Download asset-basset-251.hqx (1,335,000 KB)
From: bsharvy@efn.org
Subject: Asset Basset 2.51
Asset Basset tracks investments, specializing in asset allocation. It will
perform the following useful functions:
1) It tracks allocation 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.
"Asset Basset 2.51 app" is a standalone application (previous versions were
Hypercard stacks). Asset Basset will be very slow on a 68K Mac without a
math co-processor. It requires a minimum of 1.1 MB of RAM.