Empower Portfolio Performance

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Empower:

About

Financial professionals who listen, tools that deliver. Get robust technology working seamlessly with highly skilled fee-based financial professionals to deliver a truly personalized solution for you. Experience financial transparency like never before. Our financial professionals can help you build a Personal Strategy around your unique goals and preferences, then implement it in a portfolio that’s tax optimized, risk minimized and regularly rebalanced to match your ever- changing situation. Whether you’re looking for more investment solutions or sophisticated financial management, we can help you build a diversified portfolio around all the things you care about.
Portfolio Performance:

About

​Portfolio Performance is an open source tool designed to calculate the overall performance of an investment portfolio across all accounts. Users can record the full history of transactions, including purchases, sales, taxes, and fees. It allows updating historical quotes from various sources such as Yahoo Finance, Finnhub.io, Quandl, or AlphaVantage, and also supports scraping quotes from HTML pages or JSON documents. All data is stored in XML for further processing and can be exported as CSV or JSON. Portfolio Performance enables users to rebalance their investment portfolios based on a freely defined asset allocation and supports foreign currency accounts using exchange rates published by the European Central Bank (ECB). It supports importing data from CSV files and PDF documents, and provides detailed reports including statements of assets and performance calculations.
Empower:

Platforms Supported

Windows Not Supported
Mac Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported
Portfolio Performance:

Platforms Supported

Windows Supported
Mac Supported
Linux Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported
Empower:

Audience

Investors in need of a holistic wealth management service that helps with financial transparency
Portfolio Performance:

Audience

Financial enthusiasts requiring a tool to track, analyze, and optimize their diverse investment portfolios across various asset classes
Empower:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
Portfolio Performance:

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported
Empower:

API

Offers API Not Supported
Portfolio Performance:

API

Offers API Not Supported
Empower:

Screenshots and Videos

Portfolio Performance:

Screenshots and Videos

Empower:

Pricing

Free
Free Version Supported
Free Trial Not Supported
Portfolio Performance:

Pricing

Free
Free Version Supported
Free Trial Not Supported
Empower:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Portfolio Performance:

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

Review this Software
Empower:

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Not Supported
Portfolio Performance:

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported
Empower:

Company Information

Empower
United States
www.empower.com
Portfolio Performance:

Company Information

Portfolio Performance
Germany
www.portfolio-performance.info/
Empower:

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Empower:
Portfolio Performance:
Empower:
Portfolio Performance:
Empower:
Portseido

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Portfolio Performance:
Empower:

Categories

Portfolio Performance:

Categories

Portfolio Analysis Supported
Empower:

Integrations

APS Payroll Supported
Alpha Vantage Not Supported
Finnhub Not Supported
Google Sheets Not Supported
HTML Not Supported
JSON Not Supported
Microsoft Excel Not Supported
Quandl Not Supported
XML Not Supported
Yahoo Finance Not Supported
Portfolio Performance:

Integrations

APS Payroll Not Supported
Alpha Vantage Supported
Finnhub Supported
Google Sheets Supported
HTML Supported
JSON Supported
Microsoft Excel Supported
Quandl Supported
XML Supported
Yahoo Finance Supported
Empower:
Claim Empower and update features and information
Claim Empower and update features and information
Portfolio Performance:
Claim Portfolio Performance and update features and information
Claim Portfolio Performance and update features and information