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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 FXProof?

When an exchange rate used in a business record must be explained months or years later, a saved webpage or spreadsheet value may not be enough. FXProof creates a reusable evidence package that links the chosen official source and date to a digitally signed proof document. Each package includes the rate context, document ID, payload hash, signature information, and details needed for independent verification. Teams can use these records with invoices, expense reports, bookkeeping files, tax workpapers, audit requests, control reviews, and disagreements over historical rates. The service covers official data from the ECB, HMRC, the U.S. Federal Reserve, the Bank of Canada, and Kazakhstan’s national bank. Users can work through the browser or connect through the API. Public verification is available for recipients who need to check an existing FXProof document.

Media

Media

Integrations Supported

Alpha Vantage
Finnhub
Google Sheets
HTML
JSON
Microsoft Excel
Quandl
XML
Yahoo Finance

Integrations Supported

API Availability

API Availability

Has API

Pricing Information

Free
Free Version

Pricing Information

Free; From €59/month
Free Basic plan includes up to 1,500 API requests and 5 proof bundles per month, with access to one year of historical data.

Paid plans start at €59 per month. Higher-volume plans provide increased API and proof limits, higher request capacity, and access to a deeper historical archive.

Monthly and annual billing options are available. Searching for a proof, reusing an existing proof bundle, and downloading it again do not consume an additional proof allowance.
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
Linux

Supported Platforms

SaaS

Customer Service / Support

Standard Support
Web-Based Support

Customer Service / Support

Web-Based Support

Training Options

Documentation Hub
On-Site Training

Training Options

Documentation Hub

Company Facts

Organization Name

Portfolio Performance

Company Location

Germany

Company Website

www.portfolio-performance.info/

Company Facts

Organization Name

FXProof

Date Founded

2025

Company Location

Kazakhstan

Company Website

fxproof.org

Categories and Features

Portfolio Analysis

Not specified

Categories and Features

Compliance

Archiving & Retention
Workflow / Process Automation

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