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).
Những thay đổi ở phiên bản 0.86.1
2 ngày trước
New: PDF and CSV import remember the last used directory per account.
New: Added a PDF importer for Thurgauer Kantonalbank.
Improvement: Enhanced PDF importers for DADAT, Sunrise, St.Galler Kantonalbank, comdirect, S Broker, Union Investment, Findependent AG, UmweltBank, and DekaBank.
Improvement: The right-click menu on a table header now also lists the show/hide column actions.
Improvement: The attributes page of the edit security dialog can be scrolled.
Fix: FIFO capital gains now use the exchange rate recorded on the transaction, matching the moving average and cost calculations.
Fix: Corrected a regression in the calculation of shares held.
