Version 0.75.0 / 8 April, 2025
Whether the numbers are currently deep red or still green, it can’t hurt to have an honest overview of your portfolio. With this in mind, a new version is available today.
New: Moving average as an alternative method for calculating realized and unrealized price gains
So far, the FIFO method has been used to calculate realized (and thus, of course, unrealized) capital gains. Depending on the country (are there Austrians here ?!), however, it may also make sense to look at the whole thing using the moving average.
In the performance calculation, select via the settings:
And also as a column in the list of securities:
Improvement: New search dialog for securities
Small revision of the search. With “Next” you can directly display the preview of the prices. This makes it easier to go back and forth to select the appropriate price provider. And with the buttons, you could quickly narrow down the result to currencies and specific types.
Improvement: Separate view for “grouped accounts” (filter)
With the “grouped accounts” view, the long-standing filters get their own view for management. And in the other views, the option also has its own icon.
New: Turkish translation
Many thanks to ALGO IT, Alp ŞEBER, and others.
If you find any bugs or want to suggest improvements, you can do so via the POEditor website. Here are the links: portfolio/CONTRIBUTING.md at master · portfolio-performance/portfolio · GitHub
Further improvements
- New: PDF importers for Cetesdirecton, Modena Estonia OÜ, Crédit Mutuel Alliance Fédérale, BSDEX.
- Improvements to the PDF importers for Arkea Direct Bank, FlatEx, Bourso Bank, Trade Republic, Raisin Bank, Easybank, Swissquote, Postbank, ING Diba