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Average Ratings 2 Ratings

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ease
features
design
support

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.

Description

Quad Terminal streamlines the crypto trading experience by offering a comprehensive suite of tools for both beginners and professionals. From smart order routing and real-time analytics to copy trading and portfolio rebalancing, the platform supports advanced strategies across major exchanges. With Cody AI, users can turn plain language into coded trading logic, enabling powerful automation without programming knowledge. Security and performance are top priorities, with encrypted, tested integrations ensuring a safe and efficient trading environment.

API Access

Has API

API Access

Has API

Screenshots View All

Screenshots View All

Integrations

Alpha Vantage
Binance
Binance.US
Bitfinex
Coinbase
Finnhub
Gemini
Google Sheets
HTML
HitBTC
JSON
Kraken
KuCoin
Liquid
Microsoft Excel
OKX
Poloniex
Quandl
XML
Yahoo Finance

Integrations

Alpha Vantage
Binance
Binance.US
Bitfinex
Coinbase
Finnhub
Gemini
Google Sheets
HTML
HitBTC
JSON
Kraken
KuCoin
Liquid
Microsoft Excel
OKX
Poloniex
Quandl
XML
Yahoo Finance

Pricing Details

Free
Free Trial
Free Version

Pricing Details

$0
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

Portfolio Performance

Country

Germany

Website

www.portfolio-performance.info/

Vendor Details

Company Name

Quad Terminal

Founded

2018

Country

British Virgin Islands

Website

quadterminal.com

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