This is the Windows app named Portfolio Performance whose latest release can be downloaded as 0.81.4sourcecode.tar.gz. It can be run online in the free hosting provider OnWorks for workstations.
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SCREENSHOTS
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Portfolio Performance
DESCRIPTION
Portfolio Performance: Track and evaluate the performance of your investment portfolio across stocks, cryptocurrencies, and other assets. Performance indicators like that True-Time Weighted Rate of Return or the internal rate of return ( Internal rate of return ) are calculated. Historical courses are automatically run by Yahoo Finance loaded or can be extracted from any HTML pages. Due to the open file format, all data is available as XML available or can be used as CSV be exported. Support for Rebalancing based on freely definable Asset allocations. With the help of the historical exchange rates of the European Central Bank ( ECB ) accounts and shares can be held in foreign currency.
Features
- A Open source Program for calculating the performance of an overall portfolio
- Across different depots and accounts
- True-Time Weighted Rate of Return and internal rate of return
- The full history of all bookings can be recorded: purchases, sales, taxes, fees, etc.
- Due to the open file format, all data is available as XML available or can be used as CSV be exported
- Support for Rebalancing based on freely definable Asset allocations
Programming Language
Java
Categories
This is an application that can also be fetched from https://sourceforge.net/projects/portfolio-performance.mirror/. It has been hosted in OnWorks in order to be run online in an easiest way from one of our free Operative Systems.
