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About

We built Palance because investing shouldn’t feel like guessing. Most platforms overwhelm you with data but stop short of showing what actually matters. At Palance, we bring clarity to every decision, unifying your assets across markets, highlighting exposures, uncovering hidden risks, and surfacing smarter insights through intuitive design. From our own frustration as investors, we created Palance to be the platform we wished existed, one that’s powerful enough for professionals yet accessible to anyone who wants to invest with confidence. With deeper analytics, better coverage, and a cleaner experience, Palance empowers you to see your portfolio the way it truly is, and make decisions that align with your goals.

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

Active Investors, Passive Investors, Traders

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

No images available

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

Palance
Founded: 2022
Japan
www.palance.co

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 Palance and update features and information
Claim Palance and update features and information
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Claim Portfolio Performance and update features and information