Dear community,
I have created a collection of tools concerned with importing data into Portfolio Performance, for example from some (yet) unsupported banks, crypto currency websites and peer-to-peer websites.
I am now wondering if people here use any other tools in combination with Portfolio Performance, either for getting data into portfolio performance, or for using the data available in portfolio performance for other purposes. For example, I am wondering if the data available in Portfolio Performance could be used to help automate creating a tax report, or visualizations that are not available within portfolio performance.
Feel free to add to the below list!
Importing Transaction Data
Banking
- krotata/mlp-to-portfolioperformance-converter: Parses transactions from MLP https://mlp.de/,
Germany, PDF to CSV)
- runningman84/mpx2pp: Parses transactions from moneyplex (https://matrica.de/,
Germany, CSV to CSV)
- rlan/convert-csv-schwab2pp: Parses transactions from Charles Schwab (https://www.schwab.com/,
USA, CSV to CSV)
Peer-to-Peer (P2P)
- StegSchreck/PP-Auxmoney-Parser: Parses transactions from P2P platform Auxmoney (https://www.auxmoney.com/,
Germany, API to CSV)
- ChrisRBe/PP-P2P-Parser: Parses transactions from the P2P platforms Bondora (
Estland), Estateguru (
Estland), Lande (
Latvia), Mintos (
Latvia), Robocash (
Croatia), Swaper (
Estland), Debitum Network (
Latvia) and Viainvest (
Latvia) (CSV to CSV)
- FireLars/pp-p2p-importer: Parses transactions from the P2P platforms Bondora (
Estland), Fairr (?), Mintos (
Latvia), Viainvest (
Latvia)
- StegSchreck/PP-Trine-Parser: Parses transactions from Trine (https://trine.com/,
Sweden)
Cryptocurrencies
- pat-s/ppcryptoparser: Parses crypto staking rewards, supported coins: Cardano (ADA), Polkadot (DOT), Kusama (KSM), Solana (SOL) (to CSV)
- AlexanderLill/PP-Crypto-Parser: Parses crypto transactions from Kraken and also supports importing staking rewards (https://www.kraken.com/,
USA)
Importing Quotes
- StevenReitsma/bnd-quotes: Quotes from Brand New Day (https://brandnewday.nl/,
Nederlands)
- fberg/ppserve: Providing quotes from Ariva to Portfolio Performance (self-hosted API) (https://www.ariva.de/,
Germany)
- StegSchreck/HistoricMarketPriceDownloader: Downloads quotes from Ariva and provides them for import into Portfolio Performance as CSV (https://www.ariva.de/,
Germany)
- stasee/alphavantage_pp: Providing quotes from Alphavantage to Portfolio Performance (self-hosted API) (https://www.alphavantage.co/,
USA)
Adding Additional Data
- fbuchinger/etf-classification-pp: Classifies ETFs by currencies, countries, and industry sectors and determines TOP 10 holdings (only for iShares ETFs)
- traits/pp_classification: Classifies ETFs (GICS and ICB)
Exporting Data
- Export for GnuCash: PortfolioPerformance exporter for importing transaction data into GnuCash (https://www.gnucash.org/,
World)
- Export for CashBook: Python script to reformat PP export of security account to financial account splits, ready for import to cashbook (https://cashbook.in/,
India)
Miscellaneous
- rounakdatta/pp4z: PortfolioPerformance importer for Zerodha Console (https://console.zerodha.com/,
India)
- bschramke/ppxml: Java library to read Portfolio Performance XML files
- Fabioni/PortfoliePerformance-Historische_Kurse_Tabelle_auf_einer_Webseite: Generates a link for querying OnVista for quotes (https://www.onvista.de/,
Germany)