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What is Statmetrics?

Enhance your comprehension of the risk-return dynamics associated with your investments. By leveraging a blend of thorough technical, fundamental, and quantitative analyses, you can make more informed investment choices. Statmetrics serves as an all-encompassing tool for portfolio evaluation and investment research. Tailored for Android mobile devices, Statmetrics offers seamless access to worldwide market data, timely news updates, and functionalities to track and evaluate markets, along with advanced charting and technical analysis capabilities. Additionally, it enables you to create and backtest diverse multi-asset portfolios while implementing strategies focused on optimizing portfolio risk and return. Furthermore, you can delve into the fundamental aspects of both portfolios and prospective investments for a more rounded investment strategy.

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.

Media

Media

Integrations Supported

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

Integrations Supported

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

API Availability

Has API

API Availability

Has API

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Pricing Information

Free
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

Statmetrics

Date Founded

2010

Company Location

Germany

Company Website

www.statmetrics.org

Company Facts

Organization Name

Portfolio Performance

Company Location

Germany

Company Website

www.portfolio-performance.info/

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

Financial Risk Management

Compliance Management
Credit Risk Management
For Hedge Funds
Liquidity Analysis
Loan Portfolio Management
Market Risk Management
Operational Risk Management
Portfolio Management
Portfolio Modeling
Risk Analytics Benchmarks
Stress Tests
Value At Risk Calculation

Hedge Fund

Compliance Management
Contact Management
Investor Accounting
Investor Reporting
P&L Calculation
Partnership Accounting
Performance Analysis
Portfolio Analysis
Portfolio Management

Investment Management

Accounting Management
Benchmarking
Bonds / Stocks
Client Management
Commodities
Compliance Reporting
Data Import / Export
For Investment Advisors
For Investors & Traders
Fund Management
Modeling & Simulation
Payroll & Commissions
Performance Metrics
Portfolio Management
Risk Management

Stock Portfolio Management

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Categories and Features

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