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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
75010    Paris         T: 33 1 42 45 07 97          address@hidden
        GPG Public Key: http://www.dachary.org/loic/gpg.txt



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