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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 

Screenshots View All

Screenshots View All

Integrations

Alpha Vantage Yes 
Blotout No 
Finnhub Yes 
Google Sheets Yes 
HTML Yes 
JSON Yes 
Meltano No 
Microsoft Excel Yes 
Quandl Yes 
XML Yes 
Yahoo Finance 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 
Yahoo Finance 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/

Product Features

Product Features

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