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).
گۆڕانکارییەکان لە وەشانی 0.80.4
10 ژۆژپێش ئێستا
(Built 10 ژۆژپێش ئێستا)
New: Added Binance USDS-M Futures as an online price feed.
New: Added an option to disable automatic price downloads in the “Search for suppliers of historical prices” dialog.
Improvement: The generic JSON importer can now be configured with a locale for parsing dates in a specific language.
Improvement: Migrated extended ECB feeds (e.g. Euribor and others) to the new ECB Data Portal endpoint.
Improvement: Improved PDF importers for Baader Bank, DKB, Bourse Direct, Raiffeisenbank Bankgruppe, Advanzia Bank, Saxo Bank, Sutor Bank, sbroker, Sparkasse, MERKUR PRIVATBANK, Scalable Capital, and Tradegate AG.
Fix: Improved handling of PDF parsing errors to prevent crashes.
Community built
This app is developed in the open by an international community, and released under the Eclipse Public License 1.0.
