Portfolio Performance

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).

• Homepage: Visit
• Translate: Contribute
• Bug tracker: Report an issue
• Keywords: finance, portfolio, investment