Master Investor (MI) Version 3.01 for Windows is a Portfolio 
Management and Technical Analysis program for individual investors, 
financial advisors and money managers.  

MI includes comprehensive portfolio management for up to 1000 
portfolios of stocks, bonds, options, mutual funds, cash accounts, other 
assets and liabilities.  MI's 20+ reports provide complete tracking of 
security transactions, capital gains, unrealized gains, interest, 
dividends, reinvestments, net worth, asset allocation, etc.  The custom 
report generator allows creation of reports based any one or more 
portfolios.  The ability to combine portfolios, such as all retirement 
(IRA, 401K, pension, etc.) portfolios, allows users to maintain the 
detailed records needed for tax purposes without loosing sight of the 
bottom line.

MI includes extensive charting capabilities for performing technical 
analysis.  Users can create price/volume charts with moving averages, 
stochastics, on-balance volume, relative strength index, MACD, trend 
analysis, ratio cantor and correlation analysis.  Other analyses include 
asset allocation, return-on-investment, return-on-value, portfolio IRR, 
and much more.

Charts and portfolios are easily updated.  Simply download 
price/volume data from a data provider and import the file to 
automatically update every chart and report.  MI can import quotes 
from over a dozen popular data sources including Yahoo, 
CompuServe, AOL and Prodigy.  MI also supports user defined import 
formats so new quote sources can easily be added.  Unlike other 
programs, MI doesn't lock users into a single data provider.

New in this version: 
1.	Support for 1997 changes to the United States capital gains tax 
	law was added allowing classification of capital gains into three 
	holding periods for long, mid and short term capital gains.  
2.	An option to select a default portfolio was added.  When a 
	default portfolio is selected, all new securities transactions are 
	automatically assigned to the default portfolio so that the user 
	does not need to select the portfolio for each transaction.  The 
	automatic assignment can be overridden by selecting a different 
	portfolio on the transaction screen.
3.	Full support was added for writing (short selling) covered or 
	naked call options.  

To Install:  run misetup.exe

Documentation:  Readme.Txt plus Online help.

For support contact author at: owlsoft@compuserve.com

Keywords:  master investor, mi, portfolio, investment, technical 
analysis, chart, stock, bonds, option, mutual fund, OWL, Otto-
Williams Ltd

Replaces file Mi231.*

For more information see file Vendinfo.diz
