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PortTrak 2.0 - Out of the Box, Initial Information PortTrak is going to immediately prompt you to make a backup copy of the program. Give it the filename that you would like to use for your file. PortTrak will save it as that, leaving the original copy we sent you intact in case something ever goes wrong with your working copy, or in case you want to have multiple portfolios running. Do not use the same name that we gave you for the file we sent you, since doing so will simply overwrite the old file. From time to time, it is recommended that you make backup copies of your work, in case something should go wrong either with the file or with your computer. The next bit of information that PortTrak will request from you is your initial investment. This is the amount of money that you have put into your portfolio to get it to where it is today. This will be the base amount from which future growth figures are computed. You may choose to use the values as of today, and track your growth going forward. Alternately, you might choose to use the amount of money you started with whenever it was you started, so that you can track growth until today. Finally, PortTrak is going to ask you for a per share value. This is an arbitrary number, so we recommend that you simply use $25.00 as your starting point. For a more in-depth discussion of the Value Per Share method of accounting for your returns, see the "Value Per Share" article in the "A Bit of Theory" part of the instructions. Back to Out of the Box
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