by [ xinvest-2.1.announce 6K ]
Sept 20, 1996
This release (2.1) contains enhancements over the previous 2.0.1 release.
See "What's New" for what's changed.
Where is Xinvest?
-----------------
-- the source
ftp://ftp.x.org/contrib/applications/xinvest-2.1.tar.gz
-- Linux ELF statically linked binary
ftp://ftp.x.org/contrib/applications/xinvest-2.1.bin.tar.gz
Requirements.
-------------
Xinvest requires Motif 1.2 (or later) and XPM.
-- XPM
ftp://ftp.x.org/contrib/libraries/xpm-3.4i.tar.gz
==========================================================================
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, 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 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.
=========================================================================== GIVE ME YOUR NEED FEEDBACK! Especially on the new multi-account graphing What's New 2.1 1. Graph colors are now application resources. You may specify 2. Plot running internal and total return. Now you can plot these 3. A new plot mode: multi-account. The functionality of previous versions Single account mode: select any number of plot variables. As the displayed Multi account mode: select which variables are of interest in each account. 4. New display of plot legend. Because of change 3 above a new control 5. Tweak to the function calculator display: now the equation used is displayed 6. Some host specific tweaking: =========================================================================== WISHLIST 2.2? 2. Reports: generate a report with financial info you select. Includes Until CDE printing support is built-in AND CDE becomes available for Linux Here are some other ideas I'm kicking around. If you have an idea don't be shy, 3. Modify show points to show only buys, or sells, or divs, etc. ======================================================================
controls. Are they too complicated, unwieldly, too awesome for words?
Help decide what gets added next! See WISHLIST below.
--------------
Xinvest.color[1-8] resources and these are the colors that the graph and
portfolio pie charts will use.
values at each transaction point in the transaction history.
is preserved and now called single account mode.
account is changed the plot variables selected remain
the same, but reflect values in the new account.
Changing the displayed account shows which plot
variables are currently active in that account. The
displayed plot includes ALL selected plot variables
from ALL open accounts. This allows the price
(or any other plot variable) for all (or some) open
accounts to be displayed simultaneously.
for plotting was developed. Next to each toggle button that selects a
plot variable is a pixmap showing how that variable is displayed on the
graph. In multi-account mode the legend only specifies the key for that
account. To view the key for other accounts requires displaying that
account. In single account mode, the key is the same for all accounts
(since only one account is plotted at a time).
along with the previous "word problem".
Unixware: define NEED_STRCASECMP or link against libucb.
DEC UNIX/Alpha: removed whitespace preceding preprocessor directives
-----------------
1. Portfolio return: return (IRR, TR) of all currently open accounts.
anything in the graph routine now, plus yield, and time frames
(30 days, YTD, since inception). Perhaps even on an account or portfolio
basis.
*** I need your suggestions as to what to make available and how
to display it. How about a pop-up window or generating HTML.
If a popup window, is scrolling ok? My feeling is that it would be nice
if it could be usually a scrolled window, but also constained to fit full-
sized on the desktop for capturing to a file for printing. I don't think
this will fit in the current graph window. ***
real print support from Xinvest is unlikely. Anybody else feel like they
are being lapped by MFC?
let me know!
4. A transaction editor dialog.
5. More Motif 2.0 features like the container widget for transactions and
portfolio hierarchy.
6. Fill out the stub session management support. Remember what was open/
selected at last login.
7. Glaring ommisions: stock splits, fix multi-transaction on one date plot
_feature_, really support load/fee specified in transaction.
8. Import current/historical price data from somewhere. Where?