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Portfolio Performance

oleh Andreas Buchen
Pasang
Dashboard showing performance trend of portfolio for different years

Track the performance of an investment portfolio

An open source tool to calculate the overall performance of an investment portfolio - across all accounts - using True-Time Weighted Return or Internal Rate of Return.

  • Record the full history of your transactions: purchases, sales, taxes, fees, ...
  • Calculate performance indicators such as the True-Time Weighted Rate of Return or the Internal Rate of Return (IRR) for your holdings.
  • Update historical quotes from a variety of sources: Yahoo Finance, Finnhub.io, Quandl, or AlphaVantage. Alternatively, scrape quotes from HTML pages or JSON documents.
  • All data is stored in XML for further processing and can be exported as CSV or JSON.
  • Rebalance your investment portfolio based on a freely defined Asset Allocation.
  • Keep foreign currency accounts using the exchange rates published by the European Central Bank (ECB).

Perubahan pada versi 0.68.4

15 hari yang lalu
(Dibangun 7 hari yang lalu)
  • Dibangun oleh komunitas

    Aplikasi ini dikembangkan secara terbuka oleh komunitas sukarelawan, dan dirilis di bawah Eclipse Public License 1.0.
    Ikut terlibat
Ukuran Terpasang~241.54 MiB
Ukuran Unduh113.89 MiB
Arsitektur yang Tersediaaarch64, x86_64
Pasang26.602