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Portfolio Performance: Track and evaluate the performance of your investment portfolio across stocks, cryptocurrencies, and other assets. Performance indicators like that True-Time Weighted Rate of Return or the internal rate of return ( Internal rate of return ) are calculated. Historical courses are automatically run by Yahoo Finance loaded or can be extracted from any HTML pages. Due to the open file format, all data is available as XML available or can be used as CSV be exported. Support for Rebalancing based on freely definable Asset allocations. With the help of the historical exchange rates of the European Central Bank ( ECB ) accounts and shares can be held in foreign currency.
Features
- A Open source Program for calculating the performance of an overall portfolio
- Across different depots and accounts
- True-Time Weighted Rate of Return and internal rate of return
- The full history of all bookings can be recorded: purchases, sales, taxes, fees, etc.
- Due to the open file format, all data is available as XML available or can be used as CSV be exported
- Support for Rebalancing based on freely definable Asset allocations
Project Samples
Categories
Investment ManagementLicense
Eclipse Public LicenseFollow Portfolio Performance
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