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).
Промени във версия 0.81.1
преди около 20 часа
(създадена преди около 4 часа)
New: Added unit risk line visualization to the returns/volatility chart.
New: Added a PDF importer for Bank Norwegian.
Improvement: Improved warning messages for transactions that cannot be imported automatically due to missing information such as exchange rates, taxes, or fees.
Improvement: Enhanced PDF importers for Renault Bank Direkt, Scalable Capital, flatexDEGIRO, C24 Bank, and Raiffeisenbank Bankgruppe.
Improvement: Added a setting to deactivate cell editing on double-click.
Improvement: CSV import now supports the yyyy.MM.dd and dd-MMM-yyyy date formats.
Improvement: Interactive Brokers Flex Query (IBFlex) now supports multi-account imports with automatic account matching by alias and currency, and handles GBP/GBX currency conversion.
Improvement: Accounts and portfolios are now sorted alphabetically in drop-down boxes for in-place editing.
Improvement: Improved duplicate transaction detection during imports, enabling cross-account matching between transfers and deposits or withdrawals.
Fix: Fixed currency instantiation for locales that specify a region instead of a country.
Fix: Fixed grouped accounts not updating their base currency when switching.
Fix: Fixed chart ranges when adjusting them by pressing '0' in the historical prices chart.
Fix: Fixed taxonomy or filter names containing '@' not displaying correctly in menu items.
Обществен
Този софтуер е свободен и се разработва от доброволци под „Eclipse Public License 1.0“.
