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Average Ratings 0 Ratings
Description
Palance was created because investing should not resemble a game of chance. While many platforms inundate users with excessive data, they often fail to present the information that truly matters. At Palance, we strive to provide clarity in every investment decision by consolidating your assets across various markets, emphasizing your exposures, revealing concealed risks, and offering insightful analysis through a user-friendly interface.
Born from our own struggles as investors, Palance was designed to be the tool we longed for—robust enough for seasoned professionals yet easy enough for anyone looking to invest with assurance. By offering advanced analytics, comprehensive coverage, and a streamlined experience, Palance enables you to gain a true understanding of your portfolio, thus empowering you to make informed decisions that are in line with your financial aspirations. Ultimately, we believe that investing should be straightforward and transparent for everyone.
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
API Access
Has API
Screenshots View All
No images available
Integrations
Alpha Vantage
Finnhub
Google Sheets
HTML
JSON
Microsoft Excel
Quandl
XML
Yahoo Finance
Integrations
Alpha Vantage
Finnhub
Google Sheets
HTML
JSON
Microsoft Excel
Quandl
XML
Yahoo Finance
Pricing Details
No price information available.
Free Trial
Free Version
Pricing Details
Free
Free Trial
Free Version
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Deployment
Web-Based
On-Premises
iPhone App
iPad App
Android App
Windows
Mac
Linux
Chromebook
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Customer Support
Business Hours
Live Rep (24/7)
Online Support
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Types of Training
Training Docs
Webinars
Live Training (Online)
In Person
Vendor Details
Company Name
Palance
Founded
2022
Country
Japan
Website
www.palance.co
Vendor Details
Company Name
Portfolio Performance
Country
Germany
Website
www.portfolio-performance.info/