Portfolio Performance

Open-source portfolio management for tracking performance across multiple accounts

Acerca de Portfolio Performance

Portfolio Performance is an open-source tool designed to calculate the performance of your entire investment portfolio, spanning multiple accounts and deposits. It supports true-time weighted rate of return and internal rate of return calculations, imports historical market data from various sources, and allows for custom asset allocation rebalancing. Data is stored in an open XML format and can be exported as CSV for further analysis.

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Categorías

Finance

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