Portfolio Performance
Open-source portfolio performance calculator for multiple accounts and currencies.
Portfolio Performance is an open-source desktop application for calculating the performance of an entire investment portfolio across multiple accounts and depositories. It supports tracking all transaction history (buys, sells, taxes, fees), calculates True-Time Weighted Rate of Return and Internal Rate of Return, loads historical prices from various sources (HTML, JSON, Yahoo, Leeway, TwelveData, Alpha Vantage, CoinGecko and more), and includes a built-in price provider for German and US stocks. Data is stored in an open XML format and can be exported as CSV. It also supports rebalancing based on freely definable asset allocations and automatically loads historical exchange rates from the European Central Bank.
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