Audience
Financial enthusiasts requiring a tool to track, analyze, and optimize their diverse investment portfolios across various asset classes
About 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.
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Pricing
Starting Price:
Free
Free Version:
Free Version available.
Integrations
Company Information
Portfolio Performance
Germany
www.portfolio-performance.info/
Videos and Screen Captures
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Product Details
Platforms Supported
Cloud
Windows
Mac
Linux
iPhone
iPad
Android
Training
Documentation
In Person
Support
Phone Support
Online
Portfolio Performance Frequently Asked Questions
Q: What kinds of users and organization types does Portfolio Performance work with?
Portfolio Performance works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Portfolio Performance support in their product?
Portfolio Performance supports these languages: English.
Q: What kind of support options does Portfolio Performance offer?
Portfolio Performance offers support via phone support and online.
Q: What other applications or services does Portfolio Performance integrate with?
Portfolio Performance integrates with: Alpha Vantage, Microsoft Excel, Finnhub, Google Sheets, HTML, JSON, Quandl, XML, and Yahoo Finance.
Q: Does Portfolio Performance have a mobile app?
Yes, Portfolio Performance has a mobile app for Android, iPhone, and iPad.
Q: What type of training does Portfolio Performance provide?
Portfolio Performance provides training in the form of documentation and in person.
Q: How much does Portfolio Performance cost?
Pricing for Portfolio Performance starts at Free.
