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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.
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.
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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.
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