SAMPORT.DOC

     Sample  portfolio (samport.csd) is a spreadsheet  portfolio.  
It  has  been setup to run under the Calcstar shipped  with  most 
Kaypro's.  It is an excellent way to keep track of your portfolio 
gains  and  losses,  dividends,  annual  percentage  increase  or 
decrease of each stock, increase or decrease from purchase price, 
and many other features.   I do not take full credit for creating 
Samport.  Samport is a modification of the "Spreadsheet Portfolio 
Evaluator"  by Andrew T.  Williams as published in AAMI  Journal, 
1984.   I  have  rearranged  some of the  fields,  rewritten  the 
formulas for the Calcstar format, combined three tables into this 
two  table  arrangement  and added the "sold  "  portion  of  the 
spreadsheet.
     The  sheet  is  setup for 10 stocks to be entered  into  the 
portfolio.   If you have more or less simply copy or delete  rows 
in  the sheet.   In several cells "?n?" appears as a place holder 
because calcstar does not like to divide by zero.  When the sheet 
is  being  recalculated a value range error will come up  on  the 
screen.  It seems simplest to just push the space bar than to try 
to  eliminate all the space holders.   If any of you know how  to 
"fix" this inconvenience I would appreciate it if you would leave 
me a message on Datacom1.
     There  is  no  formula for the  column  "Anulized  Dividend" 
because  I could not convert the DOS formula and make it fit  the 
limited  space allowed for a calcstar formula.   Here is the  DOS 
formula: 
If(AA19>0,4*AA19,IF(Z19>0,4*Z19,IF(Y19>0,4*Y19,IFX19>0,4*X19,0)))).
This is another "problem" where I could use your help.
     In  the  lower  portion is the  area  called  "STOCKS  SOLD: 
ADJUSTED  FOR SEL COMISSION".   When a stock is sold it is copied 
from the upper table into this lower table and provides a  record 
of that transaction.   I found it helpful to subtract any selling 
commissions  from the "Curent Price" column before  recalculating 
these rows.  These results are a more accurate view of net gains.
     There are several words that appear misspelled in the sheet.  
That  was  done  so as not to make any of the fields  wider  than 
necessary.
     Samport will not fit on one side of an 8x11 sheet of  paper.  
It  will  fit on both sides of an 8x11 sheet turned sideways  and 
printed at 15 characters per inch and 160 characters wide.  Print 
in segmants of A1-S27 and U1-AJ27.
     I  hope  this  spreadsheet  is useful to  you  and  I  would 
appreciate any comments you have concerning it.

Bob Gordon