+
+

Related Products

  • Sharesight
    566 Ratings
    Visit Website
  • TradingView Stock Widgets
    16 Ratings
    Visit Website
  • eToro
    31,115 Ratings
    Visit Website
  • Summ
    792 Ratings
    Visit Website
  • EazyStock
    65 Ratings
    Visit Website
  • Flowlens
    39 Ratings
    Visit Website
  • Vibe Retail
    83 Ratings
    Visit Website
  • Planview Portfolios
    201 Ratings
    Visit Website
  • BYDFi
    5,934 Ratings
    Visit Website
  • IUX
    927 Ratings
    Visit Website

About

Our model portfolios have beaten the benchmark by multiples by investing in a disciplined manner over the long term​. Beat the benchmark across time periods and every year since inception. Generate much higher returns per unit of risk taken. With drawdown (maximum loss) lower than the market in the time period. We have generated multi-bagger after multi-bagger for the last 5 years now. Along with a high stock rating the stocks also have to be approved by our investment committee to ensure only the best stocks qualify. Get the best stocks in all market cap categories and the top-rated stocks across the market. Portfolio optimizer helps you create a more robust portfolio by helping you invest the right amount in the right stocks. Always stay invested in the highest quality stocks along with the highest positive trends in the short term. Market dynamics are changing faster than ever, and we ensure your portfolio only wins with these dynamics.

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

Investors seeking a platform to get stock recommendations, manage their portfolio and visualize charts

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

$67.23 per year
Free Version
Free Trial

Pricing

Free
Free Version
Free Trial

Reviews/Ratings

Overall 3.0 / 5
ease 2.5 / 5
features 3.0 / 5
design 2.0 / 5
support 2.5 / 5

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

MarketsMojo
India
www.marketsmojo.com/mojo/mpcombo

Company Information

Portfolio Performance
Germany
www.portfolio-performance.info/

Alternatives

Alternatives

Diversiview

Diversiview

LENSELL

Categories

Categories

Integrations

Alpha Vantage
Finnhub
Google Sheets
HTML
JSON
Microsoft Excel
Quandl
XML
Yahoo Finance

Integrations

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