What is Portfolio Performance?

Portfolio Performance

Portfolio Performance is a super handy tool that helps you take a closer look at your investments. I get it, it might feel a bit overwhelming when you first try it out. But trust me, the more you use it, the easier it gets! Once you download the app, you'll see some sample data that shows off all the cool features and options available.

Easy Data Management

This app saves your information in an XML file right on your device. If you prefer, you can also export your data in CSV or JSON formats. To keep track of how well you're doing financially over time, it automatically updates from two sources: Yahoo Finance and AlphaVantage. And if you'd rather do things manually, you can upload your own data anytime!

Main Features You’ll Love

The app has several main categories to help you manage everything smoothly:

• Securities: This is where you'll find key watchlist indices like Dax and Dow Jones. You can use existing data or create new lists.


• Accounts: Here’s where all your deposits and securities are tracked along with any investment plans.


• Reports: This section dives deep into your activity's performance, showing historical returns, volatility, earnings, expenses, trades—you name it!


• Taxonomies: It helps evaluate asset classes like cash and real estate and how they’re allocated.


• General Data: This is mainly for setting up portfolio parameters and currencies.

Currencies Made Simple

If you're curious about currency settings, check out the 'General Data' area. Every time you open the app, it automatically loads exchange rates from the European Central Bank (ECB) for major currencies. Plus, there's a separate currency converter to make life even easier!

Your Transactions Organized

You can record various types of transactions like buying or selling stocks, making deposits or withdrawals, paying fees or taxes—basically anything related to your investments! Each transaction can be sorted and classified for later analysis.

Your Investment Buddy

In short, Portfolio Performance is a fantastic program that gives both detailed insights and a broad overview of your investment portfolio. It's perfect for those who want to track their transactions closely. With its real-time updates and easy historical data uploads,This tool really stands out as a top-notch investment performance tracker!

How Download Works

Go to the Softpas website, press the 'Downloads' button, and pick the app you want to download and install—easy and fast!