Patch My PC Ideas & Feedback
A community where customers and the community can provide feedback to make a better product for everyone! For more details on how we prioritize requests, please see:
A community where customers and the community can provide feedback to make a better product for everyone! For more details on how we prioritize requests, please see:
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.
Since the beginning of 2012, Portfolio Performance has been available to calculate the performance of an overall portfolio – across various depots and accounts – based on the True-Time Weighted Rate of Return and the internal rate of return.
Portfolio Performance is a simple and powerful tool for managing your securities portfolio. With Portfolio Performance, you can:
track the composition and development of your securities portfolio with meaningful overviews, key figures, and charts.
track historical price developments of securities and your purchases and sales.
classify the securities in your portfolio according to your needs and visualize the composition, e.g., by asset classes and regions.
define and track your portfolio strategy with your planned asset allocation and ensure rebalancing.
create a comprehensive view across multiple depots and clearing accounts.
quickly and conveniently import statements from online banks and brokers.
