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Re: [Savannah-hackers] savannah.gnu.org: submission of SequelBasis
From: |
Loic Dachary |
Subject: |
Re: [Savannah-hackers] savannah.gnu.org: submission of SequelBasis |
Date: |
Mon, 29 Apr 2002 18:58:44 +0200 |
Hi,
Could you please submit your project again with a URL to the
current code and documentation (even if not complete) ? A temporary
URL will do. We will help you fix possible licensing issues.
Thanks in advance,
address@hidden writes:
>
> A package was submitted to savannah.gnu.org.
> This mail was sent to address@hidden, address@hidden
>
>
> David Hoover <address@hidden> described the package as follows:
> License: gpl
> Other License:
> Package: SequelBasis
> System name: sequelbasis
> This package does NOT want to apply for inclusion in the GNU project
>
> ** SequelBasis Introduction
>
> SequelBasis is a set of SQL queries for the PostgreSQL database that
> calculate the cost basis and capital gain for mutual funds using the FIFO
> method or the Average Cost Basis Single Category method. Entering mutual
> fund data and generating comprehensive reports is simple. U.S. citizens
> living abroad, and other U.S. taxpayers who own mutual funds denominated in
> a foreign currency, will appreciate the ease with which SequelBasis converts
> all prices into the dollar reference currency for every purchase or
> redemption using the appropriate daily foreign exchange rate. Users with
> other reference currencies may also appreciate the flexibility and
> simplicity of SequelBasis.
>
> Since PostgreSQL is a UNIX application, SequelBasis will work best on a UNIX
> or Linux machine. It is possible, however, to get PostgreSQL to work under
> lesser operating systems (you know what I\'m referring to). The conversion
> of the Federal Reserve foreign exchange data, and the generation of pivot
> views with SequelPivot, are both done in the Perl language, which is also
> available on many platforms. These features are nice, but optional.
>
> ** Features
>
> * Straightforward data entry
> * Report generation presenting average cost basis, capital gain, total
> number of shares, and total market value.
> * Report generation can be extended with SQL commands, or with
> SequelPivot, a pivot-table view generator.
> * When shares are sold, purchases are automatically \'split\' into
> smaller chunks if necessary.
> * To calculate your cost basis, SequelBasis takes into consideration the
> following basis adjustments:
> * Purchase Fees
> * Redemption Fees
> * Undistributed Capital Gain
> * Return of Capital (Nontaxable Distributions)
> * Fund data is stored in a group of simple, easy to manage tables.
> These tables, as well as report tables, can be exported in CSV format to a
> variety of other programs. Data for different funds is kept in the same
> tables, identified by a different fund ID.
> * Funds in different currencies are managed easily.
> * A fund in one currency can be copied and converted to a fund in
> another currency. All prices are converted using the daily exchange rate
> that was current on the transaction date, like tax laws of some countries
> require (U.S. tax law, in particular).
> * The exchange rate historical data can be entered by hand, or it can be
> downloaded from the U.S. Federal Reserve web site and converted
> automatically.
> * SequelBasis can easily be extended to perform other calculations, if
> you know SQL.
>
>
>
> SequelBasis comes with SequelPivot, a simple SQL pivot report VIEW
> generator.
>
>
>
> Some code has already been written. There is minimal documentation for the
> moment. The code cannot be downloaded from anywhere, yet.
--
Loic Dachary http://www.dachary.org/ address@hidden
12 bd Magenta http://www.senga.org/ address@hidden
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