Portfolio Performance
Open-source portfolio management for tracking performance across multiple accounts
About 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
You can import transactions by using the 'Transaktionsexport' feature, which allows you to upload your Trade Republic CSV file into Portfolio Performance.
Yes, Portfolio Performance supports importing bookings from PDF files. There is a dedicated guide available for this process.
Rebalancing can be done using the built-in rebalancing tools in Portfolio Performance. There are specific tutorials and explanations available, including a guide on the Delta-%-indicator.
You can load current and historical gold and silver prices directly within Portfolio Performance. There is a guide explaining how to do this.
There is a guide available that explains how to configure a proxy for Portfolio Performance.
You can change the reference account for your deposit by following the instructions provided in the relevant guide.
Yes, there is a mobile app available for Portfolio Performance. Tutorials for using the mobile app are also provided.
You can create and use classifications by following the guide available in the help section. This includes instructions for setting up and managing classifications.
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