by
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?
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-- the source
ftp://ftp.x.org/contrib/applications/xinvest2.0.1src.tar.gz
-- Linux ELF statically linked binary
ftp://ftp.x.org/contrib/applications/xinvest2.0.1linux.tar.gz
Requirements.
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Xinvest requires Motif 1.2 or later, and XPM (also available at ftp.x.org).
==========================================================================
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, 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 2. Supported Hosts 3. New Features =========================================================================== Linux statically linked binary Since there have been relatively few requests for an a.out Linux statically Known difficulties by machine/OS. 2. SunOS 4.x users should use Sun's acc, GNU gcc, or another ANSI compliant To build Xinvest. I've built Xinvest successfully on the following platforms: HPUX, Solaris 2.x, If you have imake. 2. xmkmf; make Makefile; make depend; make; make install. You may need to If you don't have imake. To test Xinvest. -1. Xinvest now sets all X resources with fallback resources. It is no 0. "setenv XUSERFILESEARCHPATH=./%N.ad" to have X find your default file or, 1. Load up the data files provided in the sample directory. Try out all of Questions? For build problems, ask a local knowledgeable person, they will ======================================================================= 1. Modify show points to show only buys, or sells, or divs, etc.
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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.
Xinvest should now build fine on FreeBSD 2.x and SunOS 4.x.
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.
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A linux binary is available in xinvest2.0.1linux.tar.gz. This is an ELF, XFree
3.1 compatible binary.
linked binary I'm making this a low priority item (sorry). Of course an ELF
version will continue to be made available.
---------------------------------
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).
compiler.
-----------------
Xinvest requires Motif 1.2 (or later) and XPM (available along with Xinvest at
ftp.x.org).
and Linux. Xinvest is known to build on Unixware, NeXTStep, AIX, and
SunOS 4.x systems.
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.
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. Copy
Xinvest.ad to your app-default area (usually /usr/lib/X11/app-defaults)
and Xinvest to your bin area (usually /usr/bin/X11).
----------------
longer necessary to use or install the provided Xinvest.ad file. Feel
free to copy this into your .Xdefaults file to make personal changes.
"xrdb -merge Xinvest.ad", or just copy Xinvest.ad into your .Xdefaults
file. NO LONGER NECESSARY UNLESS YOU CHANGED "Xinvest.ad".
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.
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!
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.