by [ xinvest-2.2.announce 8K ]
Nov 11, 1996
Announcing the release of Xinvest 2.2. This release contains bug fixes and
enhancements over the previous 2.1 release.
See "What's New" below or the CHANGES file for what's changed. See the TODO
file for what's coming up.
Xinvest requires Motif 1.2 or later and XPM. Xinvest is tested on the following
platforms: HPUX 9.05, Solaris 2.5 CDE, and Linux 2.0. Xinvest is known to
build on IBM AIX, DEC Unix, FreeBSD, NeXTStep, SunOS 4.x, and Unixware systems.
Source -> ftp://ftp.x.org/contrib/applications/xinvest-2.2.tar.gz
Linux Binary -> ftp://ftp.x.org/contrib/applications/xinvest-2.2.bin.tar.gz
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What is Xinvest?
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Xinvest is a personal finance tracking and performance tool.
With Xinvest you can:
Centralize record keeping by storing all transactions in account specific files.
Calculate total and annualized returns including the effects of buys, sells,
and dividends. This provides a means of comparing the results of all accounts
in a portfolio, be they CDs, bonds, mutual funds, or your checking account.
View various transaction parameters such as share price, shares per transaction,
transaction cost, transaction value (at current price), dividends, internal and
total return, and/or cumulative and moving averages of the above. Plots are
transaction based bar or date based x-y charts.
View overall value weightings (asset allocation) of accounts in a portfolio.
Specify categories, what percent of an account is in that category, and which
accounts are of interest and Xinvest will tell you the value and percentage of
all categories in the defined portfolio. Predefined is a account category to
view weighting of accounts in the total portfolio. Categories are
hierarchical, so you can zoom into the makeup of your portfolio. View in text
and pie chart form.
A Financial calculator with common equations is provided. Included are FV,
PV, FV of sum of payments, and periodic loan payments.
Hopefully, all of this is displayed using an easy-to-use, point-and-click What's New 2.2 Bug Fixes New Features 2. A reinvest gains option has been added. When on (default) dividends and *Xinvest _used_ to always assume that dividends and capital gains were 3. Fees (load) specified on transaction lines now effect the reported return 4. The total return display now reports the total debits and fees from 5. Drawing in the graph area has been "sharpened" up. Text and most other 6. Total return tool "last NAV" button. Resets the NAV calendar and calculator 7. There is now a README.CDE for CDE users. 8. Arbitrary selection of '.inv' as xinvest input file extension. This is for 9. The icon is now transparent (well part of it). Define -DSHAPE in the 10. There is now a busy cursor for large transaction files on slow machines. Building Xinvest Xinvest is tested on the following platforms: HPUX 9.05, Solaris 2.5 CDE, and Known difficulties by machine/OS. 2. SunOS 4.x users should use Sun's acc, GNU gcc, or another ANSI compliant To build Xinvest. If you have imake. 2. xmkmf; make Makefile; make depend; make; make install. You may need to If you don't have imake. 2. Copy Xinvest to your bin area (usually /usr/bin/X11). To test Xinvest. =======================================================================
interface. There are few command line switches, no dot files, and X resources
are limited to color and font selection allowing you to tailor the look of the
tool to your own preferences.
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1. Transaction parser would give "date out of order error" if transaction year
specified as 4 digits (eg. 1996).
2. Graph by date would give incorrect looking dates for grid lines. Now when
"show points" is on, the plot point is sized to show the entire pixel range
for a given date.
3. Moving average by date was incorrectly calculating which transactions were
in the moving average window. This has been wrong for a while, guess
nobody uses this?
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1. Total return and internal rate of return of the _entire portfolio_, yeah!
Portfolio here is defined as all open accounts. You get the same
information as you would for an individual account, except shares and
price have no meaning so are not displayed. There is a toggle
button in the total return tool for selecting portfolio or account return
calculations. The values used to calculate portfolio total returns are
the last values entered in the total return calendar and calculator for
each open account. The latest date of any open account is the end date
for portfolio calculations.
capital gains are assumed reinvested. When off they are assumed distributed
from the account on the date of the transaction. The result is that costs,
value, shares, and withdrawals from the account reflect whether you took or
reinvested gains. The total return and plot tools support this notion. The
portfolio tool still assumes all gains are reinvested. This option can be
used to see the effect of compounding on reinvested gains.
*reinvested. To distribute them you had to sell them. If you do that with
*reinvest gains off now, you'll end up subtracting them twice. If you take
*some distributions, but not others leave reinvest dividends on or you'll
*get the wrong results. Hopefully this will end up making transaction
*files simpler for those that either reinvest all, or none, of their gains.
*This may become an account command in the future so some accounts can have
*reinvest on, while others don't.
and plot variables. See the effect on your value, shares, cost, return, etc
in both the total return and plot tools. This can _not_ be toggled on and
off like reinvest gain; you either paid a fee or didn't. Feel free to
ask for this feature though.
an account. This includes fees, sales or dividends distributed (if
reinvest gains is off). Return display now sports nifty arrows for positive
or negative returns.
elements now have a more 3d appearance. Monochrome users don't get this
as it would look awful. This may also look a little off if your graph
foreground is black (it isn't by default).
to the last transaction in the history file for the currently displayed
account.
CDE users mainly. The sample files now all sport this extension. Xinvest
will still read any filename you like.
Makefile or Imakefile.
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Linux 2.0. Xinvest is known to build on AIX, DEC Unix, FreeBSD,
NeXTStep, SunOS 4.x, and Unixware systems.
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1. Unixware users should use gcc if possible. Unixware 2.1 users can use
the native compiler. You may also wish to define NEED_STRCASECMP in the
Imakefile or Makefile.distrib or link against libucb (-lucb).
compiler.
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1. Look over the Imakefile provided. If you have XPM or Motif in non-standard
places add the include directories where the headers are found to INCLUDES.
Also add the full path name of the libraries to SYS_LIBRARIES. If you
want internationalized currency and have strfmon (man strfmon) then add
STRFMON to DEFINES. If you want a transparent icon and you have libXext,
add SHAPE to DEFINES. That should do it.
be root to do the installation.
1. Look over the provided Makefile.distrib. You're kind of on your own here.
Set CFLAGS, INCLUDES, LIBS, and LIBDIR and the build should go well.
Define STRFMON if your environment supports the strfmon function call.
Define SHAPE if you want a transparent icon. This will require linking
against libXext.
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1. Load up the data files provided in the sample subdirectory. Try out all of
the functions. Don't forget to add one or more accounts in the portfolio
tool. These examples are very basic, more elaborate portfolio compositions
are certainly possible. Read the online help. This should explain the
use of anything that is not obvious.
Questions? For build problems, ask a local knowledgeable person, they will
know your system better than I will. If all else fails or for
questions or comments on Xinvest: bu...@micro.ti.com
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