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  • Portfolio Performance
    Portfolio Performance 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 Forum Manual < > Version 0 77 1 Windows macOS Linux Mobile App Manual New
  • Portfolio Performance
    Portfolio Performance ist ein Open Source Programm zur Berechnung der Performance eines Gesamtportfolios - über verschiedene Depots und Konten hinweg - anhand von True-Time Weighted Rate of Return und internem Zinsfuß
  • Portfolio Performance - Downloads
    Portfolio Performance ist ein Open Source Programm zur Berechnung der Performance eines Gesamtportfolios - über verschiedene Depots und Konten hinweg - anhand von True-Time Weighted Rate of Return und internem Zinsfuß
  • Introduction - Portfolio Performance Manual
    Introduction What is Portfolio Performance? Since the beginning of 2012, Portfolio Performance has been available to calculate the performance of an overall portfolio – across various depots and accounts – based on the True-Time Weighted Rate of Return and the internal rate of return Portfolio Performance is a simple and powerful tool for managing your securities portfolio
  • Getting Started - Portfolio Performance Manual
    Evaluating Your Portfolio Performance and risk assessment are important, so Portfolio Performance offers several ways to evaluate and track them Classifying Asset Allocations With your own structure, you map the weighting of asset allocations, e g , by region and or asset class Defining a Portfolio Strategy and Performing Rebalancing You
  • Portfolio Performance - Downloads
    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
  • Performance Dashboard - Portfolio Performance Manual
    Measure Performance To assess your portfolio's performance, start by examining the Dashboard Key performance and risk indicators for the entire portfolio are summarized in a dashboard, accessible through the menu View > Reports > Performance or via the sidebar (see Figure 1) A comprehensive review of the dashboard is available in the Reference Manual under View > Performance
  • Einleitung - Portfolio Performance Handbuch
    Dieses Handbuch führt in Portfolio Performance ein, erklärt Portfolioverwaltung, Performance-Berechnung (TWRR, interner Zinsfuß) und erste Schritte (Portfolio-Datei, Wertpapiere, Import) Es betont die Vorteile gegenüber Excel und ruft zur Mitarbeit auf Struktur basiert auf Diataxis (Erste Schritte, Grundlagen, How-to, Referenz)


















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