Description
Holding a pile of stocks and funds spread across several brokers, unsure how much you've actually made or the annualized return? Portfolio Performance is built for this—it aggregates holdings from all accounts and computes the true return of the whole portfolio. It uses money-weighted returns (not just paper gains), factoring in dividends, fees and currency. Rich charts show allocation, trends and risk. Cross-platform, free and open source.
True returns: money-weighted return algorithm reflecting real performance.
Complete records: dividends, fees and currency changes all counted.
Asset analysis: allocation and diversification by class, region, currency.
Cross-platform: free and open source on Windows, macOS, Linux.
Features
True returns: money-weighted return algorithm reflecting real performance.
Complete records: dividends, fees and currency changes all counted.
Asset analysis: allocation and diversification by class, region, currency.
Cross-platform: free and open source on Windows, macOS, Linux.
