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Investbook is a free, open-source investment portfolio tracker designed to analyze securities trading and long-term investment performance. It consolidates information from multiple brokerage accounts into a unified financial overview. Users can import broker reports or manually enter transactions to maintain accurate portfolio records. The software calculates investment returns while accounting for commissions, taxes, dividends, and bond coupons. It also tracks currency transactions, derivatives, cash movements, and average purchase prices. Performance reports include portfolio allocations, realized profits, and extended internal rate of return calculations. All financial records are stored locally without mandatory cloud synchronization. Available for Windows, macOS, and Linux, Investbook helps investors evaluate their portfolios and trading activity.
Features
- Multi-broker portfolio tracking with consolidated investment and trading performance reports
- Broker statement importing and manual transaction entry with locally stored financial records
- Investment return calculations accounting for commissions, taxes, dividends, and bond coupons
- Stock, currency, futures, and options transaction analysis with realized profit calculations
- Portfolio allocation monitoring with average purchase prices and XIRR performance metrics
- Cash flow tracking, tax liability estimation, and historical investment performance visualization
Project Samples
