Portfolio Performance

Open-source portfolio management for tracking performance across multiple accounts

À propos 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.

FAQ

Alternatives à considérer

Voir toutes les alternatives

Sharesight

Track your investment portfolio with automated price updates, dividend tracking, performance analytics, and tax reporting.

Ghostfolio

Track and optimize your investment portfolio effortlessly

Spacebase

Modern lease management software for finance and real estate teams

Yahoo! Finance

Yahoo Finance offers free stock quotes, real-time news, portfolio tools, global market data, and mortgage rates to help you manage your financial life.

JStock

Simplify stock investment tracking with JStock's intuitive tools and global market data

Finary

Comprehensive wealth management platform for tracking, optimizing, and investing assets

Wealthfolio

Track your investments privately with an open-source wealth management tool

getquin

All-in-one wealth management platform for tracking, analyzing, and optimizing your financial portfolio

Kubera

Modern wealth management with comprehensive net worth tracking

AllInvestView

Comprehensive investment tracker for stocks, crypto, real estate, and more with tax reporting and analytics

Snowball Analytics

Comprehensive investment tracking for smarter portfolio management

Capitally

Comprehensive portfolio tracker for smarter investment decisions

Portseido

All-in-one investment tracker for stocks, ETFs, and crypto

Beanvest

Identify top-tier stocks with Beanvest's quality-focused investment approach

PortfolioTrackr

Track and manage your investment portfolio across multiple brokers

Palance.co

Advanced portfolio analytics for smarter investment decisions

TrackinV

Accurate investment performance tracking for self-directed investors

StockMarketEye

Monitor and manage your investments with ease

Statmetrics

Mobile app for advanced portfolio analytics and investment management

Badges

Faites la promotion de Portfolio Performance et donnez-lui plus de visibilité en ajoutant ces badges à votre site web, votre documentation ou votre fiche produit. Chaque badge renvoie vers la page de Portfolio Performance sur Webfolio.

Style du badge

Couleur

Monochrome

Sombre

<a href="https://www.webfolio.to/tools/portfolio-performance?utm_source=badge&utm_campaign=badge" target="_blank" rel="noopener noreferrer"><img src="https://www.webfolio.to/badges/featured_color.svg" alt="Mis en avant sur Webfolio" style="max-width: 150px" /></a>

Catégories

Finance

Revendiquer cet outil

Vous êtes le fondateur ? Revendiquez votre profil pour mettre à jour les détails et suivre les vues.

Connectez-vous pour revendiquer