Average Ratings 0 Ratings
Average Ratings 1 Rating
Description
The Portfolio Performance tool is a free and open-source application that helps users assess the overall performance of their investment portfolios across multiple accounts. It allows individuals to meticulously track their entire transaction history, documenting various activities such as purchases, sales, fees, and taxes. The tool can retrieve historical quotes from a variety of platforms including Yahoo Finance, Finnhub.io, Quandl, and AlphaVantage, and it also has the capability to scrape data from HTML pages or JSON files. Data management is facilitated through XML storage, allowing for easy exports to formats like CSV or JSON for further analysis. Users can adjust their investment portfolios according to a custom asset allocation strategy and manage foreign currency accounts by utilizing exchange rates provided by the European Central Bank (ECB). Additionally, the application supports data imports from both CSV files and PDF documents, while generating comprehensive reports that feature detailed asset statements and performance metrics. This functionality makes it a versatile tool for anyone looking to optimize their investment strategies.
Description
The Exchange Rates API is a straightforward and efficient free service that provides both current and historical rates for foreign currencies and cryptocurrencies. It offers reliable and up-to-date EU VAT rates, which are obtained directly from the databases of the European Commission. Designed to accommodate thousands of requests per second, the Exchange Rates API has undergone rigorous testing and is continuously monitored for performance. Users can seamlessly integrate it with their preferred libraries that they already utilize regularly. With guarantees on availability and the ability to scale seamlessly, the API delivers responses in mere milliseconds. The currency data supplied is sourced from reputable financial data providers and banks, including the European Central Bank, ensuring accuracy and reliability. Additionally, the API features distinct endpoints tailored for individual currency conversions and time-series data analysis, making it versatile for various applications. Consequently, it provides a comprehensive solution for developers and businesses looking to integrate currency data efficiently.
API Access
Has API
No
API Access
Has API
Yes
Integrations
Alpha Vantage
Yes
Blotout
No
Finnhub
Yes
Google Sheets
Yes
HTML
Yes
JSON
Yes
Meltano
No
Microsoft Excel
Yes
Quandl
Yes
XML
Yes
Integrations
Alpha Vantage
No
Blotout
Yes
Finnhub
No
Google Sheets
No
HTML
No
JSON
No
Meltano
Yes
Microsoft Excel
No
Quandl
No
XML
No
Pricing Details
Free
Free Trial
No
Free Version
Yes
Pricing Details
No price information available.
Free Trial
No
Free Version
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Vendor Details
Company Name
Portfolio Performance
Country
Germany
Website
www.portfolio-performance.info/
Vendor Details
Company Name
exchangerate.host
Country
Slovak Republic
Website
exchangerate.host/