Average Ratings 0 Ratings
Average Ratings 0 Ratings
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
All your investment management needs can be met by one platform. Online investment portfolio tracking solution for Limited Partnership investors. Analyzing your financial documents. Integration of investment accounts. Reports can be generated and exported. Automated transaction tracking. Vyzer integrates a high level of security in order to protect your sensitive data. Vyzer provides investors with a secure platform which delivers transparency and clarity across all of their holdings on a single holistic dashboard. AI-driven, unbiased and honest insights will maximize your return on traditional investments as well as real estate syndications, private equity, cryptocurrency, and other traditional investments. Vyzer, the only digital wealth platform, combines public and privately held investment performance tracking with financial planning tools, projections, and very soon benchmarking into one powerful solution. This makes it easy to track the money.
API Access
Has API
No
API Access
Has API
No
Integrations
Agora
No
Alpha Vantage
Yes
AppFolio Investment Management
No
Finnhub
Yes
Google Sheets
Yes
HTML
Yes
IMS
No
InvestNext
No
JSON
Yes
Juniper Square
No
Integrations
Agora
Yes
Alpha Vantage
No
AppFolio Investment Management
Yes
Finnhub
No
Google Sheets
No
HTML
No
IMS
Yes
InvestNext
Yes
JSON
No
Juniper Square
Yes
Pricing Details
Free
Free Trial
No
Free Version
Yes
Pricing Details
Free
Freemium model.
From $0/m - $149/m
Fixed pricing, based on level of financial complexity
From $0/m - $149/m
Fixed pricing, based on level of financial complexity
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
Yes
iPad App
Yes
Android App
Yes
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)
Yes
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
Yes
Live Training (Online)
Yes
In Person
No
Vendor Details
Company Name
Portfolio Performance
Country
Germany
Website
www.portfolio-performance.info/
Vendor Details
Company Name
Vyzer
Country
United States
Website
vyzer.co
Product Features
Product Features
Investment Management
Accounting Management
No
Benchmarking
Yes
Bonds / Stocks
No
Client Management
No
Commodities
No
Compliance Reporting
No
Data Import / Export
Yes
For Investment Advisors
No
For Investors & Traders
No
Fund Management
No
Modeling & Simulation
Yes
Payroll & Commissions
No
Performance Metrics
Yes
Portfolio Management
Yes
Risk Management
No