Portfolio Performance is a tool to calculate the overall performance of an investment portfolio – across all accounts
It uses True-Time Weighted Return or Internal Rate of Return for the calculations.
The software is free and open source software.
The documentation is in German.
- Deposit accounts.
- Securities accounts.
- Investment plans.
- Statement of assets:
- Return / Volatility.
- Statement of assets:
- Currencies with charting and a currency converter.
- Export to CSV format.
- Import: PDF bank documents, CSV, various templates, and Interactive Brokers: Activity Flex Query files.
- Internationalization support – translations available for Czech, Dutch, French, Italian, Portuguese, Russian, and Spanish.
- Cross-platform support – runs under Linux, macOS, and Windows.
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