Portfolio Performance
by Andreas Buchen
Track the performance of an investment portfolio
Broad permissions
Verified creator
EPL-1.0
v0.87.0
About
An open source tool to calculate the overall performance of an investment portfolio - across all accounts - using True-Time Weighted Return or Internal Rate of Return.
- 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.
- Update historical quotes from a variety of sources: Yahoo Finance, Finnhub.io, Quandl, or AlphaVantage. Alternatively, scrape quotes from HTML pages or JSON documents.
- 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).
Permissions
2 permissions weaken the sandbox. Flatsonar asks before installing.
- X11 display: X11 lets apps read input and windows of other apps
--socket=x11 - full access to your home folder
--filesystem=home - inter-process communication (needed for X11)
--share=ipc - network
--share=network - GPU acceleration
--device=dri
Who publishes this
The creator demonstrably controls this app id: Flathub verification, the hosting account owns the namespace, or a well-known file on their domain.
- installs a prebuilt binary instead of building from source (x2)
source:prebuilt - verified on Flathub: the developer proved they control this app id
publisher:flathub
Maintenance
Recent activity on the upstream repository, or built and reviewed by Flathub.
No staleness signals: recent activity, or built and reviewed by Flathub.