Dashboard showing performance trend of portfolio for different years
Track the performance of an investment portfolio
An open source tool to calculate the overall performance of an investment portfolio - across all accounts - using True-Time Weighted Return or Internal Rate of Return.
Record the full history of your transactions: purchases, sales, taxes, fees, ...
Calculate performance indicators such as the True-Time Weighted Rate of Return or the Internal Rate of Return (IRR) for your holdings.
Update historical quotes from a variety of sources: Yahoo Finance, Finnhub.io, Quandl, or AlphaVantage. Alternatively, scrape quotes from HTML pages or JSON documents.
All data is stored in XML for further processing and can be exported as CSV or JSON.
Rebalance your investment portfolio based on a freely defined Asset Allocation.
Keep foreign currency accounts using the exchange rates published by the European Central Bank (ECB).
Muudatused versioonis 0.81.0
6 päeva eest
(Pakendatud 5 päeva eest)
New: Updated to the Eclipse 2025-12 framework.
New: Added a search filter to the Security Performance view.
New: Added an option to group trades by taxonomy in the Trades view.
New: Added an option for a flat view (disable taxonomy grouping) in the Statement of Assets.
New: Added Ford Money, Debitum Investments, and Schelhammer Capital Bank AG PDF importers.
New: Added average columns to the Payments view showing monthly, quarterly, or yearly averages.
Improvement: The input dialog now presets the transaction date from the last entry.
Improvement: CSV import now calculates the exchange rate if not provided for forex gross values.
Improvement: Added a CSV import template for Targobank bank account transactions.
Improvement: Added an experimental option to enable monitor-specific scaling.
Improvement: Extended Interactive Brokers Flex Query (IBFlex) exchange support and improved currency conversion handling.
Improvement: Enhanced PDF importers for Suresse Direkt Bank, Schelhammer Capital, Baader Bank, Saxo Bank, comdirect, Deutsche Bank, Consorsbank, Scalable Capital, DKB, easybank, Trade Republic, flatex, DADAT Bank, Deutsche Postbank, Bourse Direct, Tradegate AG, Hypothekarbank Lenzburg, Yuh, and PostFinance.
Fix: Fixed dividend rate of return calculations when currencies differ.
Fix: Fixed unescaped tooltip labels.
Kogukonna poolt arendatud rakendus
Seda rakendust arendatakse avatud meetodil rahvusvahelise kogukonna poolt ning ta on avaldatud järgneva(te) litsentsi(de) alusel: Eclipse Public License 1.0.
