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Mobile Portfolio Tracker v1.0 |
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Mobile Portfolio Tracker
™ Tip #1 - Need help downloading, unzipping, or installing Mobile Portfolio Tracker or any other 3rd-party Palm software? Visit the software installation wizard at www.nearlymobile.com. Tip #2 - Cannot find what you are looking for in these instructions? Check out the Mobile Portfolio Tracker FAQ at http://www.mobilegeneration.com/custsupp
3. Proxy
Configuration 5. Support 7. Purchasing
/ Registering
Important
Notice
No known bugs System Requirements To run Mobile Portfolio Tracker, you need - A Palm Professional, III, IIIx, V, or VII or compatible such as the Qualcomm pdQ. - A PC running Windows 95, 98, or NT to install the software and HotSync 3.0. If you need Hotsync v3.0_ you can download it for free from http://www.palm.com/custsupp/downloads - A TCP/IP connection on the PC is required to get price updates via HotSync. 250K of available disk space is required. - A TCP/IP connection for the Palm to get direct price updates. This can be a modem, a wireless modem, or a cable connection via a PC. Installation
Using Mobile Portfolio TrackerStart
up To add your stocks, press the "new" button and you will be presented with the Edit Position screen. To add an index, select the menu item Record->New Index and you will be see the Index List screen. To change the portfolio you would like to view, select the category (or portfolio) at the top right of the screen. You will need to make sure that you create the appropriate categories (or portfolios) and select the proper category (portfolio) when setting up your stocks. Use the view drop down (top left of screen) to change the type of views that are presented. Select the Performance view to view your overall performance of that portfolio (the portfolio is determined by the category drop down). You will see the stock symbol, total amount paid, the current value of the stock, and and gain in dollars or percentage based on the $ or % selector above the list. The totals for each of the columns are displayed at the bottom of the screen. You can also sort the stocks by tapping the column header of the column you would like to use to sort the stocks. Select the Day Change view the latest changes in the stock price. In this view you will see the stock symbol, the last price, the change in price for the day, and the change in market value by dollar or percentage based on the $ or % selector above the list. The total change in portfolio (for the day) is displayed at the bottom of the screen. You can sort the stocks by tapping the column header of the column by which you would like to sort the stocks.Select the Market Value view the current market value of each of the stocks in your portfolio. In this view you will see the stock symbol, the last price, the number of shares which you are holding, and the market value. The total current market value is displayed at the bottom of the screen. You can sort the stocks by tapping the column header of the column by which you would like to sort the stocks. The Record menu allows you to add a new stock or index to your portfolio. The Update menu allows you to update your stocks with a modem You can also update the preferences from the Options menuAdd a Stock Position To add a stock, press the "new" button from the main MPT screen or select "Add Stock" from the Record menu on the main screen. You will be presented with the "Edit Position" screen. This will allow you to enter the stock symbol, description (usually company name), date purchased, # shares, price paid per share, commission, and calculate (or enter) the total amount. - Select the category (portfolio)
at the top right of the screen. Create a new category (portfolio) if necessary. If you want to add a "Watch" stock with no # of shares or cost basis, simply enter the stock symbol but no shares or cost. More info on entering your stock symbol - To find the stock for a particular company, use the Yahoo! symbol lookup available at http://finance.yahoo.com/. Portfolio Tracker supports US and Canadian stocks, indices, and mutual funds. Canadian symbols should include the exchange, for example: BMO.M for Bank of Montreal on the Montreal exchange or TMF.TO for Trimark Financial on the Toronto exchange. See http://biz.yahoo.com/f/qc.html for details.
Modify
a Stock Position Delete a Stock Position To delete a the position in a stock, select the stock from the main screen, then tap the "delete" button on the stock details screen. View Stock Position Details You can view the details of a stock position by selecting the stock off the list in the main view. This will present a screen with the header information of a stock: - Symbol - Description - Stock Updated Time/Date - Last Price You can then select one of the two notebook tabs at to view the details of the Day Watch which includes the following details about the stock: - Last Price - Daily Change in Price - Daily High - Daily Low - Daily Volume - Last Trade Date and Time You can also select the Position tab to view the following position details: - Date Purchased - # Shares Purchased - Amount Paid per Share - Total Paid - Current Market Value - $ Change in Value - % Change in Value You can also select the "Edit Position" button to change your position in this stock or "Delete" button to delete this position. Add an Index You can also add any of the common indexes to your a portfolio or to a separate "Watch" portfolio. To add an index select the "New Index" item in the Record menu from either the main menu or the stock details screen. You can select from the list of indexes, highlight the index, and press "add". If you try view the details of this index, you'll only see the Day Watch tab since there is no position in an index. Likewise, when you edit the index, all you can change is the category (portfolio) in which is exists. Preferences You can reach this screen from the Options-Preferences menu item on the main screen. It is only necessary if you reach the Internet through a proxy server. Usually, proxy servers are only found in corporate nets. If you are not sure, contact your systems administrator. If you don’t have a systems administrator, you probably don’t have a proxy server. The preferences screen is reached from the main menu, Options-Preferences. It used to set an Internet proxy if one is required. Most users will be able to ignore this. Some users, especially in corporate networks, will need to work through a proxy. Contact your systems administrator for the values to put in this screen. Check "Use Proxy"
and two additional fields will appear. The proxy host specifies
the TCP/IP address of the proxy server. It is usually in the form of four
numbers between 0 and 255 separated by periods. It may be in the form
of a name (e.g. gateway.yourcompany.com). The
proxy port is another magic number that tells how to connect to
the proxy host. It normally is a number between 0-32678, with 80 commonly
used. Press the OK button to have the
changes accepted and return to the main screen. Press Cancel to return
directly to the main screen without changes. Mobile Portfolio Tracker has a HotSync conduit that will back up your portfolio to your PC and update prices using your PC’s Internet connection. The installation process will configure the HotSync conduit. Normally, you should not have to change it. Should you have to change the settings, follow the directions below. Configuring Hot Sync To configure the conduit, move the mouse cursor over the HotSync icon (a circle with blue and red arrows) in the tray at the lower right side of the PC screen. Click right and select "Custom" from the menu that appears. You will get a screen that allows you to select a conduit to configure. Select "Portfolio Tracker" from the list and press "Change". Note: if Portfolio tracker does not appear in the list, it might be that you are using Desktop 2.0. Mobile Portfolio Tracker needs Desktop 3.0, which can be downloaded at no charge from: http://www.palm.com/custsupp/downloads. The screen for configuring
the Portfolio Tracker conduit will appear. It allows you to specify what
to do on a HotSync, including backup action and update action. If you
select "Do Nothing", the conduit will do nothing, no backup, restore,
or update. The backup action allows you to backup your portfolio to the PC or restore a previously backed up portfolio to the handheld. Usually, you’ll want to back up the portfolio to the desktop, so select the "Handheld overwrites desktop" option and check "Set as default" to make this the normal action. If you lose the portfolio on the handheld, check "Desktop overwrites handheld" and do not check "Set as default". On the next HotSync, the conduit will restore the portfolio, then return to the normal action of backing up the portfolio. Update Action If your PC has an Internet connection, it can update the prices in your portfolio on every HotSync. To enable this, select the "Update prices from net" and "Set as default". The conduit will now update your portfolio on every HotSync. If you do not plan on having Internet connectivity when you hotsync, you can set the default to not check the prices on the Internet by unselecting the "Update Prices from net" and then select the "Default" check box. However, you'll need to change the "Update from the net" check box when you do have connectivity and want Portfolio Tracker to update the prices. You can keep the default set to update the
prices even when you do not have Internet connectivity. Portfolio Tracker
will simply try to make the Internet connection, then time-out and send
an error message to your hotsync log. However, your other applications
will hotsync normally with no problems. Backing
up and Restoring MPT data
Netscape Microsoft Internet
Explorer Authenication Server For the latest information and problem descriptions, see the Mobile Portfolio Tracker FAQ at www.mobilegeneration.com/custsupp. There are two major classes of problems on the handheld: application problems and update problems. Application problems occur within the handheld and show up as a dialog with an error message. Update problems occur while trying to update prices over the net. Application Problems When Portfolio Tracker encounters a problem, it will present a dialog with a brief error message. Additional information can be obtained by clicking the info icon in the upper right corner of the message dialog. The Symbol Name field is required. When adding or editing a stock, the symbol field must be filled in. The ROM version on this Palm doesn't support this application. Mobile Portfolio Tracker is not going to run on this Palm. It needs a Palm Professional or later. The proxy host and port fields cannot be blank if a proxy is to be used. This error comes from the preferences screen when "Use Proxy" is checked, but either the proxy host name or port fields are blank. Return to preferences and either uncheck "Use Proxy" or supply the missing data. The stock price is not being updated during hotsync. Please check your PC hotsync log for details. To view your hotsync dialog, right-click over the hotsync icon at the bottom right of the screen and select "View Log". Update Problems Problems updating stock prices can produce the following errors. The problems will be displayed in your hotsync dialog. To view your hotsync dialog, right-click over the hotsync icon at the bottom right of the screen and select "View Log". Symbol not found. The exchange symbol for the security was not known to the quote server. Look up the correct symbol at http://finance.yahoo.com/, edit the security, and try again. Server error. There was some problem with the quote server. This is most likely temporary and it may go away in a little while. If you are using a proxy server, there may be a problem with either the server or the setup. Check with your systems administrator. Connection error. Portfolio Tracker was not able to connect to the quote server. This could be a transient network or server problem. If you are using a wireless connection, you might be outside coverage. It could also be a problem with the setup of the network or modem preferences on the handheld. Data error. There was a problem with the data coming back from the server. If this persists, contact MGS support at support@mobilegeneration.com Net Library Error. There was a problem with opening the network library on the handheld. Check the network preferences on the handheld. Not Downloaded. This indicates that a quote has not been downloaded for the security. Select the security and Update-Selected from the main menu. Look up error for host. We were unable to find the proxy host or quote server. If you are using a proxy server, it indicates the proxy host name is incorrect. It may also be a transient problem or a problem with the network preferences on the handheld (particularly the DNS server in the Advanced options). Conduit does not run and does not appear in the "Customize" list. Check the version of the Palm Desktop running ("About" in the menu obtained by clicking right on the HotSync icon in the system tray). Portfolio Tracker requires version 3.0, which can be downloaded for free from http://www.palm.com/custsupp/downloads Unable to read securities database header. Sync aborted. There is a problem reading the database containing the portfolio. Either the database on the handheld has been corrupted or there was a problem with the HotSync connection. Securities data on handheld is version <a number>, version <a number> is current. The database on the handheld is a different version than that supported by this conduit. Update the conduit or the database. Unable to write securities database header. Sync aborted. There is a problem writing the database containing the portfolio back to the handheld. Most likely a problem with the HotSync connection. Try again. If it persists, please see the MPT customer support FAQ at www.mobilegeneration.com/custsupp for more information. Open of portfolio database for read failed. The conduit was unable to open the portfolio database on the handheld. This is most commonly caused by installing the application, but not running it before doing another HotSync. Run MPT on the handheld, the database is created the first time it is run. Read of record <a number> failed, code <a number>. The conduit was unable to read a security out of the portfolio database. Most likely a problem with the HotSync connection. Try again. If it persists, please see the MPT customer support FAQ at www.mobilegeneration.com/custsupp for more information. Database close failed, code <a number>. There was a problem closing the portfolio database on the handheld. Most likely a problem with the HotSync connection. Try again. If it persists, please see the MPT customer support FAQ at www.mobilegeneration.com/custsupp for more information. Open of database for write failed, code <a number>. The conduit was unable to open the portfolio database on the handheld. This is most commonly caused by installing the application, but not running it before doing another HotSync. Run Portfolio Tracker on the handheld, add a stock or index, then ee-sync. Database purge failed, sync aborted. There was a problem with emptying the handheld database prior to writing updated securities to it. Most likely a problem with the HotSync connection. If it persists, please see the MPT customer support FAQ at www.mobilegeneration.com/custsupp for more information. Write of record <a number> failed, code <a number>. The conduit was unable to write a security to the portfolio database. Most likely a problem with the HotSync connection. Try again. If it persists, please see the MPT customer support FAQ at www.mobilegeneration.com/custsupp for more information. Database close from write failed, code <a number>. The conduit was unable to close the portfolio database after writing the records back to it. Most likely a problem with the HotSync connection. If it persists, please see the MPT customer support FAQ at www.mobilegeneration.com/custsupp for more information. Error <a number> starting Winsock. There was an error starting the Windows TCP/IP. TCP/IP may not be installed on the machine. System has Winsock version <a number>, 1.1 or greater is required. The PC has a old version of TCP/IP installed. Update the windows software to Windows 95, 98, or NT. Unable to open backup file: <filename>. Sync failed. The conduit could not create the backup file. The disc or directory may be write protected. The disc may be full or the directory might not exist. Portfolio Tracker -- Error
reply from server, code 407. This will occur when using a proxy server
that requires a login and authentication. Currently, Portfolio Tracker
does support authentication servers but it is not fully tested. Please
see the MPT customer support FAQ at www.mobilegeneration.com/custsupp
for more information. Support Version 1.0 - The first public release of Mobile Portfolio Tracker from Mobile Generation Software You can purchase Portfolio Tracker for $14.95 to receive a registration code which will "unlock" the application and remove the "bug me" screen altogether. As long as you are using the latest version of Mobile Portfolio Tracker, you will not need to install any new software and you will be able to keep all the data you entered into the trial version of MPT. As always, Mobile Generation Software will supply you with free upgrades to each of the MGS products that you register. When you purchase, you will be required to enter your Palm Computing Platform User Name or PalmOS User Name. You can retrieve your registration code by pressing the soft hotsync application button and reading username at the top right of the screen. You registration code will be derived from this name and emailed to you. You will then need to enter the code by pressing the 'Register' button at at the Mobile Portfolio Tracker registration bug screen. Where to Purchase MPTOnline purchasing of Mobile Portfolio Tracker is available through our MGS Store accessible from the MGS site at www.mobilegeneration.com for $14.95. You can also purchase Mobile Portfolio Tracker over the phone through PalmGear at 1-800-741-9070 License Mobile Portfolio Tracker v1.0 Copyright (C) 1999-2000 Mobile Generation Software All Rights Reserved For registration procedure information, see the Purchasing/Registering section License Agreement You should carefully read the following terms and conditions before using this software. Unless you have a different license agreement signed by Mobile Generation Software, your use of this software indicates your acceptance of this license agreement and warranty. Governing Law
This agreement shall be governed by the laws of the State of Colorado Disclaimer of Warranty
THIS SOFTWARE AND THE ACCOMPANYING FILES ARE SOLD "AS IS" AND WITHOUT WARRANTIES AS TO PERFORMANCE OR MERCHANTABILITY OR ANY OTHER WARRANTIES WHETHER EXPRESSED OR IMPLIED. Because of the various hardware and software environments in which Mobile Portfolio Tracker may be utilized, NO WARRANTY OF FITNESS FOR A PARTICULAR PURPOSE IS OFFERED. Good data processing procedure dictates that any program be thoroughly tested with non-critical data before relying on it. The user must assume the entire risk of using the program. ANY LIABILITY OF THE SELLER WILL BE LIMITED EXCLUSIVELY TO PRODUCT REPLACEMENT OR REFUND OF PURCHASE PRICE. The information provided
by Mobile Portfolio Tracker should not be used for trading purposes without
confirmation from independent sources. Due to the nature of the network,
wireless connections, and information sources, it is impossible to ensure
the accuracy, reliability, or timeliness of the data. Mobile Generation
Inc. cannot liable for damages of any kind arising from the use of this
software. If this is not acceptable, please return the software
for a full refund. Evaluation and
Registration Mobile Portfolio Tracker is not free software. Subject to the terms below, you are hereby licensed to use this software for evaluation purposes for 30 days only. If you use this software after the 30 day evaluation period, a registration fee of $14.95 is required. Please see the Purchasing / Registration section for more information on registering Mobile Portfolio Tracker. When payment is received you will be sent a registration code which can be entered into the Mobile Portfolio Tracker registration page. This will "unlock" any locked functionality and remove any "bugme" screens from the application. Unregistered use of MobileDB after the 30 day evaluation period is in violation of U.S. and international copyright laws.
Mobile Portfolio Tracker utilizes registrations codes based on the PalmOS user name so there is no registered version of Mobile Portfolio Tracker. You are hereby licensed to make as many copies of the this software and documentation as you wish; give exact copies of the original version to anyone; and distribute the software and documentation in its unmodified form via electronic means. You may also "beam" this software to your any other Palm users. All the original documents and files must remain intact and unchanged. There is no charge for any of the above. You are specifically prohibited from charging, or requesting donations, for any such copies, however made; and from distributing the software and/or documentation with other products (commercial or otherwise) without prior written permission. Registered Version One license (or registration code) for Mobile Portfolio Tracker may only be used by a single person on one Palm Computing Platform Device. Since the registration code is derived from the PalmOS user name, a new registration code is required for each Palm Computing Platform device. Company InformationMobile Generation Software is a privately held company located in the Boulder, Colorado area. MGS was founded on the principle that the next generation of hardware and software will be the "Mobile Generation." Mobile Generation Software is committed to serving this new generation by becoming the industry leader for consumer handheld solutions. For more information on how Mobile Generation Software can provide cost-effective handheld solutions to you or your business, visit the Mobile Generation Software web site at www.mobilegeneration.com. For more information on Mobile Portfolio tracker for the PalmOS, please contact sales@mobilegeneration.com. Also check out Mobile Account Manager and MobileDB by Mobile Generation Software. Track all your account information for you credit cards, login ID's, Email ID's, Pin Numbers, Passwords, etc.. in your PalmOS device using Mobile Account Manager. Use MobileDB to convert any excel spreadsheet or other table data to be accessed on your Palm device. More information on MobileDB and Mobile Account Manager is available at: www.mobilegeneration.com. |
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