Compare the Top Portfolio Analysis Tools that integrate with HTML as of October 2025

This a list of Portfolio Analysis tools that integrate with HTML. Use the filters on the left to add additional filters for products that have integrations with HTML. View the products that work with HTML in the table below.

What are Portfolio Analysis Tools for HTML?

Portfolio analysis tools are software platforms that help investors, asset managers, and financial analysts assess and optimize investment portfolios. These tools typically provide features for analyzing the performance of individual assets and entire portfolios, including return on investment (ROI), risk metrics, asset allocation, and diversification. Portfolio analysis tools also allow users to track historical performance, evaluate market trends, and simulate different investment strategies. By using these tools, users can make data-driven decisions to optimize their portfolios, reduce risks, and align their investments with financial goals. Compare and read user reviews of the best Portfolio Analysis tools for HTML currently available using the table below. This list is updated regularly.

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    Portfolio Performance

    Portfolio Performance

    Portfolio Performance

    ​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.
    Starting Price: Free
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