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).
Зміни у версії 0.85.0
близько 21 години тому
New: Grouped accounts can now carry an ownership percentage, so a jointly held account or portfolio can be split by member.
New: Added Move left/right actions to reorder dashboard views and columns.
New: For unrecognized PDFs, the import wizard now shows the document alongside a transaction editor, so you can enter the transaction manually using copy and paste.
Improvement: Enhanced PDF importers for Interactive Brokers Flex, PostFinance, Trade Republic, UniCredit, and WirBank.
Improvement: Icons for inactive accounts and securities are now consistently marked as inactive, using either a gray or a faded (semi-transparent) icon.
Improvement: Added an option to disable value coloring for indicator and ratio widgets.
Improvement: Taxonomy pie and donut views are now created on demand for better performance.
