
TRX Version 4.0 for Windows 95/98 (Unregistered) Notes

Installation
Do not uninstall TRX v2.xx before installing this version, or you will lose
all your data.  To be safe, install TRX v4.0 as follows:
1) Start your previous version and backup your data to a floppy disk.
2) Uninstall the previous version.  If the previous version was v2.xx,
   this will delete all the data files associated with the program as
   well as the program, so be sure to back up the data.  If it is v3.xx,
   only the programs will be deleted, but to be safe, back up the data.
3) Install TRX v4.0 by running the setup utility.  First, unzip the
   archive by using a pkzip-compatible compression program, then
   using Windows Explorer find the setup.exe program and start it by
   double clicking on it.
4) Use the File|Restore Data command to restore the backed up data if
   needed.
5) If you encounter problems, see the trouble shooting section below.

Features
TRX is a portfolio management, investment tracking and optimization program
designed for the individual investor.  It allows you to manage multiple
investment and cash accounts and many different assets.  Some of the features
of this program are:

 Internet download of daily and historical price data
 Internet download of earnings and dividend data
 Direct access to Internet news and research data
 Find symbol, valuation, company profile and Internet search
 Add your own URLs with company symbol and name variables
 New wizards guide you through tax accounting for spinoffs & exchanges
 Flexibility to make tax basis adjustments for spinoffs, gifts, etc.
 All popular tax basis methods are supported
 Comprehensive performance summaries include after-tax return
 See comprehensive performance summaries of accounts and individual assets
 Display reports in MS Word and Edit data in MS Excel
 Full multi-disk backup support
 Imports and exports data in standard formats, including qif, csv, txt files
 Full capability to copy data, reports and graphs to Windows clipboard
 Provides portfolio income and earnings estimates, along with overall PE ratios
 Provides comprehensive taxable income summary
 Search utility allows you to create lists of transactions matching specified critieria
 Supports asset allocation through four asset classifications
 Comprehensive, context-sensitive online help system
 Graphs asset prices, portfolio values and asset allocation
 Virtually unlimited number of securities and accounts supported

What's New in v4.0
 Add your own URLs with security symbol and name variables to display your
 favorite Internet sites for a selected security with a single click

 New Wizards to guide you in entering data for tax-free stock exchanges and
 spinoffs

 New ability to adjust not only tax basis cost of investments, but acquisition
 date to account for gifts, exchanges, spinoffs and similar changes.
 
 New price arithmetic capability, so you can modify past stock prices by
 multiplying by a constant

 Improved security list display with price change displayed

What's New in v3.5
 Internet download capability is now available to retrieve stock
 and mutual fund prices, trading volumes, highs, lows, earnings,
 and dividend data.  You can also retrieve historical price data.

 Automation Controller capability allows you to display reports and
 data in either MS Word or MS Excel if you have these programs on your
 computer.

 Display Internet news and research data on securities.

 Support for European date and number formats.

 More flexibility to generate reports using groups of accounts.


Hardware Requirements
TRX  requires a PC running Windows 95 or higher, a VGA or better graphics
adaptor, and a mouse.

How to Start the Program
Start the program by double clicking on the TRX for Windows icon.  Once  
started, you can get help on using the program by clicking the Help menu 
item.  The program also has context-sensitive help that displays help on the 
topic you are using.  If you want help on a particular menu command, just 
highlight the command and press the F1 key.

Using the Sample Data
The program comes with an extensive set of sample data which will be installed
automatically when you install the program.  To access the sample data, check
the Default | Use Sample Data menu item.  (It's found under the Default
menu item.)  When you're finished with the sample data, you can uncheck
the Use Sample Data menu item to return to your real data.

The first time you use the program, you may wish to set some of the default
menu items.  Most of the graph and report configurations are set using the
Default menu item commands.  A suggestion for best viewing the sample data
is to use the following settings:

Date - Use the current date and check all 3 boxes.
Date Format - either one is fine.
Report Dates - 12/31/97 and current date, and check the box.
Plot Dates - 1/1/94 and current date, and check the box.
Tax Rates - 28, 20, and 28 are current marginal FEDERAL tax rates.  You
  may wish to add your effective marginal state tax rates to these.
Plot Min/Max - Any values in boxes, and uncheck the checkbox.
Plot Interval - 7 days.
Export Format - either value.
Import Format - You'll need to set this according the source of your
  price data.  See the online help for this by pressing the F1 key while
  this window is open.
Include Checking Accts - Uncheck this.
Use Volumes - Check this.
Use Sample Data - Check this to use the sample data provided.
Cap Gain Holding Period - Use 18 months, the current value.
Graph Options - Use the dates 1/1/94 and the current date, check all the
  boxes, and use 120 day average.

Using the Word Templates
Three MS Word 8.0 template files - alloc.dot, portfol.dot, and summary.dot -
can be used to format reports generated in TRX and copied to the Windows
clipboard.  After installing the program, copy the template files to the
MS Word template directory.  Then, just copy the corresponding TRX report to
the clipboard and in MS Word open the appropriate template file and paste the
data from the clipboard.  You can create your own templates as well.

You can also use TRX Automation Controller capabilities to directly access
either MS Word or MS Excel and display data in either of these programs
directly.

Registering the program
Use the Help|Order command to generate an order form.  Fill it out and
mail it along with the registration fee as indicated on the form.  If
you provide an email address the registration code will be sent by
email.  Once you receive the code, enter it using the Help|Register
command.

Uninstalling the program
In Windows 95 click the My Computer icon on your desktop.  Next click the
Control Panel icon, and finally the Add/Remove Programs Icon.  Locate the
listing for TRX for Windows 32-bit and highlight it.  Finally, click the
Add/Remove button to begin removing the program.  The uninstall will remove
the program and associated files, the sample data, but not any real data
you have created.

Bug Fixes
3/7/98 - Fixed bug that caused general protection faults when displaying
total worth values or graphs with the Default Include Checking Accts box
checked.

3/21/98 - Fixed bug causing incomplete backup of data when backup was to a
fixed disk rather than a floppy disk.

3/21/98 - Fixed bug that caused errors on restoring data in certain
situations.

5/17/98 - Fixed bug that could cause an invalid transaction to be created
when the user opens the transaction update form and closes it without
entering any data.

5/23/98 - Fixed bug that on rare occasions caused a graph to be mislabeled.

6/7/98  - Fixed bug that caused error message when a purchase was altered.

6/12/98 - Fixed bug in portfolio window that allowed cash asset to be
altered.

8/14/98 - Fixed bug that in rare cases caused an error message when attempting
to display or plot asset prices.

8/20/98 - Fixed bug that caused access violations on exporting reports.

10/25/98 - Fixed bug that caused transaction editor to open the wrong
transaction when started from the activity view of the portfolio view.

2/6/99 - Fixed several bugs in the QIF file import and export.

3/20/99 - Fixed bug in graph when use default plot date box is not checked.

Trouble Shooting

- EInOutError -
If you have used TRX v2.xx and have deleted the directories where the
program and data were located but did not use the uninstall program,
you may cause an error in TRX v3.5 on starting the program.  The program
will generate an error message about an EInOutError.  To correct this,
open a DOS window and using the DOS edit routine, edit the file trx.ini.
If you prefer, start Notepad and edit the file c:\windows\trx.ini.  Then
delete the lines beginning with...

trxpath=.....
datapath=....
realdatapath=...
sampledatapath=...

Save the file, then restart TRX, and it should start normally.

- Index Errors -
If you get an error about indexes or an error having the name
EDBEngineError, then the likely cause is corruption of index
files.  You can fix this by manually erasing the index files.
To do this, using Windows Explorer and go to the directory
c:\Program Files\Advisex Software\TRX for Windows 32-bit\data.
Erase all files not ending with .DB.  If you have installed TRX v3.5
over TRX v2.xx, then your data will be in the original location, which,
unless you chose another location is c:\trxwin\data.  Restart TRX, and
it will generate new index files and should operate correctly.

Other Issues
Different screen drivers can cause the appearance of TRX to be different.
We have tried to eliminate problems this might cause to the extent we can.
However, if you have a problem with the appearance of the windows in the
program (buttons off the form, for example, or very lopsided-looking
forms with all the buttons on one side, or overlapping elements), let us
know by sending an email to the address below.

If you have any unresolved problems, please send an email describing the
problem to jgcrump@prodigy.net.

Comments
We always appreciate comments on our products from our customers.  Please 
feel free to send them either by mail to Advisex Software, 133 Oak Leaf 
Drive, Slidell, LA 70461,  or email at jgcrump@prodigy.net.
