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Average Ratings 2 Ratings

Total
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features
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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 No 

API Access

Has API Yes 

Screenshots View All

Screenshots View All

Integrations

Alpha Vantage Yes 
Binance No 
Binance.US No 
Bitfinex No 
Coinbase No 
Finnhub Yes 
Gemini No 
Google Sheets Yes 
HTML Yes 
HitBTC No 
JSON Yes 
Kraken No 
KuCoin No 
Liquid No 
Microsoft Excel Yes 
OKX No 
Poloniex No 
Quandl Yes 
XML Yes 
Yahoo Finance Yes 

Integrations

Alpha Vantage No 
Binance Yes 
Binance.US Yes 
Bitfinex Yes 
Coinbase Yes 
Finnhub No 
Gemini Yes 
Google Sheets No 
HTML No 
HitBTC Yes 
JSON No 
Kraken Yes 
KuCoin Yes 
Liquid Yes 
Microsoft Excel No 
OKX Yes 
Poloniex Yes 
Quandl No 
XML No 
Yahoo Finance No 

Pricing Details

Free
Free Trial No 
Free Version Yes 

Pricing Details

$0
By activity
Free Trial No 
Free Version Yes 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App Yes 
iPad App Yes 
Android App Yes 
Windows Yes 
Mac Yes 
Linux Yes 
Chromebook No 

Deployment

Web-Based Yes 
On-Premises No 
iPhone App No 
iPad App No 
Android App No 
Windows No 
Mac No 
Linux No 
Chromebook No 

Customer Support

Business Hours Yes 
Live Rep (24/7) No 
Online Support Yes 

Customer Support

Business Hours No 
Live Rep (24/7) No 
Online Support Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person Yes 

Types of Training

Training Docs Yes 
Webinars No 
Live Training (Online) No 
In Person No 

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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