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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.
-
-WWW: http://sunsite.auc.dk/xinvest/