Announcing the release of Xinvest 2.6. This release contains many new
* Revamped report generator
* Cross currency conversions
* Live cross currency rates from Xquote
* Preference dialog for:
- enabling/disabling account backup on save
- currency/date formats for output
- enabling/disabling use of exchange rates
- precision of results.
* Lots of minor tweaks and fixes
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 and Xquote.
What is Xinvest?
Xinvest is a personal finance tracking and performance tool for UNIX
using the X Window System. Xinvest requires Motif 1.2 or later and XPM.
With Xinvest you can:
Centralize record keeping by storing all transactions in account
Use currency exchange rates, converting accounts from different
into your local one.
Calculate yield, total and annualized returns (including the effects of
sells, and dividends). This provides a means of comparing the results of
accounts in a portfolio, be they CDs, bonds, mutual funds, or your
account. The report generator allows you to select report contents and
generate multiple reports simultaneously.
Receive automatic price and currency exchange rate updates with the
WWW quote retrieval program (http://sunsite.auc.dx/xinvest/xquote).
Plot 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 bar graph or x-y line charts.
View asset allocation of accounts in a portfolio. Specify categories,
percent of an account is in that category, and which accounts are of
and Xinvest will tell you the value and percentage of all categories in
defined portfolio. Predefined is a account category to view weighting
accounts in the total portfolio. Categories are hierarchical, so you
zoom into the makeup of your portfolio. View in text and pie chart
Use the provided financial calculator with commonly used equations.
are FV, PV, FV of sum of payments, and periodic loan payments.
Hopefully, all of this is displayed using an easy-to-use,
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.