by
My apologies for the bogus address, the Usenet generated junk email is
getting out of control.
[
xinvest-2.3.announce 8K ]
Jan 14, 1997
Announcing the release of Xinvest 2.3.
Check out the new Xinvest home page at http://sunsite.auc.dk/xinvest/. Here
you can find the latest source and Linux binary along with other helpful
information on using Xinvest.
See "What's New" below or the CHANGES file for what's changed. See the TODO
file for what's coming up.
Primary Site -> http://sunsite.auc.dk/xinvest/
Alternate site
Source -> ftp://ftp.x.org/contrib/applications/xinvest-2.3.tar.gz
Linux Binary -> ftp://ftp.x.org/contrib/applications/xinvest-2.3.bin.tar.gz
The XPM library -> ftp://ftp.x.org/contrib/libraries
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What is Xinvest?
----------------
Xinvest is a personal finance tracking and performance tool for UNIX systems
using the X Window System. 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 the following UNIX systems: IBM AIX,
DEC Unix, FreeBSD, NeXTStep, SunOS 4.x, and Unixware.
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 2.3 Bug Fixes New Features To use session management your session manager must support either the X11 2. Added a ".." category to the asset manager category list box. Now you can 3. Changed the reinvest gain from an option to a transaction command. Now 4. Added a stock split transaction type. Hard to believe no one ever asked 5. Transaction files must be specified using a -f option on the command line ====================================================================== 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. 1. Download and uncompress the source archive. There are two ways to uncompress Xinvest will create it's own subdirectory named 'xinvest-VERSION'. Note that 2. cd to xinvest-VERSION. If you have imake. 4. xmkmf; make Makefile; make depend; make; make install. You may need to If you don't have imake. 4. Type make. 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.
===========================================================================
--------------
---------
1. Distribution moving averages in the plot tool were displayed incorrectly.
2. Loading a zero byte file caused a seg fault.
3. A couple of extra semicolons in the source caused a problem calculating
graph variable values. This only affected transactions with a load (fee)
specified.
4. Fixed a bug in IRR calculations. This only affected SELL transactions with a
load (fee) specified.
------------
1. Session management. Xinvest will now save its state on supported
configurations. Information saved includes the current working directory,
all open accounts, the last NAV entered for an account, each account in the
asset allocation tool, and the currently displayed account. The next time
Xinvest is started all of these attributes are restored (assuming your
window manager has session support).
R5 or R6 session management protocol. Examples of session managers supported
are CDE 1.x and xsm (which is distributed with R6, see man xsm). The only
added requirement is that you define SM_SAVE_DIR. If you don't, Xinvest
state files will clutter up your home directory. Under CDE 1.x, define
SM_SAVE_DIR as ~/.dt/sessions/current. Under X11R6, create a directory
somewhere for session files, and set SM_SAVE_DIR to this directory.
travel up a level as easily as going down. Modified display to show the
current level in the plot window.
you can add "reinvest [all,none]" to your transaction files to enable and
disable gain reinvestment. You can use this command more than once in a
transaction history, the value remains in effect until the next command that
changes it. The default with no reinvest command is "reinvest all".
for this; makes me wonder if anyone's out there :) The format is
"date split price major:minor", where date is the usual transaction format
date, price is the new closing price, and major and minor are integers in
the range 1 to 255. The major number is the multiplicand, the minor the
divisor. A 2 for 1 split is "2:1", a 3 to 2 reverse split is "2:3".
now. This makes session management easier. You can have as many filenames
following a -f as you like. You can even use multiple -f's. As a result of
this, unknown option detection is now fixed.
----------------
Linux 2.0. Xinvest is known to build on AIX, DEC Unix, FreeBSD,
NeXTStep, SunOS 4.x, and Unixware systems.
---------------------------------
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.
-----------------
0. Go to the Xinvest home page (http://sunsite.auc.dk/xinvest/) to find a
source archive.
the archive:
a. If you have GNU tar: "tar -xvzf xinvest-VERSION.tar.gz"
or
b. "gunzip < xinvest-VERSION.tar.gz | tar -xvf -"
'VERSION' will be a number, such as 2.3.
3. Look over the Imakefile provided.
a. If you have XPM or Motif in non-standard places add the include
directories where the headers are found to INCLUDES.
b. Add the full path name of the XPM and Motif libraries to SYS_LIBRARIES.
c. If you want internationalized currency and have strfmon (man strfmon) then
add -DSTRFMON to DEFINES.
d. If you want a transparent icon add -DSHAPE to DEFINES.
be root to do the installation.
3. Copy Makefile.distrib to Makefile. Look over the provided Makefile. You're
kind of on your own here.
a. Set CFLAGS, INCLUDES, LIBS, and LIBDIR and the build should go well.
b. Add -DSTRFMON to CFLAGS if your environment supports the strfmon (man
strfmon) function call.
c. Add -DSHAPE to CFLAGS if you want a transparent icon. This will require
linking against libXext (already in LIBS in the Makefile).
----------------
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
=======================================================================