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).
Ändringar i version 0.87.0
en dag sedan
New: Trades can now be grouped by lot: each purchase creates its own trade, and sales are split across the lots they close.
New: Categories in the statement of assets can be collapsed and expanded; the collapsed state is remembered per file and taxonomy.
New: The line width in the historical price chart can now be set to 1, 2, or 3 pixels via the chart menu.
Improvement: Enhanced PDF importers for Barclays Bank Ireland, comdirect, Consorsbank, DAB, Raiffeisen Bankengruppe, and Trade Republic.
Improvement: The title of the Trades view now reflects the selected accounts and portfolios.
Fix: Importing a large number of PDF documents no longer fails with a "No more handles" error.
Fix: Searching for a new instrument no longer aborts with an error when a search provider returns an unexpected answer.
Fix: Trades now use the exchange rate recorded on the transaction instead of the daily rate.
Fix: Fixed a sporadic error in the portfolio balance chart when it was updated twice in quick succession.
Fix: The donut chart now sorts consistently with the pie chart.
