Average Ratings 0 Ratings
Average Ratings 0 Ratings
Description
FXProof helps organizations preserve defensible records of the exchange rates used in financial and administrative work. The service turns a selected official rate into a signed PDF record with source attribution, date, dataset context, a unique document identifier, a payload hash, and verification metadata. A recipient can later confirm the document through a public verification page. FXProof supports rate data from the European Central Bank, HMRC, the Federal Reserve, the Bank of Canada, and the National Bank of Kazakhstan. It is designed for accounting entries, invoices, expenses, tax documentation, audit preparation, internal review, and dispute support. A web application is available for manual use, while the API supports repeatable automated workflows. FXProof supplies evidence records, not currency exchange, trading, investment, legal, accounting, or tax advice.
Description
The Portfolio Performance tool is a free and open-source application that helps users assess the overall performance of their investment portfolios across multiple accounts. It allows individuals to meticulously track their entire transaction history, documenting various activities such as purchases, sales, fees, and taxes. The tool can retrieve historical quotes from a variety of platforms including Yahoo Finance, Finnhub.io, Quandl, and AlphaVantage, and it also has the capability to scrape data from HTML pages or JSON files. Data management is facilitated through XML storage, allowing for easy exports to formats like CSV or JSON for further analysis. Users can adjust their investment portfolios according to a custom asset allocation strategy and manage foreign currency accounts by utilizing exchange rates provided by the European Central Bank (ECB). Additionally, the application supports data imports from both CSV files and PDF documents, while generating comprehensive reports that feature detailed asset statements and performance metrics. This functionality makes it a versatile tool for anyone looking to optimize their investment strategies.
API Access
Has API
Yes
API Access
Has API
No
Integrations
Alpha Vantage
No
Finnhub
No
Google Sheets
No
HTML
No
JSON
No
Microsoft Excel
No
Quandl
No
XML
No
Yahoo Finance
No
Integrations
Alpha Vantage
Yes
Finnhub
Yes
Google Sheets
Yes
HTML
Yes
JSON
Yes
Microsoft Excel
Yes
Quandl
Yes
XML
Yes
Yahoo Finance
Yes
Pricing Details
Free; From €59/month
Free Basic plan includes up to 1,500 API requests and 5 proof bundles per month, with access to one year of historical data.
Paid plans start at €59 per month. Higher-volume plans provide increased API and proof limits, higher request capacity, and access to a deeper historical archive.
Monthly and annual billing options are available. Searching for a proof, reusing an existing proof bundle, and downloading it again do not consume an additional proof allowance.
Paid plans start at €59 per month. Higher-volume plans provide increased API and proof limits, higher request capacity, and access to a deeper historical archive.
Monthly and annual billing options are available. Searching for a proof, reusing an existing proof bundle, and downloading it again do not consume an additional proof allowance.
Free Trial
No
Free Version
Yes
Pricing Details
Free
Free Trial
No
Free Version
Yes
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
No
iPad App
No
Android App
No
Windows
No
Mac
No
Linux
No
Chromebook
No
Deployment
Web-Based
Yes
On-Premises
No
iPhone App
Yes
iPad App
Yes
Android App
Yes
Windows
Yes
Mac
Yes
Linux
Yes
Chromebook
No
Customer Support
Business Hours
No
Live Rep (24/7)
No
Online Support
Yes
Customer Support
Business Hours
Yes
Live Rep (24/7)
No
Online Support
Yes
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
No
Types of Training
Training Docs
Yes
Webinars
No
Live Training (Online)
No
In Person
Yes
Vendor Details
Company Name
FXProof
Founded
2025
Country
Kazakhstan
Website
fxproof.org
Vendor Details
Company Name
Portfolio Performance
Country
Germany
Website
www.portfolio-performance.info/
Product Features
Compliance
Archiving & Retention
Yes
Artificial Intelligence (AI)
No
Audit Management
No
Compliance Tracking
No
Controls Testing
No
Environmental Compliance
No
FDA Compliance
No
HIPAA Compliance
No
ISO Compliance
No
Incident Management
No
OSHA Compliance
No
Risk Management
No
Sarbanes-Oxley Compliance
No
Surveys & Feedback
No
Version Control
No
Workflow / Process Automation
Yes