                                                               Page 13

                           C H A P T E R   5

                U P D A T I N G   C U R R E N T   A N D
                   H I S T O R I C A L   P R I C E S


This  option  is  used to maintain current and historical share prices 
of  securities  in  your  portfolio  data base.  Additionally, you may 
record  market  index  data  such as the Standard and Poor's 500 index 
for  graphic  analysis using the charting capabilities of the program.  
Current/historical  price  and  index  data  are  recorded on a weekly 
basis  and retained for the most recent 52 weeks.  The Sunday business 
section  of  most  major newspapers lists all the information required 
to maintain these records.

When  you  select  the  "UPDATE  PRICES  HISTORY" option from the main 
menu,  the  "UPDATE  PRICES  FOR"  menu  appears listing the following 
options:

                     еЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭИ
                     Г    UPDATE PRICES FOR      Г
                     ЦЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЕ
                     Г ALL STOCKS/INDEXES 1 WEEK Г
                     УФФФФФФФФФФФФФФФФФФФФФФФФФФФД
                     Г ONE STOCK 1 WEEK          Г
                     УФФФФФФФФФФФФФФФФФФФФФФФФФФФД
                     Г ONE STOCK MULTIPLE WEEKS  Г
                     УФФФФФФФФФФФФФФФФФФФФФФФФФФФД
                     Г ONE INDEX 1 WEEK          Г
                     УФФФФФФФФФФФФФФФФФФФФФФФФФФФД
                     Г ONE INDEX MULTIPLE WEEKS  Г
                     УФФФФФФФФФФФФФФФФФФФФФФФФФФФД
                     Г DEFINE A NEW MARKET INDEX Г
                     УФФФФФФФФФФФФФФФФФФФФФФФФФФФД
                     Г DELETE AN INDEX           Г
                     УФФФФФФФФФФФФФФФФФФФФФФФФФФФД
                     Г UPDATE FOR X-DIVIDEND     Г
                     УФФФФФФФФФФФФФФФФФФФФФФФФФФФД
                     Г RETURN TO MAIN MENU       Г
                     РФФФФФФФФФФФФФФФФФФФФФФФФФФФй
                               Table 5-1

These  options  allow  the  user  the  flexibility  to  perform weekly 
updates  on  all  stocks  and  indexes,  selectively update individual 
stocks  and  indexes,  and  backfill  historical  prices of individual 
stocks and market indexes.  


DATA REQUIRED

Depending  on  the option selected you should be prepared to enter the 
data listed in Tables 5-2 and/or 5-3.


                                                              Page 14

When  entering current and/or historical price data, the system checks 
for  previous  entries  for  the  date  you are updating.  If you have 
previously  entered  data  for  that date the system warns you of this 
fact  and  allows you the option of either overwriting the old data or 
retaining it.

                         Security Price Update
      еЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭбЭЭЭЭЭЭЭЭЭЭЭбЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭИ
      Г DATA REQUESTED Г  EXAMPLE  Г  DESCRIPTION               Г
      ЦЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭиЭЭЭЭЭЭЭЭЭЭЭиЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЕ
      Г Market Date    Г  11/17/86 Г  Weekly prices are recordedГ
      Г                Г           Г  as of the market close on Г
      Г                Г           Г  Friday.  If you enter a   Г
      Г                Г           Г  non-Friday date the systemГ
      Г                Г           Г  will compute the date of  Г
      Г                Г           Г  the Friday which precedes Г
      Г                Г           Г  the date you entered.     Г
      УФФФФФФФФФФФФФФФФХФФФФФФФФФФФХФФФФФФФФФФФФФФФФФФФФФФФФФФФФД
      Г High           Г  27 1/8   Г  The week's high price.    Г
      Г                Г           Г  All prices may be entered Г
      Г                Г           Г  with a fraction as shown  Г
      Г                Г           Г  or digitally as 27.125    Г
      УФФФФФФФФФФФФФФФФХФФФФФФФФФФФХФФФФФФФФФФФФФФФФФФФФФФФФФФФФД
      Г Low            Г  24 7/8   Г  The week's low price      Г
      УФФФФФФФФФФФФФФФФХФФФФФФФФФФФХФФФФФФФФФФФФФФФФФФФФФФФФФФФФД
      Г Close          Г  27       Г  The price of the security Г
      Г                Г           Г  when the market closed    Г
      Г                Г           Г  for the week.             Г
      УФФФФФФФФФФФФФФФФХФФФФФФФФФФФХФФФФФФФФФФФФФФФФФФФФФФФФФФФФД
      Г Volume         Г  10211    Г  Number of shares traded   Г
      Г                Г           Г  during the week.  Enter   Г
      Г                Г           Г  the number in hundreds.   Г
      РФФФФФФФФФФФФФФФФСФФФФФФФФФФФСФФФФФФФФФФФФФФФФФФФФФФФФФФФФй
                               Table 5-2

                          Market Index Update
      еЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭбЭЭЭЭЭЭЭЭЭЭЭбЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭИ
      Г DATA REQUESTED  Г EXAMPLE   Г DESCRIPTION              Г
      ЦЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭиЭЭЭЭЭЭЭЭЭЭЭиЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЕ
      Г Market Date     Г 11/17/86  Г Same as above            Г
      УФФФФФФФФФФФФФФФФФХФФФФФФФФФФФХФФФФФФФФФФФФФФФФФФФФФФФФФФД
      Г Close           Г 136.37    Г Value of the market indexГ
      Г                 Г           Г when the market closed   Г
      Г                 Г           Г for the week.            Г
      РФФФФФФФФФФФФФФФФФСФФФФФФФФФФФСФФФФФФФФФФФФФФФФФФФФФФФФФФй
                               Table 5-3


ALL STOCKS/INDEXES 1 WEEK

In  general  you  will  choose  this  option  to  perform  your weekly 
updates.   This  option  provides  for  automatic  cycling through all 
securities  in  your portfolio as well as all market indexes which you 
are tracking. 


                                                              Page 15

When  you  select this option you will enter the market date only once 
and  the system will provide data entry screens for all securities and 
market  indexes  you  are  tracking.   This  allows you to update each 
security  and  index  without individually selecting them from a menu.  
If  you  have  not  previously entered current and/or historical price 
data  for a security in your portfolio, the system asks if you wish to 
track  that security.  If you wish to track the price of that security 
then  type  Y.  If not, type N and the system will proceed to the next 
security in your portfolio.


ONE STOCK 1 WEEK

This   option   is  used  to  update  individual  securities  in  your 
portfolio.   After  selecting this option, you choose the security you 
wish  to  update  from  a  menu.  As above, if you have not previously 
entered  data  for  this  security, the system will ask if you wish to 
track  this  security.   Answer  the  question  by  typing  Y or N and 
proceed  with  data  entry   or  your  next  "UPDATE  PRICES FOR" menu 
selection, respectively.


ONE STOCK MULTIPLE WEEKS

In  general  this  option  is  used  to  backfill  multiple  weeks  of 
historical  price  and  volume data for an individual security.  After 
selecting  this  option,  you  choose  the security you wish to update 
from  a menu.  You then enter the date for the first week of your data 
and  proceed  with  data entry.  After entering and verifying the data 
for  one  week,  the  system automatically increments the date for the 
next  week  and requests that data.  The sequence is ended by entering 
a backslash (\) in the weekly high data field.


ONE INDEX 1 WEEK AND ONE INDEX MULTIPLE WEEKS

These  options  are  functionally  the  same as their counterparts for 
stocks   except  that  you  select from among market indexes which you 
have previously defined.


DEFINE A NEW MARKET INDEX

This  option  is  used  to define the name of a market index which you 
wish  to  track  along  with  your  securities.   When you select this 
option  a  data  entry  screen  will  be displayed requesting that you 
enter  a  four character abbreviation for the market index and up to a 
20 character name.  Examples are listed in Table 5-4.


                                                              Page 16

                еЭЭЭЭЭЭЭЭЭЭЭЭЭЭбЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭИ
                Г ABBREVIATION Г INDEX NAME          Г
                ЦЭЭЭЭЭЭЭЭЭЭЭЭЭЭиЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЭЕ
                Г  DJIA        Г Dow Jones IndustrialГ
                УФФФФФФФФФФФФФФХФФФФФФФФФФФФФФФФФФФФФД
                Г  NYSC        Г NYSE Composite Avg. Г
                УФФФФФФФФФФФФФФХФФФФФФФФФФФФФФФФФФФФФД
                Г  S500        Г S&P 500             Г
                РФФФФФФФФФФФФФФСФФФФФФФФФФФФФФФФФФФФФй
                               Table 5-4

DELETE AN INDEX  

This  option  is  used  to  delete a stock index record from your data 
files  when  you  are   no  longer  interested in tracking that index.  
When  you  select  this option, a menu listing all the indexes in your 
data  files  will  be  displayed.  To delete an index  record,  select 
the   index   you   wish  to  delete,  and confirm that your selection 
is  correct.  If you accidentally select the wrong index, the deletion 
process  can  be aborted by answering no to the question "Are you sure 
you want to delete this index?"


X-DIVIDEND HISTORY UPDATE  

This  option  allows  you  to  update  the  price  history  of a given 
security   to   compensate   for   payment   of   an  X-Dividend.   As 
distinguished  from ordinary dividends, payment of extraordinary   (X) 
dividends  causes a devaluation of the market share price equal to the 
amount  of  the  dividend  per  share.   If  the  price history is not 
adjusted  for payment of an X-Dividend, a discontinuity of share price 
would  appear  at  the record date of the X-Dividend when plotted over 
time.

After  selecting  the  "X-DIVIDEND PRICE UPDATE" option from the menu, 
you  will select the security for which the X-Dividend was paid, enter 
the  record  date,  and  enter  the  amount  of  dividend  per  share.  
Historical  prices  on or before the record date will be adjusted on a 
percentage   basis.    You   should   be  aware  that  this  does  not
automatically  create  a record of dividend income received.   Use the
dividend  income  option  from  the  main  menu to record any dividend
income actually received by you.



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