An update as to what I've done so far.
1) Revised the bare bones template that I found in the archive to better suit my needs. That template used an AIM program to run one stock. Since I was basing my AIM on stock value, I took out everything having to do with share pricing and redid the formulas to use share value. No need for minimum # of shares for buying or sales. I went with a minimum transaction value of $200. Those changes did a lot to reduce the data heavy visual aspect.
2) Like the implementation of the split safe so I went with Buy - 5 and Sell 10.
3) I'm using the following CEF funds, ADX, ASG, and USA. I already owned quite a bit of USA and a little ASG. USA is down about 11% in price and ASG -29%. Bought some ADX on Friday to start with. For starting stock value I'm using my original cost for USA and ASG. Fridays purchase cost for ADX. Going with 35% cash to start until I see how things go. Put that amount of cash in two preferred shares previously selected. Entered what I call the original stock value and cash quantities on the first line. I then entered the current stock value on the second line and AIM wanted to purchase $1400 worth because of the decline in value of USA and ASG from my original purchase. I divided up the $1400 between the 3 stocks. The ADX was up a little but I want to build that position some. Allocated 30% to ADX, 40% to ASG and 30% to USA.
4) My next run of the AIM program will be closing prices on 1/31 and then monthly thereafter. I filled in some numbers in stock value just to check and it looks like AIM will want to sell initially at about +15% increase in stock value and buy at about -20%. I'll see how it goes after running it and see if any changes are necessary.
