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SA+PR - Stock Analysis + Portfolio Review™
for Macintosh, Windows & Linux
Mac OS 8.6 Mac OS 9  Mac OS X Windows Linux
Made with REALbasic

SASS Icon SA+PR- Support/Links

Customer Support is available at:
intuitecsw@aol.com

Free Demo vs. Registered version of SA+PR

Adding a SA+PR Registration Number unlocks the full features of the program, making Download, Get, Save, Print and the built in Help fully functional. And, by purchasing a SA+PR Registration Number, you gain access to the comprehensive Help manual, and are eligible to receive unlimited e-mail support.

The Free 15 day Demo of SA+PR always presents the Registration dialog box upon launch of the program.
In Demo mode you are allowed unlimited use of the program for 15 days, but Download, Get, Save, Print and the built in Help are disabled. After the 15 day trial period has passed, the program will no longer function without a Registration Number.
Registration Window

If you have ordered and received your personalized Registration Number, enter your Name and Registration Number into the appropriate fields of the SA+PR Registration dialog box, and click on the Register button. Once done, the SA+PR Registration dialog box no longer appears, and you have a FULL functioning FULL features version of SA+PR.
CONTEXT SENSITIVE HELP:
On Mac Classic, context sensitive balloon help is implemented. It is turned on/off via the Show/Hide Balloons under the Help menu. On Mac OS X and Windows, tag help is implemented..

BUILT-IN SA+PR HELP GUIDE:
Registered versions of SA+PR also possess an html style built in help system, accessed via SA+PR Help Guide, under the Help menu. For the built in html based SA+PR Help Guide to work, the SA+PR Help folder must be located at the same level as the SA+PR program itself. Note that the built in help system is not implemented on Linux. Linux (and Mac and Windows) users can refer to the PDF based version of SA+PR Help, which is identical to the built in html version. NOTE that access to the full help guides are provided only when a user Purchases a Registration number.  If you are evaluating SA+PR, refer to the SA+PR Minihelp document, or the Balloon Help.

SAPRPortfolio.rbd

For the Portfolio Review module to work, the file named "SAPRPortfolio.rbd" must reside in the same folder (and at the same level) as the SA+PR program itself. It must not be renamed.
IMPORTANT NOTE
******************
If you have input information into the Portfolio Review portion of SA+PR, then prior to replacing the previous version of the program, set aside the file named "SAPRPortfolio.rbd". This is where the portfolio data you have input resides. After downloading the new version of the program, replace the newly downloaded file named "SAPRPortfolio.rbd" with the one you have set aside.

IMAGE TAGS:
If you are viewing the help file from within the SA+PR program, to view embedded graphic images, click on the image tag. The image will be displayed. Then click on the left arrow navigation tool to return to the help guide section you were previously viewing.

WINDOWS:
If the title, labels and headings are truncated, go to Control Panels, select Appearance & Themes, select Change the Computer's Theme, and under Themes select Windows Classic.

LINUX:
If the program is not seen as an executable, try changing the file's permission:
 - select the file
 - right click & choose the "Properties" option
 - choose the "Permission" tab
 - select the "execute" options for the file.
The REALBasic developers specify the following requirements for Linux Compiled Applications:
 - x86-based Linux distributions with GTK+ 2.0 (or higher),
 - glibc-2.3 (or higher),
 - CUPS (Common UNIX Printing System) and
 - libstdc++.so.5
 - libgnomeprint 2.2
 - Printing allowed to Postscript printers only.
Officially Supported Platforms:
 - SUSE Linux Enterprise Desktop
 - Red Hat Desktop
Linux Hardware Requirements:
 - Minimum of 256 MB of available RAM, 512 MB recommended
 - Minimum 1 GHz Processor, 1.5 GHz recommended.

COLORS:
GREEN cells indicate areas of REQUIRED information input, and are user editable
WHITE cells indicate areas of OPTIONAL information input, and are user editable
YELLOW cells indicate CALCULATED fields, and are not user editable.

DATES:
In order for SA+PR to carry out internal date calculations,
-Ensure that your computer's current date (today's date) is set correctly
-Ensure that your computer's long date is set to DDDD, MMMM dd, YYYY (eg., Thursday, January 12, 1992) 

PROBLEMS:
If you run into problems, or you aren't sure about something while using SA+PR, first try looking at the Balloon Help. If that isn't enough, please refer to the following sections of the built in SA+PR Help guide:
-Getting Started - is a Quick Start guide that will step you through the overall use of  the program,
-Menu Items - describe each of the menu items in detail,
-Tab Panels - contain a comprehensive description of all of the Tab Panel contents.

MORE FUNDAMENTALS:
For additional Fundamental Stock Analysis measures, that are not part of the SA+PR program, but that you may find useful in evaluating whether a particular company is one in which you might consider investing, see the SA+PR Help guide section entitled More Fundamentals.

GLOSSARY OF TERMS:
Not sure of what a specific financial term might mean? The SA+PR Help guide has a section titled Glossary of Terms, which has also been developed as a useful reference for terms used in the manual and the SA+PR program, as well as other financial terms you might run across.

STILL HAVE PROBLEMS?
If none of the above helps solve your problem, then registered customers are encouraged to e-mail queries to Customer Support at:
intuitecsw@aol.com
Please provide your Registration Name and Serial Number at the end of your e-mail. Free Technical Support is available only to Registered Users.


Finding Financial Data

There are two methods in which to get financial data into SA+PR.

The first and fastest method to get financial data into SA+PR is to import existing data that is in .ssg format.
  • v1.6.0 gained the ability to Screen for stocks that display Value, Growth, Income or Quality. SA+PR can perform 10 categories of Fundamental Stock Screens.  Screen for Small to Large Cap companies that are Fast Growing but Low Priced. Screen for High Yielding companies listed in the DJIA or S&P. Screen for Profitable but Undervalued companies. Screen for companies that represent good Value. Screen for GARP companies. Or avoid the crowd and perform a Contrarian screen.
  • v1.4.0 gained the ability to retrieve financial data for USA and Canadian public companies from the internet. SA+PR is the ONLY program of its kind with this ability! Retrieved data can be saved in standard .ssg file format. Also retrieve stock symbols for public companies in 12 countries (Australia, Belgium, Canada, France, Italy, Germany, Great Britain, Japan, Netherlands, Spain, Sweden & USA). Information is from  MSN's moneycentral.msn.com.  No membership or subscription fees are required.  Requires that your computer have access to the Internet (cable or DSL connection preferred).
  • Another source of .ssg file data is from investment clubs. Educational and informational, they are a great way to learn time tested investing methods. Members can gain access to books, magazines and a myriad of services, including access to .ssg files for use in SA+PR. Membership and/or subscription fees typically apply. Check out these links to obtain more information, and see whether you feel they may benefit you:
    National Association of Investors Corporation, NAIC,
    Canadian Shareowners Association, CSA,
    World Federation of Investors, WFIC.
  • v1.2.0 gained the ability to download .ssg files directly from the NAIC's www.BetterInvesting.org web site, via a user's site registered membership number and password. You must be an NAIC member and subscriber to the Better Investing S&P data service. Membership and/or subscription fees typically apply. Requires that your computer have access to the Internet.
The second method to get financial data into SA+PR is to input it by hand. Unlike what you might think, it is a fairly painless process. The required fields of data have a light green background, so it is easy to identify the minimum amount of data. The Tab key takes you from one cell to the next, and the cells themselves have filters which allow only numeric input into numeric fields. The historical data needed by SA+PR to carry out its analysis can be obtained from the following locations:
Annual Reports A company's annual report usually (but not always) contains sufficient information for the SA+PR analysis, but the information is not presented in a standard format, and changes from one company to the next.
Value Line Stock Reports Value Line Stock Reports have all the necessary information in an easily accessible form. You can subscribe to receive the information or obtain copies from most libraries.
S&P Stock Reports Standard and Poor's Stock Reports have all the necessary information in an easily accessible form. You can subscribe to receive the information or obtain copies from most libraries.
WWW A tremendous amount of financial information is available from a variety of sources on the web. It just may not be all in one place, but search and likely you shall find.
Mac OS 8.6 Mac OS 9  Mac OS X Windows Linux

NOTE: Intuitec Software Inc. is in no way affiliated with the NAIC, the CSA, the WFIC, S&P or Value Line, nor does the mention of the NAIC, the CSA, the WFIC, S&P or Value Line indicate an endorsement of SA+PR by the NAIC, the CSA, the WFIC, S&P or Value Line.

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