English tutorials

Laura · March 25, 2024, 3:02pm

In this Wiki article (you can edit it!) we collect tutorials in English. If you know a helpful tutorial, please share it here with the users.

Tutorials

Tutorial by Smart Money with Kai

Summary

Portfolio Performance is a free portfolio tracking tool that allows users to easily manage and track their investments. It supports various platforms and asset classes, making it a versatile tool for investors.

Highlights

0:12 Portfolio Performance is a free portfolio tracking tool that provides an overview of your entire portfolio and individual assets.
0:45 The tool is available in multiple languages and supported on Mac, Windows, and Linux.
1:55 Manual input is recommended for better accuracy, but a PDF importer is available for certain brokers.
3:23 You can track cash balances, dividends, and even intangible assets like real estate and watches.
4:50 Historical quotes can be pulled from Yahoo Finance for accurate market data.
6:05 Multiple securities accounts can be added to track investments from different brokers or platforms.
7:40 It is important to regularly save your portfolio file, as it does not auto-save.

How to Track Crypto with PP / Tutorial by JustFIRE

Summary

Learn how to track crypto with Portfolio Performance by creating deposit and securities accounts, adding exchanges with base currencies, searching for instruments, adding historical data, importing data from CSV files, recording trades, and more.

Highlights

0:14 Create deposit and securities accounts with base currencies
0:35 Add exchanges like Coinbase and Kraken
0:55 Search for instruments and add them to the portfolio
1:26 View charts and change time frames
1:46 Add fiat currencies not available on Yahoo Finance
2:13 Import historical data from investing.com
2:52 Buy cryptocurrency, enter fees, and save trades

Tutorial by Investing for Generations

Summary

Learn how to track your stock portfolio using the free app Portfolio Performance, which allows you to monitor performance, compare to benchmarks, and analyze your investments.

Highlights

0:00 Introduction to Portfolio Performance, a free stock portfolio tracker app
0:44 Download and installation instructions for Portfolio Performance
2:18 Setting up cash and security accounts in the app
4:00 Adding stocks to your portfolio and tracking real-time quotes
6:10 Utilizing reports and tools for portfolio analysis and performance comparison
8:22 Exploring features like dividend tracking and trade history
10:08 Benefits and recommendations for using Portfolio Performance

P2P Lending Investments with PP / Tutorial by Angelo Colombo

Summary

Learn how to track your peer-to-peer lending investments using Portfolio Performance software, allowing you to calculate the actual internal rate of return on your investments and accurately monitor your returns.

Highlights

00:24 Introducing Portfolio Performance software for tracking peer-to-peer lending investments
01:58 Setting up the software by creating a new file, choosing the currency, and adding accounts for each platform
03:50 Adding deposits, withdrawals, and interest payments for each platform
05:22 Tracking the performance of your investments by comparing account balances and adding the difference as interest
08:08 Gathering information from different platforms and adding it to the software for accurate tracking
10:30 Setting up widgets to calculate the internal rate of return for each platform and the entire portfolio
12:20 Utilizing other features of Portfolio Performance software, such as earnings calculations and holdings overview

hug-sch · April 11, 2024, 9:37am

Hi Laura,
This is very helpful. I recently found a free transcribe & summarize AI tool for YouTube videos ( NoteGPT - YouTube Video Summarizer with AI. I tried the first tutorial from Kai and it seems to work rather good (see below). Maybe a summary beneath the links in the forum could be beneficial for the forum? What do you think? I can help, if needed.

PS Apparently there is no shortage of this kind of tools.

The video covers a detailed tutorial on using the free portfolio tracking tool called Portfolio Performance. It explains how to download and set up the tool, add various assets like stocks and cryptocurrencies, track transactions, dividends, and overall portfolio performance. The tool allows customization of asset classes, visualizations, and comparisons with benchmarks like the S&P 500. The video highlights the benefits of consolidating all investments in one place for better tracking and analysis. (from another tool app.notta.ai)

Highlights

00:00:45 Portfolio Performance is a free portfolio tracking tool that provides an overview of the entire portfolio and individual assets.
00:01:55 The tool is available for download on Mac, Windows, and Linux platforms, and supports various asset classes, including cryptocurrencies.
00:04:32 Manual input is recommended for setting up the portfolio, and historical transactions can be imported using a PDF importer.
00:08:15 Saving the portfolio file is crucial, as it becomes the main master file for tracking investments.
00:12:10 Adding securities and tracking performance is straightforward, and additional attributes like logos can be customized.
00:17:25 Dividends and deposits can be easily recorded, and taxonomies help classify different asset classes.
00:20:45 Portfolio Performance allows users to track intangible assets like watches and real estate, providing a comprehensive view of net worth.

Laura · April 11, 2024, 3:39pm

@hug-sch

That’s exactly how I see it - a very good suggestion. Thank you very much for your offer to help.

However, help is technically impossible to implement because only the author of a post has the right to edit the post. Or the individual posts would have to be made editable by @Thomas.

I will try to optimise the tutorials I have uploaded according to your suggestion.

Cheers, Laura

PS.

To further improve the findability of individual pieces of information, I would also find it useful to establish an editable → FAQ section in the English-language area.