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What is Portfolio Performance?

The Portfolio Performance tool is a completely free and open-source application designed to assist users in evaluating the performance of their investment portfolios across various accounts. It enables users to carefully monitor their entire transaction history, recording activities such as purchases, sales, fees, and taxes in detail. The tool is capable of retrieving historical quotes from numerous platforms, including Yahoo Finance, Finnhub.io, Quandl, and AlphaVantage, and also possesses the ability to scrape data from HTML pages or JSON files. Data management is made efficient through the use of XML storage, ensuring that users can easily export their information into formats such as CSV or JSON for further analysis. Users are empowered to tailor their investment portfolios based on a custom asset allocation strategy and manage foreign currency accounts by leveraging exchange rates provided by the European Central Bank (ECB). Furthermore, the application accommodates data imports from both CSV files and PDF documents while generating in-depth reports that include detailed asset statements and performance metrics. This array of features not only enhances user experience but also makes it an indispensable tool for anyone aiming to refine their investment strategies effectively. Ultimately, the combination of versatility and user-friendly design positions the Portfolio Performance tool as a valuable resource in the investment landscape.

What is Alpha Vantage?

Alpha Vantage Inc. has built strategic partnerships with leading exchanges and institutions worldwide, positioning itself as a premier provider of APIs for stock market data, foreign exchange (FX), and information feeds for both digital and cryptocurrency sectors. The company's success is driven by in-depth research, cutting-edge technology, and a strong commitment to democratizing access to data for everyone. Their API offerings are divided into four main categories: (1) Time Series Stock APIs, (2) Fundamental Data, (3) Physical and Digital/Crypto Currencies (including Bitcoin), and (4) Technical Indicators. This extensive range of products not only highlights their versatility but also underscores their commitment to catering to both individual investors and institutional clients. Moreover, by continually adapting to market changes, Alpha Vantage ensures that its solutions remain relevant and valuable to a diverse audience.

Media

Media

Integrations Supported

Microsoft Excel
AWS Data Exchange
Alpha Vantage
Anything
Finnhub
Google Sheets
HTML
JSON
Junos Traffic Vision
Kadabra
Microsoft 365
Pipedream
Portfolio Performance
PortfolioShop
Quandl
Quantower
Quickwork
Rows
XML
Yahoo Finance

Integrations Supported

Microsoft Excel
AWS Data Exchange
Alpha Vantage
Anything
Finnhub
Google Sheets
HTML
JSON
Junos Traffic Vision
Kadabra
Microsoft 365
Pipedream
Portfolio Performance
PortfolioShop
Quandl
Quantower
Quickwork
Rows
XML
Yahoo Finance

API Availability

Has API

API Availability

Has API

Pricing Information

Free
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Portfolio Performance

Company Location

Germany

Company Website

www.portfolio-performance.info/

Company Facts

Organization Name

Alpha Vantage

Date Founded

2017

Company Location

United States

Company Website

www.alphavantage.co

Categories and Features

Categories and Features

Algorithmic Trading

2-Click Trading
Analyst on Demand
Auto Fibs
Auto Trend Lines
Backtesting
Basket Trading
Drawing Tools
Pattern Tools
Stock Screener
Trading From Charts

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