See the on-line help for a list of known problems. What is Xinvest. Xinvest is a personal finance tracking and performance tool. 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.
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.