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 0.88.0
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New: Sifting is now available as an online provider for historical prices.
New: PDF importers for Alpian, Chase, Fondsdepot Bank, Morgan Stanley, Relai and Swisscard AECS.
New: The lists of deposit accounts, securities accounts and savings plans can be exported to CSV.
Improvement: Enhanced PDF importers for 1822direkt, 3 Banken, Advanzia Bank, Baader Bank, Bison, Consorsbank, DEGIRO, DZ Bank, Hello Bank, HypoVereinsbank, Hypothekarbank Lenzburg, ING-DiBa, LGT Bank, Liberty Vorsorge, Merkur Privatbank, MLP Banking, N26, Norddeutsche Landesbank, Oldenburgische Landesbank, Pictet, Postbank, Questrade, Quirin Privatbank, Schelhammer Capital Bank, Sutor Bank, Swissquote, Tradegate, UBS, Union Investment, V-Bank, Vanguard, VDK Bank, Volksbank, VZ VermögensZentrum, Weberbank and Zürcher Kantonalbank.
Improvement: The Yahoo Finance exchange picker now shows a label for FTSE Global Index quotes (.FGI).
Improvement: Converting a transaction now keeps the source it was imported from (for example, a buy into a delivery).
Fix: Historical prices from AMFI India load again after the provider changed its data format.
Fix: Yahoo Finance now uses the correct exchange code for the Saudi Stock Exchange (.SR).
Fix: The price preview for the MFAPI quote feed now updates when the scheme code changes.
Fix: The main tab area can no longer be detached by accident.
