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                           C H A P T E R   3 

            U P D A T I N G   P O R T F O L I O   N A M E S 


The  first  option  in  the  Main Menu provides the capability to both 
establish  new  portfolios  and  rename existing portfolios.  When you 
first  initialize  your  data base a default portfolio named "Main" is 
established.   Many  individuals  will find that this one portfolio is 
sufficient  for  maintaining  their  financial data.  You may however, 
want  to  consider  establishing  additional  portfolios  so that your
finances  can  be  tracked  separately.  For instance, you may wish to 
establish  a  separate  portfolio  for  tracking your tax deferred IRA 
investments  or  investments  of  your  spouse or children.  Note that 
reports   can   be   generated  for  both  individual  portfolios  and 
combinations of portfolios.

There is a maximum of thirty portfolios per data base.

After  selecting this option from the main menu, the "PORTFOLIO UPDATE
MENU" screen will appear listing the following options.

                       ÕÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ͸
                       ³ PORTFOLIO UPDATE MENU ³
                       ÆÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍÍ͵
                       ³ CREATE A PORTFOLIO    ³
                       ÃÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ´
                       ³ RENAME A PORTFOLIO    ³
                       ÃÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄ´
                       ³ RETURN TO MAIN MENU   ³
                       ÀÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÄÙ
                               Table 3-1

Select  the  desired  option  using  the  arrow keys on your keyboard. 
Execute  the  selected  option  by  pressing  the  return  key.  These
options are described below.


Create a Portfolio

You  will  select this option when you wish to add a portfolio to your
data  base.   After  selecting  this  option, a data entry screen will 
appear  requesting  that  you  enter  the  name of your new portfolio.  
Portfolio  names  may  be  up  to  25  characters long.  Once you have 
entered  the  name,  you  will be asked to verify your entry by typing 
"Y"  or  given  the  opportunity  to correct your entry by typing "N".  
Once  you  have  verified  your  entry,  the  system checks your other
portfolio  names  to  insure that you have not made a duplicate entry.  
If  your  entry  duplicates  a  previously  named  portfolio, an error 
message  will appear advising you of this fact.  Otherwise you will be 
returned to the portfolio update menu.



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Rename a Portfolio

As  the  name  implies,  this  option  is  used  to rename an existing
portfolio.   After  selecting  this  option,  your  existing portfolio 
names  will  be  displayed  in  a  menu from which you will select the 
portfolio  which  you wish to rename.  A data entry screen will appear
displaying  the old portfolio name and requesting that you enter a new 
name.   After  you  have entered and verified the new name, the system 
checks   that  the  name  entered  does  not  duplicate  any  existing 
portfolio  names  and  prints  an  error  message  if a duplication is 
found.