portfolio-performance/portfolio

Features

• Investment Performance Analysis - Calculates internal rates of return and weighted returns to evaluate the profitability of diversified investment portfolios.
• Multi-Institution Account Aggregators - Aggregates financial accounts from multiple institutions into a unified view of total balances and net worth.
• Account Merging - Aggregates data from various depots and clearing accounts into a single comprehensive view of wealth.
• Financial Activity Ledgers - Provides a centralized ledger to record all financial activities and movements as a historical record.
• Portfolio Trackers - Tracks the performance and growth of stocks, cryptocurrencies, and other financial assets over time.
• Financial Statement Importers - Imports broker statements and transaction records into a centralized ledger for consolidated wealth tracking.
• Investment Return Calculations - Computes portfolio performance using time-weighted and money-weighted internal rates of return.
• Multi-Account Portfolio Management - Consolidates information from various brokerage and clearing accounts into a single comprehensive portfolio view.
• Investment Portfolio Tracking - Monitors and evaluates the returns of asset portfolios across multiple classes to track financial growth.
• Asset Classifications - Enables the organization of securities by asset class or region to visualize portfolio distribution.
• Portfolio Composition Tracking - Tracks security developments using visual charts, performance figures, and historical price data.
• Multi-Asset Holdings Trackers - Manages and monitors diverse financial holdings to ensure the portfolio remains aligned with target strategies.
• Historical Price Tracking - Stores historical asset valuations to correlate price movements with specific purchase and sale events.
• Price History Monitoring - Monitors historical price movements of securities alongside purchase and sale records to analyze performance.
• Bank Statement Ingestion - Automates the import of financial statements and transaction records from online banks and brokers.
• Unified Agenda Aggregators - Consolidates financial data from multiple broker and bank accounts into a unified net worth view.
• Portfolio Rebalancing - Compares current asset distributions against predefined strategies to identify necessary portfolio rebalancing actions.
• Portfolio Return Computation - Calculates overall financial returns using weighted rates and internal rates of return across various accounts.
• Holdings Overviews - Visualizes current holdings and security development through a series of overviews and key figures.
• Financial Asset Labeling - Allows mapping of individual securities to custom labels and regions for detailed asset allocation tracking.
• Data Import - Automates the population of portfolio data by importing transaction records from online banks.
• Allocation Dashboards - Provides a dashboard for defining target investment strategies and monitoring asset class rebalancing.
• Multi-Source Data Aggregation - Normalizes disparate broker formats and financial statements into a unified data model for internal processing.
• Trade Performance Analyzers - Provides tools to analyze the performance of historical trades against price movements.
• Composition Visualizations - Displays security development and portfolio composition through visual overviews and charts.
• Financial Asset Grouping - Groups assets by custom attributes like region or class to visualize portfolio diversification.

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