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.
  • Does quotes and currency conversion
  • Extensive product classifications including GICS industry/sector, asset class, region, et al
  • Get the return, income and tax components, volatility, start and end values, etc. for any date window needed, in a variety of displays
  • View the whole portfolio as a comprehensive list of transactions (buy, sell, div, split, consolidation, etc)
  • CSV, XML import/export
  • Flatpak available
  • Help available: https://forum.portfolio-performance.info/c/english/16