Motorola Timeport P930 Series User manual

Copyright Software Incubators 2000
StockBoss Interactive
For
Pagewriter 2000x/Timeport P930 Series
User’s Guide

StockBoss Interactive for PageWriter/Timeport User’s Guide
Copyright Software Incubators 2000
Table of Contents
1. Introduction .......................................................................................................4
1.1. Minimum Requirements ............................................................................4
1.2. Subscription Plan.......................................................................................4
1.3. Overview....................................................................................................4
2. Installation .........................................................................................................5
3. Enter Account Information ................................................................................5
4. Main Screen......................................................................................................6
5. Quote Portfolio ..................................................................................................7
6. Edit Portfolios....................................................................................................8
7. Request Stock Quotes....................................................................................10
8. Request Other Market Data............................................................................11
9. Setting Preferences ........................................................................................12
10. Charts ..........................................................................................................14
11. Sending Feedback ......................................................................................16
12. Requesting Subscription .............................................................................16
13. StockBoss Folder ........................................................................................19
14. P935 Compatibility ......................................................................................19
15. Troubleshooting Guide................................................................................20

StockBoss Interactive for PageWriter/Timeport User’s Guide
Page 3 of 20
STOCKBOSS LICENSE AGREEMENT
By installing, copying or using this software, you agree to be bound by the terms of this license
agreement: The software, services and documentation are offered "as is" and without warranties as
to performance, accuracy of information or merchantability or other warranties whether expressed or
implied. All information is presented for informational purposes only, and any related financial
transactions should be made only with additional and independent advice and confirmation.
Software Incubators, Inc. reserves the right to revise the software, services and
documentation at any time without obligation to notify any party of such revisions.
You may not reverse assemble, de-compile, reverse engineer or otherwise attempt to derive
source code (or the underlying ideas, algorithms, structure or organization) from the attached
software. Copyrights laws and international copyright treaties and other intellectual property laws
protect this software and documentation. The software and documentation may not be exported
to any party subject to U.S. export restrictions.
StockBoss is a trademark of Software Incubators, Inc. PageWriter and Timeport are a trademark
of Motorola Inc. Software, services, and client/data center protocols have been developed and
supplied by Software Incubators Inc.

StockBoss Interactive for PageWriter/Timeport User’s Guide
Page 4 of 20
1. Introduction
1.1. Minimum Requirements
1. PageWriter 2000x or Timeport 930/935 with Flex OS version 2.0.0.14 or later.
To check the version of FLEX OS on your unit, launch the "Customize" or
“Controls” application, and then select "About PageWriter". If your pager is
Flex OS version 1.0x we recommend installing our older version available at
www.stockboss.com/sbia_pw106.exe or upgrading your pager to Flex OS
version 2.X or higher.
2. At least 40 K bytes of open FLASH memory on your PageWriter/Timeport. To
check the free FLASH memory on your unit, launch the “Customize" or
“Controls” application, select "Memory Usage", and if necessary (depending
on version of FLEX OS), select the "Advanced" button.
3. FLEX PC Partner for your PC, version 2.0.0.14 or later. To check the version
of PC Partner, launch PC Partner, then select "Help" in the main menu bar,
and then select "About Partner".
1.2. Subscription Plan
When you first set up StockBoss on your PageWriter/Timeport, you will normally
be given a two-week free trial period. After this trial period, StockBoss services
are offered to subscribers for a monthly subscription fee. The current subscription
fee structure can be found at www.stockboss.com.
1.3. Overview
StockBoss is a powerful financial interactive application that utilizes the graphic
capabilities of the Motorola PageWriter 2000X and Timeport pagers to provide
the end user with access to their stock portfolio and market information. In
addition, StockBoss Interactive allows the user to visually graph historical stock
data directly on their pager in order to portray a complete market status.
Based upon the unit’s two-way communications capabilities, StockBoss provides
sophisticated navigation of financial data, plus allows for on-demand requests for
new financial information.

StockBoss Interactive for PageWriter/Timeport User’s Guide
Page 5 of 20
Users can access their stock portfolios directly from the pager, tracking history in
chart form, in addition to the receipt and request on demand of stock information.
Receipt of quotes and updates are available, customized to individual user
preferences, as well as the interactive option to request "on demand" specific
market information. StockBoss Interactive is an ideal financial resource for
mobile users of interactive pagers who track market performance during the
trading day. Moreover, StockBoss users have the unique option of modifying and
maintaining their stock portfolios directly from their pager, without ever having to
access the Internet. This convenience allows complete freedom and customized
use to meet the needs of the mobile investor.
2. Installation
Execute the install script sbia_pw.exe and follow the instructions on each
screen. If you are upgrading from a prior version be sure to remove the older
copy as instructed and reboot the pager.
IMPORTANT – Be sure to RESET your unit, both BEFORE and AFTER installing
StockBoss. To do so, use the "Power Off" application on your unit or hit the Alt-
Home keys, and then select any key to reboot the unit.
IMPORTANT – Wait for your pager to return to 2 way service mode before
starting the StockBoss application.
After successful installation the main application wheel or desktop will contain the
StockBoss item. To begin using StockBoss select this item.
3. Enter Account Information

StockBoss Interactive for PageWriter/Timeport User’s Guide
Page 6 of 20
The very first time the application is launched from the wheel, the main
StockBoss menu will contain only one item. In order to enable the rest of the
features, you must select the item from the list and proceed to the following
screen:
You must enter a valid first and last name. StockBoss reserves the right to
discontinue any account that does not contain a real name. Each name cannot
begin with a space. The Company, Phone and Home Email fields are optional.
The Home Email should be the address of a desktop email account (DO NOT
ENTER THE EMAIL OF THE PAGER) at either an office or home. StockBoss
will send a copy of messages as well as a Welcome message with the account
ID and password to this email address if the user so desires. See the
Preferences section for more information.
4. Main Screen

StockBoss Interactive for PageWriter/Timeport User’s Guide
Page 7 of 20
After account information has been entered, and each subsequent time the
application is launched, the full menu will appear.
5. Quote Portfolio
If this is the first time the application is run, it is recommended that you request a
Portfolio Update. If you already have a StockBoss account, then the Update
request will return the current prices and add all existing stocks to the portfolios
stored on the pager. If you do not yet have an account the pager will send
information to the StockBoss server that will enable a new trial account.
The “Go” button will place a message in the Read module outbox folder which is
addressed to the StockBoss servers. Wait for the portfolio update message to be
returned before proceeding. If you are creating a new trial account you will also
receive a welcome message with your account ID and password to the
StockBoss servers. If you are in an area of good coverage, this should normally
take 2 minutes or less.
Portfolio Updates may be requested at will, 24 hours a day.

StockBoss Interactive for PageWriter/Timeport User’s Guide
Page 8 of 20
6. Edit Portfolios
StockBoss supports four portfolios per account. Each portfolio may hold up to 75
stocks. To add or edit any of the four portfolios, select the Edit Portfolio option.
Next, select which portfolio to modify.
If there are no stocks listed in the selected portfolio the software will indicate that
the portfolio is empty. Tab to the menu bar and select the Add option to insert a
new ticker into the portfolio.

StockBoss Interactive for PageWriter/Timeport User’s Guide
Page 9 of 20
In the Add Ticker screen only the ticker symbol itself is required. All other items
are optional. Note: The format of the Purchase Date field is YYYY/MM/DD. Any
other format will not be properly understood by the software.
After entering the desired information, select the Save button. This will add the
information to the local portfolio list on the pager.
After adding one or more stocks the portfolio list will display the ticker, any
shares entered and the Added status. IN ORDER TO UPDATE THE SERVER,
THE SAVE OPTION MUST BE USED before returning to the main menu.
Each portfolio may hold up to 75 stocks or items at any given time. However, it is
recommended that only 10 stocks at a time should be added between saves to
ensure that the historical data returned is fully received, this is dependent upon
the pager carrier’s message size limit. Simply return to the Edit Portfolio screen
to add additional tickers to your portfolio(s) after a save.
To edit a ticker, using the Nav button to highlight the desired ticker (or hit the first
letter of the ticker symbol on the keyboard) and either hit the enter key, or tab to
the menu bar and select the Edit option.

StockBoss Interactive for PageWriter/Timeport User’s Guide
Page 10 of 20
The Edit screen appears similar to the Add Ticker screen, with the exception that
the ticker symbol cannot be modified. If any changes are made to the fields and
those are saved, the status for that ticker will now state ‘Changed’.
To delete a ticker, use the same procedure as above the select the ticker, then
tab to the menu bar and select the Delete option. The status will change to
Deleted, but the ticker is still listed. To Un-delete the ticker, again select the
ticker, tab to the menu bar and select the Delete option. The status will revert to
the blank, added, or changed status.
TO UPDATE THE SERVER after any additions, changes or deletions, select the
Save menu button.
7. Request Stock Quotes
To request stock quotes on specific tickers rather than on the entire portfolio, use
the Quote Stock… menu selection. Enter a list of tickers separated by spaces
into the entry box, tab to the menu bar and select Send. The list of tickers is
retained so that the next time the form is displayed the prior list of tickers will be
shown. To modify the list use the Nav button and backspace keys to delete any
undesired tickers or add others.