The Financial Portfolio stack (version 3.9) lets you keep track of your accounts & investments and allows you to calculate your net worth, capital gains, etc. This is a minor revision to the last version uploaded to America OnLine (version 3.8), but a major upgrade from version 2.8. If you own previous versions of the stack (2.1 and above), you can import the information into this one.
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Note: This version contains a critical fix for corrupted resources that may have caused version 3.8 of the stack to quit on certain Macs.
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Improvements from version 2.x:
- a redesigned interface with pop-up menus for navigation
- customizable categories and assignment of details to those categories
- integrated Help in a windoid—no separate Help stack needed
- a customizable floating palette for commonly-used functions
- unlimited number of user-defined reports in addition to several built-in reports
Improvements from version 3.1:
- smoother, quicker “batch” entries of new categories and details
- ability to attach notes to specific stock or fund transactions
- resizable “Detail List” windoid so you can easily go to different details with a quick click
- can handle jumping between two Financial Portfolio stacks open at the same time (e.g., yours and your spouse’s) without having to close and reopen the stack
Improvements from version 3.3:
- improved, more versatile “Help” system
- cleaner Preferences section
- greater ability to customize fonts for printouts
- can see at a glance how many shares of a security resulted from reinvesting
- can generate a list of capital gains by year for an individual security
- can quickly “adjust” the number of shares of a security to jive with a broker’s statement
- stock/fund dividend report
- more versatile capital gain report
- expandable display fields in several sections
- more versatile custom reports, including pie graphs
- enhanced Detail List windoid that allows you to edit, rename or delete specific details
- optional Category List windoid to attach notes to categories from anywhere in the stack
- some bug fixes and other functional and interface improvements
Improvements from version 3.8:
- can use any symbol for currency (e.g., $, £, ¢, etc.)
- can choose to have the stack remember all palette locations and sizes
- can optionally list capital gains in IRS format
- can list dividends by year for an individual security
- somewhat quicker importing from previous versions of the stack
- tracks the dates of a stock’s high and low prices
- a few more bug fixes and interface improvements
- repair of corrupted resources that may have caused the stack to quit on certain Macs
Requirements:
1) HyperCard 2.1 or 2.2 (limited testing shows compatibility with the HyperCard Player) - because of some periods of rather intense memory requirements, you should assign at least 1600K to the HyperCard application or Player with the “Get Info” dialog of the application icon with the application closed (2000K or more would be even better). The Color Tools stack from HyperCard 2.2 is NOT used, so you may remove the Color Tools from the Stacks In Use to make more memory available.
2) Put the “•Portfolio resources2•” stack in the same folder as the main Financial Portfolio stack; if you don’t, you will be asked with a dialog box to search for it if it is required (see below.) If you still have the “•Portfolio resources•” stack from a previous version of this stack, remove it from the hard drive and replace it with the new “•Portfolio resources2•” stack as the resources have been updated. While you may rename the main Financial Portfolio stack to whatever you want, DO NOT RENAME the “•Portfolio resources2•” stack.
3) This stack makes extensive use of WindowScript, a HyperCard add-on from Heizer Software that allows the creation of custom windows and dialog boxes. If you own WindowScript and have it installed in the hierarchy, the stack will ignore the WindowScript resources in the “•Portfolio resources2•” stack and use those in your own WindowScript stack. If you’ve never heard of WindowScript, you obviously don’t have it installed; in this event, the stack will automatically place the “•Portfolio resources2•” stack in the hierarchy upon opening and remove it upon closing.
Note: if you use “Greg’s Buttons” or some other utility to change the System font to one other than Chicago, some parts of the stack may not be as readable as they should. If this occurs, exclude “HyperCard” or “HyperCard Player” from the effects of that utility.
This program is “kidware”: if you use it, please send $10 (or more) to St. Jude Children’s Research Hospital at P.O. Box 1818, Memphis, TN 38101-9903; if you do so, please drop me a line to let me know (click on the stack’s “Feedback” button.)
Michael Foreman
19 Gardenia Drive
Mount Laurel, NJ 08054
America OnLine: “Kid Doctor”; Internet: “kiddoctor@aol.com”
