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).
Изменения в версии 0.84.2
2 дня назад
New: Added the Borsa İstanbul trade calendar with Hijri date support.
Improvement: Enhanced PDF importers for BNP Paribas, Bondora Capital, Boursorama, Credit Suisse, DAB Bank, DADAT, Debitum Investments, ING, Trade Republic, and WirBank.
Improvement: Securities performance view now keeps the selection when changing view settings.
Fix: Colorized the profit/loss column in base currency.
Fix: Corrected Finnish month name formatting in the UI.
Fix: Fixed incorrect excess return values in the performance heatmap.
