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).
Mudanças na versão 0.86.0
há cerca de 18 horas
New: Rebalancing view now lets you enter an additional amount to invest or withdraw, so it can tell you how to allocate an upcoming cash flow.
New: Import and export custom security attributes via CSV.
New: Added a profit/loss column based on the moving average cost basis.
New: Added an option to use moving average as the cost method in the payments view.
New: Added a PDF importer for St.Galler Kantonalbank.
Improvement: Enhanced PDF importers for KBC/Bolero, flatex, Scalable Capital, comdirect, Raiffeisenbank Gruppe, and Consorsbank.
Improvement: The payments-per-quarter matrix can now display the first year only.
Improvement: The transaction source field is now inline-editable, like the note field.
Improvement: You can now type the date directly in the Time Machine on the statement of assets.
Fix: CSV import no longer fails on empty columns when re-reading a file.
