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).
Changes in version 0.81.5
2 days ago
(Built 1 day ago)
New: Added dashboard widget for upcoming dividend events (ex-date and payment date).
New: Added PDF importers for Bundesschatz, Anadi Bank, and Nord LB (Norddeutsche Landesbank).
Improvement: Enhanced PDF importers for Scalable Capital, Trade Republic, DKB, Comdirect, flatexDEGIRO, BaaderBank, BoursoBank, ArkeaDirectBank, Santander Consumer Bank, Saxo Bank, Hypothekarbank Lenzburg, Tradegate, Questrade, apoBank, Audi Bank, Volkswagen Bank, and Nordax Bank.
Fix: Corrected pie chart display when an instrument is shared between classifications.
Community built
This app is developed in the open by an international community, and released under the Eclipse Public License 1.0.
