Portfolio Performance logo

Portfolio Performance

Manages portfolio performance across multiple accounts using true-time weighted rate of return and internal rate of return.

Made by Andreas Buchen

  • finance-software

  • finance-management

  • stock-market

  • financial

  • Portfolio

  • Cryptocurrency

  • charting

  • Personal Finance

  • finances

What is Portfolio Performance?

This open source portfolio management software written in Java allows users to track the performance of their overall investment portfolio, including multiple accounts and sub-accounts. It calculates the true-time weighted rate of return and internal rate of return for the entire portfolio. The application's user interface is in English, regardless of the system language, though the website is in German

Highlights

  • Calculates true-time weighted rate of return and internal rate of return for overall portfolio
  • Supports tracking performance across multiple accounts and sub-accounts
  • Provides portfolio-level performance metrics
  • Open source software written in Java

Platforms

  • Windows
  • Linux
  • Mac

Languages

  • English

Social

Features

    • Chart of prices over time

    • Crypto Portfolio Tracker

    • Bitcoin Price Ticker

    • Portfolio Tracking