Asset Basset

Asset Basset tracks investments, specializing in asset allocation. It will perform the following useful functions: 1) It tracks allocations in various asset classes (foreign/domestic, equity/bond, small-cap/large-cap, etc.). A unique feature is the ability to allocate percentage amounts within a single investment; for example, a mutual fund 60% in stock and 40% in bonds can be accurately represented in Asset Basset. By enabling percentage allocations within an investment, Asset Basset lets you monitor the allocation and performance of your investments with a precision limited only by your knowledge of your own investments. 2) It lets you define portfolios using allocation criteria, e.g., "foreign" or "foreign fixed-income" and monitor the performance of the portfolio. 3) It calculates the cost-basis of each investment, using either the average-cost or first-in-first-out methods, and generates tax-reports of capital gains and distributions for any year. 4) It calculates total profit using the time-value of money, with methods such as the internal rate of return, and the discounting/compounding of cash flows. 5) It keeps track of total worth, out-of-pocket cost, and so on. Version 2.97 fixes a bug which kept portfolios from updating when the basis or cost in an account changed without changing the total value of the account. Asset Basset requires a 640x480 screen or better; a PowerPC is recommended (portfolio updating will be kinda slow on a 68k machine). It requires 1.5 MB of available RAM. Author's Web site: http://www.efn.org/~bsharvy/