Xinvest(1) Xinvest(1)
20/5/96
NAME
Xinvest - a personal finance tracking and performance tool.
SYNOPSIS
Xinvest [X options]
DESCRIPTION
Xinvest
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, 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 no command line switches, 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.
AUTHOR
Mark Buser buser@tartan.com
- 1 - Formatted: April 19, 2024
