Introduction

PreferredShares is a sample STEP FORWARD applicaton for regular monitoring and valuation of preferred shares that helps selecting investment targets. See here:

Quick overview

(Note: for best results have STEP FORWARD sample database up and running when reading these notes. You will find it easier to follow when seeing the actual screens and trying the features yourself).

Preferred shares have attributes such as par value, interest rate, redemption date (if any), market price and trading volume. PreferredShares application tracks the market performance of preferred shares listed on TSX, reporting their current price and yield.

The following is a brief outline of some of the features, incorporated into PreferredShares, consisting of:

  1. Seven Global Templates, some of which links to others: Stock to Issuer, Market to Stock.
  2. Five Processes.
  3. Three User-defined functions, used in some of the Processes and Reports.
  4. Five Reports, some with the Drill-down to another report.
There is a collection of video-based tutorials that shows how the application was created, step by step, that you can watch to gain a better understanding of tools and features STEP FORWARD has to offer.

Introduction
Get going with STEP FORWARD: download, installation and setup.
Tutorial 1
Preface. How to use the ready-made application for building and managing the investment portfolio.
Tutorial 2
Creation of data templates and database tables. First glimpse at the visual programming concept. Data entry.
Tutorial 3
More on data templates. Linked fields. Complex templates with Master-Detail components. Redemption terms of preferred shatres, and how to formalize them in STEP FORWARD setup. More data entry.
Tutorial 4
Executable flowcharts. Visual programming of a flowchart as a LEGO model. Working with database tables. Process as a unit of programming in STEP FORWARD. Running process in the background..
Tutorial 5
Reporting. Print templates for page formatting. User-defined function flowcharts as building blocks.
Tutorial 6
Report flowcharts. Value lists to streamline parameter selection. Interaction with print templates and dynamic olor management.
Tutorial 7
Drawing line charts in the report. Cascading reports in drill-down.
Tutorial 8
Setting up common data. Procedure flowcharts to control the data input. Interaction with the user. Attaching report to button.
Tutorial 9
Monitoring the market. Sending e-mail alerts to users. Scheduling process for automatic execution. Portfolio valuation report.