ANNOUNCE: Xinvest 2.0.1 (2nd try)

ANNOUNCE: Xinvest 2.0.1 (2nd try)

Post by Mark Buse » Tue, 16 Jul 1996 04:00:00

Oops, forgot to tell you where to find it last time.  Let's try again!

[ xinvest2.0.1.announce 7K ]
                                                                July 15, 1996

This release (2.0.1) is a bug fix to release 2.0.  I've distributed this as a
full distribution instead of patch files due to the large number of files
that have been touched.  See "What's New" for whats changed.  

Let me know what you think.  If you use Xinvest, drop me some email

Where is Xinvest?
-- the source

-- Linux ELF statically linked binary

Xinvest requires Motif 1.2 or later, and XPM (also available at


What is Xinvest.

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, and/or
cumulative and moving averages of the above.  Plots are transaction based bar
or date based x-y charts.

View overall value weightings 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
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.


What's New 2.0.1
1. Bug Fixes
   a. Workaround realloc behavior on SunOS 4.x machines.
   b. Multiple warning dialogs of same error displayed from rate of return.
   c. Open account via file selection box causes "already open" error message.
   d. Saving to a read-only file prevented.
   e. Transaction dates with full year (ie 1995) now show up correctly when
      plotting by date.  Added date format error check.
   f. Transaction parser did not allow white space other than ' ' between the
      title directive and title text.
   g. Cycling accounts with last transactions in the same month and year, but
      different day did not update the highlighted day on the calendar.

2. Supported Hosts
   Xinvest should now build fine on FreeBSD 2.x and SunOS 4.x.

3. New Features
   a. Had to add at least something, so now there is an optional grid that can
      be overlaid over the graph area. <Ctrl>G toggles between grid on and off.
   b. The barest of session management supported.  No saved info yet, but
      Xinvest will cheerfully talk to the session manager now :).  
      See "man xsm", if you have X11R6.1.  My guess is this will work with the
      recently announced CDE 2.x snapshot session management.


Linux statically linked binary
A linux binary is available in xinvest2.0.1linux.tar.gz.  This is an ELF, XFree
3.1 compatible binary.

Since there have been relatively few requests for an a.out Linux statically
linked binary I'm making this a low priority item (sorry).  Of course an ELF
version will continue to be made available.

Known difficulties by machine/OS.
1. Unixware 1.1.2, 2.0.2 - compile with -K PIC or don't use -O with the
   native compiler (Xinvest 1.0 or 1.1; not sure of 2.x).

2. SunOS 4.x users should use Sun's acc, GNU gcc, or another ANSI compliant

To build Xinvest.
Xinvest requires Motif 1.2 (or later) and XPM (available along with Xinvest at

I've built Xinvest successfully on the following platforms: HPUX, Solaris 2.x,
and Linux.  Xinvest is known to build on Unixware, NeXTStep, AIX, and
SunOS 4.x systems.  

If you have imake.
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.  That should do it.

2. xmkmf; make Makefile; make depend; make; make install.  You may need to
   be root to do the installation.

If you don't have imake.
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.  Copy to your app-default area (usually /usr/lib/X11/app-defaults)
   and Xinvest to your bin area (usually /usr/bin/X11).

To test Xinvest.

-1. Xinvest now sets all X resources with fallback resources.  It is no
   longer necessary to use or install the provided file.  Feel
   free to copy this into your .Xdefaults file to make personal changes.

0. "setenv XUSERFILESEARCHPATH=./" to have X find your default file or,
   "xrdb -merge", or just copy into your .Xdefaults

1. Load up the data files provided in the sample directory.  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.  

Questions?  For build problems, ask a local knowledgeable person, they will
            know your system better than I will.  If all else fails or for

Here are a few ideas I'm kicking around.  If you have an idea don't be shy,
let me know!

1. Modify show points to show only buys, or sells, or divs, etc.
2. Portfolio return as well as account.
3. Graphing the price of multiple accounts simultaneously (say your mutual
   fund versus the S&P 500).
4. A transaction editor dialog.
5. More Motif 2.0 features like the container widget for transactions and
   portfolio hierarchy.
6. Plot running return (return at each transaction).
7. Session management.  Windows has had this for a long time, now its our
   turn.  Ask your vendor for X11R6.1 for this alone.