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authorTim Vanderhoek <hoek@FreeBSD.org>1999-05-02 21:53:08 +0000
committerTim Vanderhoek <hoek@FreeBSD.org>1999-05-02 21:53:08 +0000
commitf8715bdca2e7d165bf310e1cbb0526e420f352dd (patch)
tree6b3837eafa219e96d3c12704bdefb73172fe72c6 /finance/xinvest
parentf68ab1df6d0f16c845a33b7efb806cb02919500f (diff)
downloadports-f8715bdca2e7d165bf310e1cbb0526e420f352dd.tar.gz
ports-f8715bdca2e7d165bf310e1cbb0526e420f352dd.zip
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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.
-Receive automatic price updates in conjunction with the Xquote WWW quote
-retrieval program.
-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.
+-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.
+-Receive automatic price updates in conjunction with the Xquote WWW quote
+ retrieval program.
+-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
+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.
-==========================================================================
-Check out the 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.
+WWW: http://sunsite.auc.dk/xinvest/