33 lines
1.8 KiB
Text
33 lines
1.8 KiB
Text
With Xinvest you can:
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Centralize record keeping by storing all transactions in account specific
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files.
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Calculate total and annualized returns including the effects of buys,
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sells, and dividends. This provides a means of comparing the results of all
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accounts in a portfolio, be they CDs, bonds, mutual funds, or your checking
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account.
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Receive automatic price updates in conjunction with the Xquote WWW quote
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retrieval program.
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View various transaction parameters such as share price, shares per
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transaction, transaction cost, transaction value (at current price),
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dividends, internal and total return, and/or cumulative and moving
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averages of the above. Plots are transaction based bar or date based x-y
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charts.
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View overall value weightings (asset allocation) of accounts in a
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portfolio. Specify categories, what percent of an account is in that category, and
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which accounts are of interest and Xinvest will tell you the value and
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percentage of all categories in the defined portfolio. Predefined is a
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account category to view weighting of accounts in the total portfolio.
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Categories are hierarchical, so you can zoom into the makeup of your portfolio. View in
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text and pie chart form.
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A Financial calculator with common equations is provided. Included are
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FV, PV, FV of sum of payments, and periodic loan payments.
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Hopefully, all of this is displayed using an easy-to-use, point-and-click
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interface. There are few command line switches, no dot files, and X
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resources are limited to color and font selection allowing you to tailor
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the look of the tool to your own preferences.
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Check out the Xinvest home page at http://sunsite.auc.dk/xinvest/. Here
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you can find the latest source and Linux binary along with other helpful
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information on using Xinvest.
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