Overview
1. Getting started
1.1. A note about software requirements
1.2 How to install Portfolio Logic on your PC.
1.3. You can begin using Portfolio Logic in one of two modes:
1.4. View screens and reports that you wish.
1.5. Backing up your data for safekeeping
2. Menu structure
3. A typical day using Portfolio Logic
A typical day using Portfolio Logic
4. Transactions and screens
5. Open orders
6. To do screen (a tickler)
7. Cash menu
8. Realized gains and the management of tax information
Realized gains and the management of tax information
9. Initialize New day
10. Detailed instructions for using the Portfolio Logic entry screens
Detailed instructions for using the Portfolio Logic entry screens
10.1 Maintain Holdings By Account
10.4 Sector reporting and Asset Class reporting
10.9 Automatically translate symbols received from the price feed.
10.13 Move Holdings to Other Portfolio
10.14 Move Holdings to Other Account
11. How to register Portfolio Logic
12. Taking your portfolio between work and home
Taking your portfolio between work and home
12.1. Each user must obtain his or her own software license.
12.2. Install Portfolio Logic both at home and at the office.
12.3. Travel between work and home
13. Internet financial information providers
Internet financial information providers
13.1. How to set up your list of symbols on the Internet
13.2 Store symbols on both services for backup purposes
14. Table structure within Portfolio Logic
Table structure within Portfolio Logic
15. Reports
16. Exporting data to a spreadsheet
Exporting data to a spreadsheet
17. Import your existing portfolio into Portfolio Logic
Import your existing portfolio into Portfolio Logic
18. Manual Pricing screen
19. Multiple portfolios
20. Return on investment calculation
Return on investment calculation
21. Protecting the data on your computer with a password
Protecting the data on your computer with a password
22. Backing up your data for safekeeping
Backing up your data for safekeeping
22.2 Restoring your data (if you need to)
22.3 Backing up to the hard drive
22.4. Backing up the Portfolio Logic programs
23. Producing reports for selected accounts
24. Customizing your Portfolio Logic reports
25. Stock splits
Appendix A: Frequently asked questions (FAQ's)
Frequently asked questions (FAQ's)
Appendix B: Ring Menu vs. Trader's Desktop Tab Menu
Ring Menu vs. Trader's Desktop Tab Menu
Appendix C: Specialized symbols used in Portfolio Logic
Specialized symbols used in Portfolio Logic
Portfolio Logic™
Manage your portfolio with the software tools
used by Investment Professionals
User Manual
Business Logic, Incorporated
853 Broadway
New York, New York 10003
212·505·9555
Email: BLogic@BLogicNYC.com
March 14, 2000
©1998, 1999, 2000 Business Logic, Inc. All rights reserved. Portfolio Logic is a
registered trademark of Business Logic, Inc. All other trademarks and
registered trademarks are the properties of their respective companies.
