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Portfolio Performance

by Andreas Buchen

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 0.67.3

24 days ago
(Built 23 days ago)
  • Community built

    This app is developed in the open by a community of volunteers, and released under the Eclipse Public License 1.0.
    Get involved
Installed Size~238.34 MiB
Download Size111 MiB
Available Architecturesx86_64, aarch64