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Investment Monitor
V1.0
Introduction:
This program was written out of a need to be able to quickly find out how
my investments were doing without starting up a spread sheet etc. Further
more I wanted to be able to run the same utility on the Unix boxes at work.
Thus I created the `Investment Monitor'. This program lends itself to
tracking stocks and mutual funds. It does not do interest calculations.
Features:
- Calculate investments and uptodate fund values, gains, unit holdings etc.
- Input through simple to maintain ASCII data files.
- Display graphs in multiple windows. (Amiga WB2.04 or X11 only)
- Command language allows for custom scripts and setups.
- Supports dynamic variables with VAR command
Detailed Description:
The Investment Monitor is based around 3 different types of data each of
which is stored in a text file. Once the program starts you are presented
with a command line. From here you may perform various functions to
display information. These commands can also be stored in command files and
executed as a script.
Files:
1. SETUP file. This file lists the Names of the Funds or Stocks you wish
to track along with a 2 character alias and a colour index. The colour
index should be a valid pen index (0-15 on 16 colour Workbench). Once
this file is created you are finished with it.
Format: Name Alias Colour Type
Example: Equity EQ 3 G - Assign alias EQ, color 3 Growth
2. TRANS file. This file lists the transactions that are made by you.
It indicates the buying, selling and dividends received for Funds or Stocks.
Each time you make a transaction simply add it to the end. If you have
transactions based on automatic bank transfers, you may type those in as
far into the future as you want.
Format: Date Alias Transaction Amount
Example: 930101 EQ B 100 - Buy $100 Equity on Jan 1, 1993
3. PRICE file. This file lists the price variations for each of the Funds
or Stocks. Each time you get price information from your statements or from
the newspaper add a line. The order of the values must be the same as in
the SETUP file. Entering 0.00 skips that particular fund.
Format: Date Fund1 Fund2 Fund3 Fund4 ... - $ value for each fund
Example: 930101 12.34 14.56 9.9 0.0 3.4 - The 4th fund was not reported
There is a fourth type of file.
4. COMMAND file. This file can contain a set of commands that will be
interpreted when the command file is executed.
You may add comments to any of these files using the '#' as the 1st character
on the line. You may also add comments to the end of the SETUP and TRANS
lines, but not the end of the PRICE or COMMAND file.
Syntax:
invmon is brought up from the CLI and has the following syntax:
invmon [-s setupfile] [-t transactionfile] [-p pricefile] [-c commandfile]
All parameters are optional and can be executed from the invmon command line.
To find the syntax of the command interpreter simply type HELP or HELP
followed by a command. For the SET command type HELP SET ALL to see what
parameters the SET command accepts.
For the PIE and STACK charts the fund field is ignored. PIE charts show
data for all active funds for SINGLE days, STACK charts show data for all
active funds over a range of days.
Copyright:
This program is Copyright Alexander Pfaffe 1993.
This program is Public Domain and freely distributable as long as the
archive is kept intact and no fees above a reasonable duplication cost
are charged.
In no way may this program or any of the files in this archive be used
for commercial purposes.
Disclaimer:
This program is distributed on an as is basis, no warrenty implied or
otherwise is given. Nor can I accept any liability for losses or damages
incurred by the use off this program.
Bugs:
- Window titles and other text won't always show correctly.
- Drawing outside of window boundary will trash memory
- Be sure to stay within the boundaries, a future version will
fix this, with relative graphs which can be resized & redrawn
etc.
Future Enhancements:
- Intuition(MUI)/X11 front end to allow graph generation
- Intuition(MUI)/X11 front end to allow data editing
- More graphing parameters
- More statistic parameters
- AREXX port
- Convert to C++
I am open to suggestions and bug fixes and plan to release future versions.
This program has been in operation for approximately 3 months and I have
verified its calculations with the Mutual fund company that holds my
investments.
Alexander Pfaffe
PO Box 55, Cobble Hill B.C., V0R1L0
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Contents of biz/misc/InvMon.lzh
PERMSSN UID GID PACKED SIZE RATIO METHOD CRC STAMP NAME
---------- ----------- ------- ------- ------ ---------- ------------ -------------
[generic] 285 632 45.1% -lh1- 2902 Jan 17 1994 invmon/example.info
[generic] 146 463 31.5% -lh1- dbb5 Mar 21 1993 invmon/invmon.README.info
[generic] 284 632 44.9% -lh1- 2af7 Jan 9 1994 invmon/src.info
[generic] 336 484 69.4% -lh1- 4d12 Jan 17 1994 invmon/example/Altamira_Inv
[generic] 550 2138 25.7% -lh1- 8ae3 Oct 19 1993 invmon/example/analysis.com
[generic] 147 463 31.7% -lh1- e9b0 Jan 17 1994 invmon/example/price.info
[generic] 147 463 31.7% -lh1- 8a04 Jan 10 1994 invmon/example/setup.info
[generic] 382 1972 19.4% -lh1- f147 Jan 17 1994 invmon/example/Altamira_Inv.info
[generic] 11503 35392 32.5% -lh1- eeb6 Jan 17 1994 invmon/example/price
[generic] 384 1972 19.5% -lh1- 79d0 Jan 17 1994 invmon/example/RRSP.info
[generic] 53 100 53.0% -lh1- f149 Jul 9 1993 invmon/example/trans_inv
[generic] 145 463 31.3% -lh1- fc70 Jan 17 1994 invmon/example/trans_inv.info
[generic] 316 509 62.1% -lh1- 83bb Jul 9 1993 invmon/example/trans_rrsp
[generic] 146 463 31.5% -lh1- 762f Jan 17 1994 invmon/example/trans_rrsp.info
[generic] 147 463 31.7% -lh1- 5f2d Jan 17 1994 invmon/example/analysis.com.info
[generic] 181 324 55.9% -lh1- 7f85 Jan 9 1994 invmon/example/costvaluetotal.com
[generic] 144 463 31.1% -lh1- 3050 Jan 17 1994 invmon/example/costvaluetotal.com.info
[generic] 217 330 65.8% -lh1- 0b1e Jan 17 1994 invmon/example/init_inv.com
[generic] 337 485 69.5% -lh1- 33a5 Jan 17 1994 invmon/example/RRSP
[generic] 228 285 80.0% -lh1- 9a85 Oct 1 1993 invmon/example/setup
[generic] 147 463 31.7% -lh1- 035d Jan 17 1994 invmon/example/init_inv.com.info
[generic] 193 302 63.9% -lh1- f831 Jan 17 1994 invmon/example/init_rrsp.com
[generic] 145 463 31.3% -lh1- e9bc Jan 17 1994 invmon/example/init_rrsp.com.info
[generic] 428 1333 32.1% -lh1- 842d Jan 9 1994 invmon/example/pricehistory.com
[generic] 143 463 30.9% -lh1- c61e Jan 17 1994 invmon/example/pricehistory.com.info
[generic] 382 955 40.0% -lh1- f77f Oct 19 1993 invmon/example/pricetrends.com
[generic] 27010 47800 56.5% -lh1- 2c10 Jan 17 1994 invmon/example/invmon
[generic] 422 835 50.5% -lh1- 38dd Jan 17 1994 invmon/example/invmon.info
[generic] 145 463 31.3% -lh1- 20fa Jan 17 1994 invmon/example/pricetrends.com.info
[generic] 217 389 55.8% -lh1- 2848 Jan 17 1994 invmon/example/valuehistory.com
[generic] 146 463 31.5% -lh1- 4801 Jan 17 1994 invmon/example/valuehistory.com.info
[generic] 147 463 31.7% -lh1- c3e7 Jan 9 1994 invmon/src/init_rrsp.com.info
[generic] 519 841 61.7% -lh1- c660 Jan 9 1994 invmon/src/Build.info
[generic] 278 486 57.2% -lh1- 6c30 Jan 9 1994 invmon/src/calc.c.info
[generic] 231 486 47.5% -lh1- 5153 Jan 9 1994 invmon/src/calc.h.info
[generic] 398 852 46.7% -lh1- d937 Jan 9 1994 invmon/src/Debug.info
[generic] 555 838 66.2% -lh1- 9251 Jan 9 1994 invmon/src/Edit.info
[generic] 443 842 52.6% -lh1- bb8c Jan 9 1994 invmon/src/Find.info
[generic] 516 2954 17.5% -lh1- dccb Jan 9 1994 invmon/src/SCoptions.info
[generic] 206 838 24.6% -lh1- a568 Jan 9 1994 invmon/src/smakefile.info
[generic] 278 486 57.2% -lh1- f6b7 Jan 9 1994 invmon/src/draw.c.info
[generic] 231 486 47.5% -lh1- d976 Jan 9 1994 invmon/src/draw.h.info
[generic] 228 486 46.9% -lh1- c997 Jan 9 1994 invmon/src/error.h.info
[generic] 279 486 57.4% -lh1- 2b6b Jan 9 1994 invmon/src/main.c.info
[generic] 278 486 57.2% -lh1- 53e7 Jan 9 1994 invmon/src/memory.c.info
[generic] 230 486 47.3% -lh1- d07e Jan 9 1994 invmon/src/memory.h.info
[generic] 278 486 57.2% -lh1- 77e2 Jan 9 1994 invmon/src/parse.c.info
[generic] 231 486 47.5% -lh1- e3a4 Jan 9 1994 invmon/src/parse.h.info
[generic] 1735 2632 65.9% -lh1- a81a Dec 16 1993 invmon/src/Debug
[generic] 7635 28008 27.3% -lh1- 757b Jan 9 1994 invmon/src/draw.c
[generic] 912 2602 35.0% -lh1- e04e Jan 3 1994 invmon/src/draw.h
[generic] 411 780 52.7% -lh1- 31b6 Dec 16 1993 invmon/src/error.h
[generic] 180 285 63.2% -lh1- e7e3 Oct 19 1993 invmon/src/init_rrsp.com
[generic] 278 486 57.2% -lh1- 8792 Jan 9 1994 invmon/src/port.c.info
[generic] 230 486 47.3% -lh1- 64dd Jan 9 1994 invmon/src/port.h.info
[generic] 336 568 59.2% -lh1- cc90 Jan 9 1994 invmon/src/smakefile
[generic] 229 486 47.1% -lh1- 1f5d Jan 9 1994 invmon/src/struct.h.info
[generic] 4335 13812 31.4% -lh1- 31a7 Jan 3 1994 invmon/src/calc.c
[generic] 390 1044 37.4% -lh1- c498 Dec 16 1993 invmon/src/calc.h
[generic] 379 589 64.3% -lh1- 4dcc Jan 3 1994 invmon/src/main.c
[generic] 264 371 71.2% -lh1- b911 Jun 26 1993 invmon/src/makefile
[generic] 634 1601 39.6% -lh1- fc1e Jan 3 1994 invmon/src/memory.c
[generic] 82 118 69.5% -lh1- 76fe Jan 3 1994 invmon/src/memory.h
[generic] 3122 8996 34.7% -lh1- 9177 Jan 3 1994 invmon/src/parse.c
[generic] 137 247 55.5% -lh1- aae6 Jan 3 1994 invmon/src/parse.h
[generic] 814 2057 39.6% -lh1- 5644 Dec 16 1993 invmon/src/port.h
[generic] 301 481 62.6% -lh1- a8bb Jan 3 1994 invmon/src/struct.h
[generic] 285 632 45.1% -lh1- a41f Nov 11 1993 invmon.info
[generic] 2324 4631 50.2% -lh1- ed42 Jan 17 1994 invmon/invmon.README
[generic] 423 835 50.7% -lh1- 6ad4 Jan 17 1994 invmon/src/invmon.info
[generic] 100 155 64.5% -lh1- cedb Jan 17 1994 invmon/src/invmon.lnk
[generic] 1942 6734 28.8% -lh1- 6e77 Jan 3 1994 invmon/src/port.c
[generic] 114 137 83.2% -lh1- d950 Jan 17 1994 invmon/src/SCOPTIONS
---------- ----------- ------- ------- ------ ---------- ------------ -------------
Total 73 files 78374 193686 40.5% Jan 27 1994
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