear out faster than the others. Also, there are always three generations of data. If you are using a hard disk, you should still back up your data files. To do this, insert a newly formatted diskette in Drive A. Make drive C the active drive, and make the sub-directory which contains the stock charting system DATA the active sub-directory. Type the following command: COPY INDEXFIL.SMX A: /V <Enter>. This copies the index file. Now type a second command as follows: COPY *.SMP A: /V <Enter>. This copies all of your price history files. It is still recommended to keep two or more backup copies! Although computers are usually very reliable, disk drives and disks DO wear out over time. A head crash or an electrical "transient" could wipe out months of work! STOCK CHARTING SYSTEM - RELEASE 2.5 PAGE 12 OF 14 DESCRIPTION OF THE STOCK CHARTING SYSTEM FILES If you are using 5 1/4" 360KB diskettes, the Stock Charting System MUST be distributed between two diskettes, because there is not enough room on a single diskette for the entire system. The following files should be on the STARTUP diskette: RELEASE2.5x is the version/release number of the master diskette. The file itself has no purpose except to identify what release it is. "x" could (if it is present) be any letter or digit. SMSTART2.CTL is the file which contains the introductory screen. The version of this file MUST match the current program version and not that of an earlier version. SM2.EXE is the program which displays the introductory screen. The Stock Charting System must ALWAYS be started with this pro- gram. This program automatically loads BRUN30.EXE, which remains in memory until you return to DOS. BRUN30.EXE is the run-time library which is required for any of the Stock Charting System programs to run. It contains routines which are common to all programs. BRUN30.EXE is a part of the QuickBASIC compiler which is (C) Copyrighted by Micro- soft Corporation. SMSTART2.HLP contains the initial HELP screens with general information about using the Stock Charting System. SMVERS25.DOC is the text file which contains the information you are reading now. README READ.ME is a short text file which explains how to print the infor- README.DOC mation you are reading now. If you are using a high-density floppy diskette or a hard disk, the above files may be on the PROGRAM diskette or in the PROGRAM sub-direc- tory. The files SMSTART2.CTL, SM2.EXE, BRUN30.EXE and SMSTART2.HLP all MUST be present for the Stock Charting System to run. All files with the extension .EXE are executable program files in native machine language. However, the Stock Charting System must ALWAYS be started with the command SM2 (which may be in a batch file). STOCK CHARTING SYSTEM - RELEASE 2.5 PAGE 13 OF 14 DESCRIPTION OF THE STOCK CHARTING SYSTEM FILES (continued) The following files must reside on the PROGRAM diskette, or in the PRO- GRAM sub-directory: SMSETUP2.CTL is a control file which has several functions. If data and programs are on separate diskettes SMSETUP2.CTL must be on the PROGRAM diskette, not the data diskette. Likewise, on a hard disk SMSETUP2.CTL must be in the PROGRAM sub-direc- tory, not the data sub-directory. SMMMENU2.EXE is the Master Menu program. It also allows the user to specify a path for data files and to select other options. SMMMENU2.HLP contains Help screens which explain the Master Menu. SMADDEL2.EXE displays the Stock Select screen and allows the user to add, delete or change stocks. It creates and/or modifies the index file INDEXFIL.SMX and initializes price history files whenever new stocks are added to the system. A separ- ate price history file is created for each stock for which data is to be maintained. The name of a price history file is the ticker symbol preceeded by D or W (daily or weekly). The extension is always .SMP, for example B:WIBM.SMP. SMADDEL2.HLP contains the Help screens for SMADDEL2.EXE. SMTRANS2.EXE is the program which "imports" current or historical data from an external ASCII file. Current prices can also be entered manually for all stocks. Weekly files can be up- dated from corresponding daily files in this program. Note: Manual entry of historical prices for many dates, but for just a selected stock, is performed in SMENTRY2.EXE. SMTRANS2.HLP contains the Help screens which explain the updating of current prices for all daily files or all weekly files. SMPRUPD2.HLP contains the Help screens which explain the import of cur- rent volume and prices from an ASCII file. SMDTOWK2.HLP contains the Help screens which explain how to transfer data to weekly-updated files from corresponding daily- updated files. SMPRHIS2.HLP contains the Help screens which explain the import of his- torical volume and prices from an ASCII file. SMENTRY2.EXE is the data entry and bar graph program. In this program, volume and prices for all dates for the selected stock can be entered manually. In addition, moving averages are com- puted, bar graphs are displayed and data is stored on disk. It also does the printing of bar charts and tabular data. SMENTRY2.HLP contains the Help screens for SMENTRY2.EXE when in the man- ual data entry mode. SMGRAPH2.HLP contains the Help screens for SMENTRY2.EXE when in graphic display/print mode. STOCK CHARTING SYSTEM - RELEASE 2.5 PAGE 14 OF 14 DESCRIPTION OF STOCK CHARTING SYSTEM FILES (continued) The following files should reside on the DATA diskette, or in the DATA sub-directory (unless data and programs are on the same diskette): INDEXFIL.SMX is the system index file. It contains - for each stock for which volume and price data are maintained - the name, ticker symbol, exchange, number of days/weeks of informa- tion, annual earnings, dividends and price goals. If this file is missing, the system can automatically create it and ask for data on the first stock. xxx.SMP (where xxx is a stock symbol preceeded by D or W) - these are the files which contain historical volume, prices and moving averages. One of these files exists for each stock, in addition to a corresponding entry in the index file. A price history file requires 32 bytes of disk space for each trading period date, plus an extra 32 bytes. Thus, a 127-day file or a 127-week file will require (127+1) x 32, or 4,096 bytes. For the most efficient use of floppy disk space, choose a number of days or weeks that's evenly divisible by 32, minus 1. For example 31, 63, 95, 127, ..., 319. The index file requires 7,168 bytes and its size will not change. All files with the entension .HLP are standard text files which do not contain any control characters. Whenever the H (for Help) function is invoked from a menu, the program looks for the appropriate file (see the list of files on the preceding 2 pages). If that file is not found in the program directory, the message "Help screen not available" will flash on the bottom line of the screen (press any other valid key to get rid of a flashing error message). You may delete the .HLP files if necessary to make more space on a disk- ette. To delete an individual file, make the diskette or sub-directory which contains that file the active one. Then enter the following command: ERASE filename <Enter>. For example, to erase the file that contains the initial Help screen (you should have a printout or backup copy of it first), type ERASE SMSTART2.HLP <Enter>. To get rid of all HELP screens, type ERASE *.HLP <Enter>. Use DIR or DIR /W to check the directory before and after you delete a file. DIR shows the names of all files in one column along with their corresponding dates and times of last changes; DIR /W shows several file names on each line, without the other information (/W means "Wide"). It is recommended to run the Stock Charting System with 2 disk drives, one of which can be a hard disk. A hard disk is strongly recommended if: a) you have more stock charts than will fit on one diskette, or b) you are "importing" data from any external files. A hard disk drive will alleviate the need for swapping diskettes, and may speed up your programs quite a bit. If you have any problems with the documentation in this program, please notify the author (address & phone number on the first page). This will help the author to make improvements and correct errors. Thank you!
Volume in drive A has no label Directory of A:\ AUTOEXEC BAT 27 1-04-89 6:05p BRUN30 EXE 70680 4-07-87 10:48a FILE0246 TXT 1555 3-19-90 6:22p GO BAT 38 10-19-87 3:56p GO TXT 839 3-19-90 1:02p READ ME 1189 2-19-89 11:55a README 1189 2-19-89 11:55a README DOC 1189 2-19-89 11:55a RELEASE2 55 161 1-31-90 5:38p SM2 EXE 14577 2-05-90 10:16p SMSTART2 CTL 2048 2-22-90 9:34a SMSTART2 HLP 7936 10-29-89 10:25p SMVERS25 DOC 41216 2-16-89 9:56a 13 file(s) 142644 bytes 13312 bytes free