FXProof Portfolio Performance

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FXProof:

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.
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.
FXProof:

Platforms Supported

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

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.
Portfolio Performance:

Audience

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

Support

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

Support

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

API

Offers API Supported
Portfolio Performance:

API

Offers API Not Supported
FXProof:

Screenshots and Videos

Portfolio Performance:

Screenshots and Videos

FXProof:

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 Supported
Free Trial Not Supported
Portfolio Performance:

Pricing

Free
Free Version Supported
Free Trial Not Supported
FXProof:

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
FXProof:

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
FXProof:

Company Information

FXProof
Founded: 2025
Kazakhstan
fxproof.org
Portfolio Performance:

Company Information

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

Alternatives

Portfolio Performance:

Alternatives

Portseido

Portseido

5.0 out of 5 stars
FXProof:
Portfolio Performance:
Diversiview

Diversiview

LENSELL
FXProof:
Portfolio Performance:
FXProof:
Airtm

Airtm

1.7 out of 5 stars
Portfolio Performance:
FXProof:
Portfolio Performance:
FXProof:

Categories

Compliance Supported
Portfolio Performance:

Categories

Portfolio Analysis Supported
FXProof:

Compliance Features

Archiving & Retention Supported
Artificial Intelligence (AI) Not Supported
Audit Management Not Supported
Compliance Tracking Not Supported
Controls Testing Not Supported
Environmental Compliance Not Supported
FDA Compliance Not Supported
HIPAA Compliance Not Supported
Incident Management Not Supported
ISO Compliance Not Supported
OSHA Compliance Not Supported
Risk Management Not Supported
Sarbanes-Oxley Compliance Not Supported
Surveys & Feedback Not Supported
Version Control Not Supported
Workflow / Process Automation Supported
FXProof:

Integrations

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

Alpha Vantage Supported
Finnhub Supported
Google Sheets Supported
HTML Supported
JSON Supported
Microsoft Excel Supported
Quandl Supported
XML Supported
Yahoo Finance Supported
FXProof:
Claim FXProof and update features and information
Claim FXProof and update features and information
Portfolio Performance:
Claim Portfolio Performance and update features and information
Claim Portfolio Performance and update features and information