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Portfolio performance is a very advanced tool that provides access to a detailed analysis of your investments. Due to its complexity, it may seem daunting at first glance. However, practice makes it better. After downloading the application, you will find a set of data designed to exemplify all the options and functions it offers.

It saves your data in an XML file, stored on your device; to output the information, you can also do a CSV or JSON export. To efficiently calculate your historical currency performance, it uses automatic updates from 2 sources (Yahoo Finance, AlphaVantage); additionally, you have the option to upload course data manually.

Main categories and what they offer

The main categories of interest are Securities, Accounts, Reports, Taxonomies, General Data. The first is “Securities”, which is a container for several important watchlist indices (e.g. Dax, Dow Jones, etc.). You use pre-existing data and add new lists. The Accounts section will keep track of your deposits, securities and other investment plans.

The massive Reports section contains detailed descriptions of your campaign performance, historical returns and volatility, your income and expenses, trades, and more. The Taxonomy section is where asset classes (such as cash, equity, debt, real estate, etc.) and their allocation are evaluated. The General Data section is mainly used to set the parameters and currency of the portfolio.

Currency, Updates and Data Management

In the “General Data” settings you’ll find the currency settings. Every time the app is started it automatically loads the main currency exchange rates from the European Central Bank (ECB). Also, a currency converter based on the same reference is available in a separate tab in the same section.

The tool will allow data insertion, such as the following types of transactions: buy, sell, delivery (inbound/outbound), deposits, interest, fees, taxes, refunds, etc. You can record, categorize and sort for later detailed analysis of information such as different transactions made in different currencies, their fees, revenues and refunds registered in a single transaction.

in conclusion

In conclusion, Portfolio Performance is a program with amazing features that can provide an in-depth and overall overview of your portfolio. It is intended for use by experienced individuals interested in tracking and evaluating their trading performance. Additionally, Portfolio Performance can be classified as an advanced investment performance tracker due to its ability to allow automatic real-time updates and upload of historical data.