For Use with the Franklin Electronic Publishers IC-111 Digital Book System F DIGITAL BOOK J FMAMJ J A SOND The Tradeline User's Manual Pocket Stock Guide License Agreement and Disclaimer READ THIS LICENSE AGREEMENT BEFORE USING THE DIGITAL BOOK. YOUR USE OF THE DIGITAL BOOK DEEMS THAT YOU ACCEPT THE TERMS OF THIS LICENSE. IF YOU DO NOT AGREE WITH THESE TERMS, YOU MAY RETURN THIS PACKAGE WITH PURCHASE RECEIPT TO THE DEALER FROM WHICH YOU PURCHASED THE DIGITAL BOOK AND YOUR PURCHASE PRICE WILL BE REFUNDED. DIGITAL BOOK means the software product and documentation found in this package and FRANKLIN means Franklin Electronic Publishers, Inc. LIMITED USE LICENSE All rights in the DIGITAL BOOK remain the property of FRANKLIN. Through your purchase, FRANKLIN grants you a personal and nonexclusive license to use the DIGITAL BOOK on a single FRANKLIN Digital Book System at a time. You may not make any copies of the DIGITAL BOOK or of the data stored therein, whether in electronic or print format. Such copying would be in violation of applicable copyright laws. Further, you may not modify, adapt, disassemble, decompile, translate, create derivative works of, or in any way reverse engineer the DIGITAL BOOK. You may not export or re-export, directly or indirectly, the DIGITAL BOOK without compliance with appropriate governmental regulations. The DIGITAL BOOK contains Franklin's confidential and propriety information which you agree to take adequate steps to protect from unauthorized disclosure or use. This license is effective until terminated. This license terminates immediately without notice from FRANKLIN if you fail to comply with any provision of this license. DISCLAIMER Tradeline is a product of IDD Information Services. IDD believes the information in this product to be accurate. IDD is not responsible for any inadvertent errors. IDD obtains information for inclusion in Tradeline from sources it considers reliable. However, IDD does not guarantee the accuracy or completeness of Tradeline or of any information contained in it. IDD makes no warranties, expressed or implied, as to results to be obtained from the use of Tradeline, and IDD makes no warranties of merchantability or fitness for a particular purpose. IDD shall have no liability for costs, profits, or consequential damages. Copyright © 1993 IDD Information Services. All rights reserved. No part of this digital book may be reproduced, stored in a retrieval system, or transcribed in any form or by any means, electronic, mechanical, photocopying, recording, or otherwise, without the prior written permission of IDD Information Services. 1 Contents Getting Started .............................................. 4 Install the Digital Book ............................. 5 Select the Stock Guide ............................. 6 Adjust the Contrast .................................. 7 Select a Search Method ........................... 8 Select Setup Options ................................ 9 Learn the Keys ......................................... 10 Finding Stock Data ...................................... 11 Stock Snapshots ...................................... 12 52 Week Price Charts .............................. 15 Market Comparison Charts ..................... 16 EZ ScreeningTM ........................................ 17 Reference ...................................................... 21 Glossary ................................................... 22 Digital Book System ................................ 25 Specifications .......................................... 29 Limited Warranty ..................................... 30 Index ......................................................... 31 2 Introduction The Tradeline® Pocket Stock Guide is a powerful financial reference covering almost 6,000 NYSE, American, and NASDAQ stocks. It also covers more than 120 leading market indices. For each stock or market index, you can see: · a "Stock Snapshot" of earnings per share, price/earnings ratio, and other fundamental data; · a second Stock Snapshot of 52 Week high and low prices, 1 and 5 percent price changes, and other pricing-related data; · a 52 Week Price Chart of closing prices, and; · a Market Comparison Chart versus the Standard & Poor's 500 Index. In addition, by using EZ ScreeningTM you can screen stocks by up to 15 investment criteria and see a customized stock list. This User's Manual shows you how. Follow its numbered instructions using the examples shown or using stocks and investment criteria that interest you. 3 Getting Started If you're using the Tradeline® Pocket Stock Guide for the first time, read this section. 4 Install the Digital Book You must install the Tradeline® Pocket Stock Guide before you can use it. 1. Turn the Digital Book System off. 2. Insert the digital book in a slot on the back. Line up its tabs with the notches in the slot. Then snap it in place. 3. Press ON/OFF . Protect Your Digital Books Never install a digital book while the Digital Book System is on. If you do, you may erase information that you entered in the other installed digital book. 5 Select the Stock Guide Once the Tradeline® Pocket Stock Guide is installed, here's how to start using it. 1. Press 2. Press CARD . to highlight Stock Guide . or 3. Press ENTER . This is the entry line. In the Stock Guide, you can always return to it by pressing CLEAR . Resuming Where You Left Off If the Digital Book System is turned off while you're using the Tradeline® Pocket Stock Guide, simply press ON/OFF to return to the previous screen. 6 Adjust the Contrast If the screen contrast is not to your liking, here's how to adjust it. 1. Turn the contrast wheel. contrast wheel 2. If the screen is still blank, check the batteries. See "Replacing the Batteries" in Reference. Help is Always at Hand To see a help message at any time, press HELP . To move down the help message, press or DN . To exit it, press BACK . 7 Select a Search Method At the Search menu, you can customize the entry line to search for company names, ticker symbols, or both. These are called Name Searches. 1. Press MENU . 2. Press 3. Press to highlight a search method. ENTER to select it. Which Search Method to Select Name lets you search by full or partial company names. If you enter a partial name, you see a list of stocks. Symbol lets you search by ticker symbols only. If you enter an incorrect ticker symbol, you see Not Found . Both , the default search method, lets you search by company names or ticker symbols. If you enter a partial name or an incorrect ticker symbol, you see a list of stocks. 8 Select Setup Options At the Setup menu, you can turn off the title display or change the automatic shutoff timing. The shutoff timing is how long the Digital Book System stays on when you forget to turn it off. 1. Press 2. Press MENU . to highlight Setup. To. . . Turn off the title Change the shutoff timing Press. . . ENTER Set Shutoff to highlight and press ENTER . Then highlight a time and press ENTER . CLEAR Press Reset default options + ON/OFF About Default Options The default Setup options are Title is on and 1 minute shutoff. 9 Learn the Keys Function Keys CLEAR MENU MORE LIST SPEC CARD BACK ENTER SPACE HELP Clear to the entry line. See menus. See more data about a stock. See a list of stocks. Use EZ ScreeningTM or Name Search. Exit the Stock Guide. Back up, or erase. Enter a stock, or see more data. In EZ ScreeningTM, select criteria. See a help message. Direction Keys Move the cursor. Scroll up or down. UP DN Page up or down. At stock data, go to the next or previous screen. UP + DN * At stock lists, go to the top or bottom. At stock data, go to the next or previous listed stock, if any. * Hold 10 while pressing the other key. Finding Stock Data Finding Stock Data This section shows how to find fundamental, pricingrelated, and other information about stocks. 11 Stock Snapshots By doing a Name Search, you can see Stock Snapshots of fundamental and pricing-related data for NYSE, AMEX, and NASDAQ common or preferred stocks, as well as for market indices. In this example, we'll look at Disney common stock. 1. Press CLEAR . 2. Type a company name or ticker symbol. To erase letters, press BACK . To edit letters, press and then type. To type numbers, press plus the numbered keys. 3. Press ENTER or MORE . The first Stock Snapshot shows fundamental data. 4. Press 12 ENTER or MORE . Stock Snapshots The second Snapshot shows pricing-related data. To. . . Return to the first Snapshot See the 52 Week Price Chart Press. . . BACK ENTER , MORE ,or read the next chapter If You Misspell a Name Or if you don't know a company name, type as many letters as you know and press ENTER . You see company names beginning with those letters. Press or Then press to highlight a company. ENTER . 13 DN Stock Snapshots A Quick Way to Search Just start typing a company name or ticker symbol at any Stock Snapshot or Chart. As you type, the entry line appears. Scanning the Entire Stock List To see a list of all stocks, press CLEAR LIST and then . To page up and down the list, press UP or DN . To go to the bottom or top, press plus UP or DN . To view a highlighted stock, press ENTER . Viewing the Next or Previous Stock At any Stock Snapshot or Chart, you can see the next listed stock by pressing plus DN . To see the previous stock, press plus UP . Understanding Investment Terms To see definitions of the terms and abbreviations in Stock Snapshots, press HELP at the appropriate screen. Or read the Glossary in this manual. 14 52 Week Price Charts You can see a 52 Week Price Chart for a stock or market index by pressing ENTER at its second Stock Snapshot. This example is for Disney stock. 1. At a second Stock Snapshot, press ENTER . To. . . Return to the second Snapshot See a Market Comparison Chart Press. . . UP or BACK ENTER , MORE ,or read the next chapter Seeing MORE Information Remember, when you're at a Stock Snapshot or Chart, you can press MORE rather than ENTER to see the next screen. At a stock list, you can press MORE to see the highlighted stock. 15 Market Comparison Charts Market Comparison Charts compare the performance of a stock or market index against the Standard & Poor's 500 Index. Stock performance is measured in percent change in price over 12 months. This example is for Disney. 1. At a 52 Week Price Chart, press ENTER . The dark line represents the stock. The light line represents the S&P 500 Index. The vertical axis is percent change in price. To. . . Go to next/previous listed stock, if any Go to the entry line Press. . . + ENTER DN or UP or CLEAR Backing Up Remember, when you're viewing a Stock Snapshot or Chart, you can press BACK or UP to see previous screens. 16 EZ ScreeningTM Using EZ ScreeningTM, you can screen stocks by up to 15 investment criteria and see a customized stock list. In this example, we'll find NYSE stocks with price/earning ratios greater than 200. 1. At the entry line, press SPEC . 2. Press . Then press SPACE to select K. NEW YORK You can select more than one exchange. To deselect exchanges, press or to highlight them and then press SPACE . 3. Press 4. Press 5. Press . O. to highlight P / E R A T I O . 17 EZ ScreeningTM 6. Type 2 0 0 as the low number. Simply press the numbered keys. To erase numbers, press BACK . 7. Press . Then press . You can select more criteria and type ranges just as you did the P/E Ratio. To deselect criteria, highlight them and press SPACE . 8. Press 9. Press 10. Press LIST to see a customized stock list. DN or ENTER to highlight a stock. to see its first Snapshot. DN To see the next stock, press plus To return to your stock list, press LIST 11. To exit EZ ScreeningTM, press or CLEAR . 18 SPEC . . EZ ScreeningTM Moving in EZ ScreeningTM The arrows in EZ ScreeningTM show which direction keys you can press to move around the screen. Finding Leading Market Indices In addition to individual stocks, you can find more than 120 market indices such as the Standard & Poor's 500 Index. To see a list of all market indices, select INDEX as the stock exchange in EZ Screen. Then press LIST . ingTM. Press To see a single index, enter its name or symbol at the entry line. For example, to see or the S&P 500 Index, enter S AND P 500 SPAL . Understanding Investment Criteria To see definitions of the investment criteria, press HELP when you're using EZ ScreeningTM. Or read the Glossary in this manual. 19 EZ ScreeningTM Starting Searches from Menus Rather than pressing CLEAR or SPEC , you can start searches using the menus. When you're doing a Name Search, press MENU Run EZ Screening" . Then press . to highlight Then press MENU ENTER . When you're using EZ ScreeningTM, press . Then press ENTER to start a Name Search. Then enter a company name or ticker symbol at the entry line. 20 Reference Refer ...