Record the full history of your transactions: purchases, sales, taxes, fees, ...

Calculate performance indicators such as the True-Time Weighted Rate of Return or the Internal Rate of Return (IRR) for your holdings.

Load historical prices from various sources – HTML, JSON, Yahoo Finance, Leeway, Quandl, AlphaVantage, CoinGecko, and more. New: a built-in price provider for German and US stocks. All you need is the Portfolio Performance ID. See Privacy Policy and Terms of Use.

All data is stored in XML for further processing and can be exported as CSV or JSON.

Rebalance your investment portfolio based on a freely defined Asset Allocation.

Keep foreign currency accounts using the exchange rates published by the European Central Bank (ECB).