Productivity · Flathub
Portfolio Performance v0.90.0
Track the performance of an investment portfolio
From Flathub, not verified with cpak
This app comes from Flathub and has not been tested with cpak yet. cpak checks it against the Flathub signing key and runs it in its own sandbox, without Flatpak on the system, but some features may not work. How Flathub apps work in cpak
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).
Package details
- Application ID
- info.portfolio_performance.PortfolioPerformance
- Source
- Flathub
- Developer
- Andreas Buchen
- License
- EPL-1.0
