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About

The world's most modern portfolio tracker. Track all your assets in one place—traditional & crypto. Supports global banks, brokerages, stocks & currencies. Get your stocks in order. Connect your online brokerage accounts, or add individual stocks to track their value in real-time. Get latest balances from your crypto wallets and exchange accounts, or simply add the coins to track the value of your crypto portfolio in your native currency. Connects to over 20,000 banks worldwide. Kubera uses industry-leading account aggregation technology to give you reliable connectivity to thousands of online banks around the world. Track the value of your homes with real-time market data from Zillow (US only). Track the real-time value of your cars, trucks, and automobiles. Track the estimated market value of the web domain names you own. Kubera supports nearly every global currency. Add your Yens with your Euros to create a global dashboard and see their values in your local currency.

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.

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Platforms Supported

Windows
Mac
Linux
Cloud
On-Premises
iPhone
iPad
Android
Chromebook

Audience

Individuals or organizations that need a portfolio tracker to manage traditional and crypto assets

Audience

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

Support

Phone Support
24/7 Live Support
Online

Support

Phone Support
24/7 Live Support
Online

API

Offers API

API

Offers API

Screenshots and Videos

Screenshots and Videos

Pricing

$12 per month
Free Version
Free Trial

Pricing

Free
Free Version
Free Trial

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

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

Training

Documentation
Webinars
Live Online
In Person

Training

Documentation
Webinars
Live Online
In Person

Company Information

Kubera
www.kubera.com

Company Information

Portfolio Performance
Germany
www.portfolio-performance.info/

Alternatives

Alternatives

Diversiview

Diversiview

LENSELL

Categories

Categories

Integrations

AliExpress
Alpha Vantage
Binance
BitMEX
Bitfinex
DataCandy
Finnhub
Gate.io
Google Sheets
HTML
HitBTC
KuCoin
Ledger
Microsoft Excel
MyEtherWallet (MEW)
Nifty
PayPal
Poloniex
Wise

Integrations

AliExpress
Alpha Vantage
Binance
BitMEX
Bitfinex
DataCandy
Finnhub
Gate.io
Google Sheets
HTML
HitBTC
KuCoin
Ledger
Microsoft Excel
MyEtherWallet (MEW)
Nifty
PayPal
Poloniex
Wise
Claim Kubera and update features and information
Claim Kubera and update features and information
Claim Portfolio Performance and update features and information
Claim Portfolio Performance and update features and information