[Savannah-hackers] savannah.gnu.org: submission of SequelBasis

[david . hoover]

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.



It already exists and I have sent a tarball to address@hidden,
one of the Savannah hackers.