I have more than one bank account and I want to keep tracking not only of my short time investments but also keep an eye on my medium and long time investments; maybe maintain track of the investment of my family too (help my parent’s investments for example).

By the way, I’m not so rich … I’m still try to won the lottery  : - )

I don’t wont to monitor continually how much I have on a Cash Count, it’s enough update this information one or two times each week, but I need to maintain track of the expirations of by bond investments and know the value of my funds.

 

Each week I receive letters from banks with lots of information about moving capitals, I need to collect these information and recently I’ve bought a brandly new PocketPC…  in Internet I've found some programs that are too much complex or too much detailed and resource's hungry,  so I created a program ad hoc that I use and I’m still developing.

 

Roger is its name: it allow you to read in a splitter view style all yours bank accounts and asset’s infos with dedicated view e manage their data.

I have implemented everything to be easy to read and easy to use with drill down visualization, allowing multiuser and multiaccount features, popup menu and dedicated view to (actually) four type of assets: Cash Count, Bond, Equities and Funds (because bonds need to shows different information than equities and the same for the funds).

You change an asset value and all the upstairs items are automatically updated.

Roger is actually not compatible with Microsoft Money and Quicken, nor with GNUCash, but in future who knows?

 

This version is a 0.8 beta free version, compatible with PocketPC and PocketPC 2002.

Compiled for ARM/XSCALE, SH3 and MIPS microprocessor .

Write me your impressions and suggestions to:

 

RogerPPC@visualvision.com <mailto:RogerPPC@visualvision.com>

Roberto <<mailto:robertovv@users.sourceforge.net>

 

Programmed under Microsoft eMbedded Visual C++ 3.0

using free tools to create the Setup (EzSetup 2.0 by softspb http://www.softspb.com)

 

Your ideas or suggestions are appreciated….

 

Bye Roberto Ferrero

September 2003

 

 

Ideas and work in progress

Enhancements of the view display and edit features

Password protection and data encryption

Detailed list of the movements of the cash count (big enhancement!)

Derivatives (risky business?)

Different language translations for country personalizations

Possibility of update the actual price of the stocks if the Pocket Pc is connected to internet (very cool! … maybe in a registered version :)

Interface with PocketOutlook for reminder or similar thing (maybe scrambled...)

 

 

addenda Febrary 2004

0.802 is gone under cvs control of Sourceforge.net

 

Source Forge

Project Home Page (download binary release here)

               --->Password is ‘demo’ for the test

Source CVS

 

Screen Shots