Portfolio Performance
Portfolio Performance is an open source tool for analyzing the performance of investment portfolios. It allows you to track stocks, funds, ETFs, currencies, crypto and other assets to see realized and unrealized gains, asset allocation, transactions, etc. Useful for DIY investors
portfolio
investment
stocks
funds
etfs
currencies
crypto
assets
gains
allocation
transactions
Portfolio Performance: Open Source Portfolio Analysis Tool
Analyze investment portfolio performance with real-time tracking of stocks, funds, ETFs, currencies, crypto and other assets. Monitor realized & unrealized gains, asset allocation and transactions.
What is Portfolio Performance?
Portfolio Performance is an open source, cross-platform software tool designed to help investors track and analyze the performance of their investment portfolios. It supports importing transaction data from various brokers and data sources and using that data to generate detailed performance statistics and insightful reports.
Some of the key features of Portfolio Performance include:
- Performance measurement - calculate overall portfolio return as well as returns for individual assets based on time-weighted rates of return and other methodologies.
- Asset allocation analysis - view allocation across different asset classes and categories to analyze diversification.
- Index comparison - compare your portfolio's performance to common indices like S&P 500 to benchmark success.
- Tax estimation - estimate realized and unrealized capital gains/losses for tax planning purposes.
- Customizable reporting - generate custom HTML and PDF reports to visualize performance data.
- Transaction importing - import buy/sell transactions from files or integrate with various brokers.
- Free and open source - can be downloaded and used by anyone completely free.
By providing portfolio tracking and analysis capabilities on par with expensive paid solutions, Portfolio Performance offers DIY investors an invaluable tool for optimizing their investment strategy and better managing their assets.
Portfolio Performance Features
Features
- Performance analysis of stocks, funds, ETFs, currencies, cryptocurrencies
- Calculation of realized and unrealized gains
- Asset allocation tracking
- Transaction logging
- Customizable reports and charts
Pricing
- Open Source
Pros
Free and open source
Supports wide range of asset classes
Flexible transaction logging
Customizable and extensible
Cons
Steep learning curve
Limited mobile support
Manual data entry can be tedious
Official Links
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