The club has the discs for evaluation purposes. These discs have sample data displayed in several different ways to initiate the individual investor in the art of portfolio management. The investor enters stock information on an investment into a form, then saves this in a file.
Specific files form a portfolio.
The portfolio is simply a workspace saved with various display options. The next time the portfolio is called up the data is arranged as the investor prefers it. The name Fund Manager is somewhat of a misnomer - the portfolio handles individual stocks and bonds, including stocks not owned, and can even include a money market fund through use of the buy and sell commands to show deposits and withdrawals. An evaluation of a dollar per share is used for a money market. The investor can evaluate investments graphically or by numerical reports.