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About

Explore new opportunities, navigate market volatility, and deliver exceptional client experiences with the power of Morningstar at your fingertips. Maximize client engagement with the gold standard for long-term investment information. Power thoughtful investment analysis and clearly communicate insights using adaptable technology, built with Morningstar investment intelligence. Meet investors’ priorities with purpose-built portfolios and indexes that channel a long-term ethos. At a time when changing consumer demands and modernization of experiences are a part of every business decision, Morningstar can help you deliver personalization at scale. Discover new ambitions for your practice with innovative ways to engage new clients, expand wallet share with existing clients, and maximize lifetime customer value. Leverage Morningstar as your competitive advantage. Build investments, analytics, and a story-telling engine with world-class investment information.

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

Businesses and investors looking for a platform to get insights, time-tested data, research, and investment opportunities

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

No information available.
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

Morningstar
Founded: 1984
United States
www.morningstar.com

Company Information

Portfolio Performance
Germany
www.portfolio-performance.info/

Alternatives

Alternatives

Diversiview

Diversiview

LENSELL
Atom

Atom

Atom Finance

Categories

Categories

Integrations

Alpha Vantage
AlternativeSoft
Broadridge 15(c) Board Reporting
FA Solutions
Finnhub
Fintech Sandbox
Google Sheets
HTML
JSON
Magnifi
MoneyGuide
Pontera
Quandl
RightCapital
SmartOffice
Wealth-Lab
XML
Yahoo Finance
bitsCrunch
cXchange

Integrations

Alpha Vantage
AlternativeSoft
Broadridge 15(c) Board Reporting
FA Solutions
Finnhub
Fintech Sandbox
Google Sheets
HTML
JSON
Magnifi
MoneyGuide
Pontera
Quandl
RightCapital
SmartOffice
Wealth-Lab
XML
Yahoo Finance
bitsCrunch
cXchange
Claim Morningstar and update features and information
Claim Morningstar and update features and information
Claim Portfolio Performance and update features and information
Claim Portfolio Performance and update features and information