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, stocks, bonds, mutual funds, or your checking account. These returns are the actual return you received, not necessarily the same as that reported by your mutual fund as a whole. Maintain accounts in various currencies . Each account can have an associated exchange rate and can even receive exchange rate updates from Xquote.
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 an account category to view weightings 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.