Related Products
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About
FXProof is a B2B SaaS for creating signed, verifiable proof documents for official exchange rates. Each reusable proof bundle preserves the selected official source, rate date, dataset details, document ID, payload hash, signature status, and public verification data. It helps accounting and finance teams, bookkeeping and tax practices, auditors, compliance teams, small businesses, freelancers, and software providers document the exchange rate used for invoices, expenses, accounting entries, tax files, internal controls, audits, and dispute reviews. Supported sources include the European Central Bank, HMRC, the Federal Reserve, the Bank of Canada, and the National Bank of Kazakhstan. Users can view proof samples, verify an existing document without an account, retrieve ready proof bundles in the web application, and automate the same workflow through the API. FXProof is not a currency exchange, trading platform, or provider of investment, legal, accounting, or tax advice.
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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.
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Platforms Supported
Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook
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Audience
Accounting and finance teams, bookkeeping and tax practices, auditors, compliance and internal-control teams, small businesses, freelancers, consultants, and fintech or accounting software providers that need to document and later verify the official exchange rate used in a business record.
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Audience
Financial enthusiasts requiring a tool to track, analyze, and optimize their diverse investment portfolios across various asset classes
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Support
Phone Support
24/7 Live Support
Online
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Support
Phone Support
24/7 Live Support
Online
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API
Offers API
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API
Offers API
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Screenshots and Videos |
Screenshots and Videos |
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Pricing
Free; From €59/month
Free Basic plan includes up to 1,500 API requests and 5 proof bundles per month, with access to one year of historical data.
Paid plans start at €59 per month. Higher-volume plans provide increased API and proof limits, higher request capacity, and access to a deeper historical archive. Monthly and annual billing options are available. Searching for a proof, reusing an existing proof bundle, and downloading it again do not consume an additional proof allowance.
Free Version
Free Trial
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Pricing
Free
Free Version
Free Trial
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Reviews/
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Reviews/
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Training
Documentation
Webinars
Live Online
In Person
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Training
Documentation
Webinars
Live Online
In Person
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Company InformationFXProof
Founded: 2025
Kazakhstan
fxproof.org
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Company InformationPortfolio Performance
Germany
www.portfolio-performance.info/
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Categories |
Categories |
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Compliance Features
Archiving & Retention
Artificial Intelligence (AI)
Audit Management
Compliance Tracking
Controls Testing
Environmental Compliance
FDA Compliance
HIPAA Compliance
Incident Management
ISO Compliance
OSHA Compliance
Risk Management
Sarbanes-Oxley Compliance
Surveys & Feedback
Version Control
Workflow / Process Automation
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Integrations
Alpha Vantage
Finnhub
Google Sheets
HTML
JSON
Microsoft Excel
Quandl
XML
Yahoo Finance
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Integrations
Alpha Vantage
Finnhub
Google Sheets
HTML
JSON
Microsoft Excel
Quandl
XML
Yahoo Finance
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