Portfolio Performance for Linux

Track the performance of an investment portfolio

Overview

Portfolio Performance is a software designed for Linux users to help track how well an investment portfolio is doing.

It is an open source tool that can handle multiple accounts and gives a clear picture of overall portfolio performance.

The software uses important financial measures like the True-Time Weighted Rate of Return and the Internal Rate of Return (IRR) to show how your investments grow over time.

This program lets you record all your investment history, including purchases, sales, taxes, and fees.

It can update past stock prices and other quotes by connecting to sources such as Yahoo Finance, Finnhub.io, Quandl, or AlphaVantage.

If needed, it can also collect data from web pages or JSON files.

All your investment data is saved in XML format, which is easy to use for other applications.

You can also export this information in CSV or JSON formats.

One useful feature is the ability to rebalance your portfolio based on your chosen asset allocation.

If you hold accounts in different currencies, Portfolio Performance can manage foreign currency rates using the exchange rates published by the European Central Bank.

This software fits users who prefer a Linux platform and want a reliable, open source option to track and analyze their investments using advanced finance techniques.

However, there is no information about how easy it is to use or if it works on other platforms.

Currency exchange options are limited, which might affect some users working with multiple international currencies.

Overall, Portfolio Performance is a solid choice for Linux users who need a precise tool for managing investment portfolios.

Pros

  • Open source tool for calculating overall investment portfolio performance across multiple accounts.
  • Supports performance indicators such as True-Time Weighted Rate of Return and Internal Rate of Return.
  • Can update historical quotes from various sources and export data in XML, CSV, or JSON formats.

Cons

  • No information provided about user interface or ease of use.
  • No mention of support for platforms other than Linux.
  • Currency exchange rates are limited to those published by the European Central Bank.

Software details

Platform
Linux
Free license
Yes
Project license
EPL-1.0
Mobile friendly
No
Bug tracker
https://github.com/portfolio-performance/portfolio/issues
Translate
https://poeditor.com/join/project?hash=4lYKLpEWOY

Keywords

finance portfolio investment

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