Sep 22, 1997 Announcing the release of Xinvest 2.5.1. 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. See the CHANGES file for what's changed. See the TODO file for what's coming up. Primary Site -> http://sunsite.auc.dk/xinvest/ Alternate site Source -> ftp://ftp.x.org/contrib/applications/xinvest-2.5.tar.gz Linux Static Binary -> ftp://ftp.x.org/contrib/applications/xinvest-2.5.bin.tar.gz The XPM library -> ftp://ftp.x.org/contrib/libraries ========================================================================== What is Xinvest? ---------------- Xinvest is a personal finance tracking and performance tool for UNIX systems using the X Window System. Xinvest requires Motif 1.2 or later and XPM. Xinvest is tested on the following platforms: HPUX 9.05, Solaris 2.5 CDE, and Linux 2.0.27. Xinvest is known to build on the following UNIX systems: IBM AIX, DEC Unix, FreeBSD, NeXTStep, SunOS 4.x, and Unixware. With Xinvest you can: Centralize record keeping by storing all transactions in account specific files. Calculate yield, 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. The report generator allows you to select report contents and to generate multiple reports simultaneously. Receive automatic price updates in conjunction with the Xquote WWW quote retrieval program. 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 transaction based bar or date based x-y charts. View 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. Use the provided financial calculator with commonly used equations. 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. ============================================================================= Building Xinvest ---------------- Xinvest is tested on the following platforms: HPUX 9.05, Solaris 2.5 CDE, and Linux 2.0. Xinvest is known to build on AIX, DEC Unix, FreeBSD, NeXTStep, SGI IRIX 5, SunOS 4.x, and Unixware systems. Known difficulties by machine/OS. --------------------------------- 1. Unixware users should use gcc if possible. Unixware 2.1 users can use the native compiler. You may also wish to define NEED_STRCASECMP in the Imakefile or Makefile.distrib or link against libucb (-lucb). 2. SunOS 4.x users should use Sun's acc, GNU gcc, or another ANSI compliant compiler. 3. a. IRIX 5.3 users should know xpm.h is missing from the standard distribution, though libXpm is present. Motif includes are installed in /usr/include/abi. b. IRIX 5.x users should define NEED_STRPTIME in the Imakefile or Makefile, IRIX 6.x users should _not_. c. Xinvest Motif 2.0 resources generate a warning: "Warning: CvtStringToSlidingMode: Unknown string". This is safe to ignore or remove "*Graphscale.slidingMode: SLIDER" from resCommon.h and Xinvest.ad before building. To build Xinvest. ----------------- 0. Go to the Xinvest home page (http://sunsite.auc.dk/xinvest/) to find a source archive. 1. Download and uncompress the source archive. There are two ways to uncompress the archive: a. If you have GNU tar: "tar -xvzf xinvest-VERSION.tar.gz" or b. "gunzip < xinvest-VERSION.tar.gz | tar -xvf -" Xinvest will create it's own subdirectory named 'xinvest-VERSION'. Note that 'VERSION' will be a number, such as 2.3. 2. cd to xinvest-VERSION. If you have imake. 3. Look over the Imakefile provided. a. If you have XPM or Motif in non-standard places add the include directories where the headers are found to INCLUDES. b. Add the full path name of the XPM and Motif libraries to SYS_LIBRARIES. c. If you want internationalized currency and have strfmon (man strfmon) then add -DSTRFMON to DEFINES. d. If you want a transparent icon add -DSHAPE to DEFINES. 4. xmkmf; make Makefile; make depend; make; make install. You may need to be root to do the installation. If you don't have imake. 3. Copy Makefile.distrib to Makefile. Look over the provided Makefile. You're kind of on your own here. a. Set CFLAGS, INCLUDES, LIBS, and LIBDIR and the build should go well. b. Add -DSTRFMON to CFLAGS if your environment supports the strfmon (man strfmon) function call. c. Add -DSHAPE to CFLAGS if you want a transparent icon. This will require linking against libXext (already in LIBS in the Makefile). 4. Type make. Copy Xinvest to your bin area (usually /usr/bin/X11). To test Xinvest. ---------------- 1. Load up the data files provided in the sample subdirectory. Try out all of the functions. Don't forget to add one or more accounts in the portfolio tool. These examples are very basic, more elaborate portfolio compositions are certainly possible. Read the online help. This should explain the use of anything that is not obvious. ======================================================================= Questions? For build problems, ask a local knowledgeable person, they will know your system better than I will. If all else fails or for questions or comments on Xinvest: buser@micro.ti.com =======================================================================