==========README FILE FOR PORTFOLIOKEEPER ====================

IMPORTANT - READ THIS IMMEDIATELY

========== PORTFOLIOKEEPER'S PURPOSE ==========================
PortfolioKeeper is stock portfolio management and accounting system for serious portfolio  managers and investors. If you have detailed reporting needs then this is the system for you. If you need information for  taxes Porfolio Managers will provide it.

PortfolioKeeper retrieves prices from the web to help monitor and price your portfolio's value

PortfolioKeeper maintains multiple investment portfolios. Trade options, short sales, bonds, stocks and more. Splits and option expirations are automated. 
 
An estimated income schedule allows the user to track interest and dividend.

Shares may be sold by selecting FIFO,LIFO or designated lots. 
 
Cash is maintained as a separate account to make sure all transactions are properly recorded. This function is totally automated for ease of use. All fields may be edited. The cash account reflects all changes and corrections.
========== INSTALLATION              ==========================
Installation is accomplished by running the unzipping the included zip file and then
running PortfolioKeeper.exe.

========== PROGRAM STATUS =====================================
PORTFOLIOKEEPER IS DEMO SHAREWARE. PORTFOLIOKEEPER REQUIRES WIN95, WIN98 NT3.53,NT4.00 OR WIN2000.

THIS PROGRAM MAY BE USED 20 TIMES in preview mode. THIS INCLUDES A GRACDE PERIOD OF 5 TIMES.
YOU MAY PURCHASE THE PROGRAM AT ANY TIME BY USING THE REGISTER SPEED BUTTON.

PLEASE VISIT OUR WEBSITE FOUND IN THE HELP/ABOUT MENUS AND DOWNLOAD THE CURRENT UPGRADE. ALL UPGRADES ARE POSTED IN THE UPGRADE SECTION OF OUR WEBSITE.

========== R E G I S T R A T I O N==============================
To register: 
Click on the Help menu and then click the Help submenu.	Click on "How To Register" and then or "Registering PortfolioKeeper".

Suggestion:  don't wait until your trial expires before registering.

========== DISTRIBUTION STATUS ================================
WE ENCOURAGE YOU TO DISTRIBUTE THE TRIAL COPY FREELY WITHOUT LIMITATIONS

======================== CONTACT INFORMATION ==================
You can always contact us via e-mail:

pcsearch@pipeline.com  or via our web page found on the help/about menus.

========== Updating from a previous version???? ===============
  For a new user run the included executable to install. 

  For a user of a prior release: before updating to this version MAKE SURE you protect your data by executing the following 
  PORTFOLIOKEEPER function:
  												 
  From the menu select FILES.
  - From the FILES submenu select BACKUP DB FILES and then backup to a BACKUP directory.

  After installing PORTFOLIOKEEPER, in the event of data errors you may execute the following restore procedure:
  - From the menu select FILES.
  - From the FILES submenu select RESTORE DB FILES

=========================== History ==========================
Version 3.00.06
- Some performance and usability changes - minor fixes, etc.
Version 3.00.05
- New date entry format using a calendar icon and for for Y2K compliance. 
- Many new ease of use features
- Correction to the security report
Version 2.10.00
- New web pricing module to access web pricing and then post to the database
- New ease of use features
Version 2.00.02
- Changed security selection messages and elinated minor errors.
Version 2.00.01
- New registration procedure
- Price decreased 66%
- Ease of use
- Improved Security reporting
Version 1.00.06

Version 1.00.05
- Improved ease of use
Version 1.00.04
- Improved ease of use
Version 1.00.03
- Minor patches
Version 1.00.02
- Additional reports
Version 1.00.01
- Additional reports	
Version 1.00.00:
 - Reports
    Reports may be selected by date range via the Dates menu and
	 Set Date Range submenu
	Reports include lot managemment, portfolio, dividends/interest
	lists, cash reports, int/divd due, security lists, etc
 - Extensive help screens

Thank you for your interest in PORTFOLIOKEEPER

Edward Leon