Track your multiple investment or portfolios in one place

Related tags

Calculator finance-management investment-portfolio swiftui investment-calculator
Overview

Portfolio Returns

Portfolio Returns is a financial app for macOS that helps you track your multiple investment or portfolios in one place.

It's inspired by return spreadsheet built by Bogleheads forum member longinvest. To learn more about how it computes returns, see Bogleheads wiki page Calculating personal returns.

screenshot

Features

  • Track your multiple investment or portfolios in one place.
  • Compute investor return (money-weighted return, internal rate of return).
  • Compute portfolio return (time-weighted return, comparable return).
  • Show portfolio returns for 1 month, 3 months, 6 months, year-to-date (YTD) and 1 year.
  • Show portfolio returns for 3 years and up to 50 years.
  • Calculate and show growth of $10,000 chart.

Download

download on the Mac App Store

Requires macOS 11 Big Sur or later.

Usage

  1. Create a portfolio.
  2. Add one or more accounts.
  3. At the close of the last day of each month, add total contributions, total withdrawals and account balance to each account.
  4. Sleep well. Do not watch your portfolio. Let it perform.

System Requirements

Portfolio Returns is developed and built with SwiftUI. To use this app, be sure your Mac is running macOS 11 Big Sur or later.

License

Portfolio Returns is available under the MIT license. See the LICENSE file for more info.

Comments
  • 10,000 return?

    10,000 return?

    The app seems to assume some sort of 10,000 investment baseline. I highly doubt this at first glance random number will help. For me, I do know that it gives me incorrect calculations for 1+ years of return.

    Let's make a way to disable that?

    opened by I-Valchev 5
  • Big Sur issues fix

    Big Sur issues fix

    • [x] Portfolio toolbar configure button now showing up (folder.badge.gearshape not supported?) #49
    • [x] Welcome view markdown text not rendered #50
    • [x] Delete confirm dialog appears twice #51
    • ~~[ ] Others?~~
    opened by ashchan 3
  • Individual account performance

    Individual account performance

    Hey! The app looks great, thanks for spending time to develop it!

    Is there a way to track the individual performance of an account, in addition to the overall? Much useful feature.

    opened by I-Valchev 2
  • Import/export JSON for backup/restore

    Import/export JSON for backup/restore

    TODO

    • [x] export
    • [x] import
    • [x] localization
    • Since CloudKit sync will not be implemented this would be the option to move data cross devices
    • It also allows to do regular backups to avoid data loss

    Note CSV import might not be easy to do. The original excel/gdoc files don't have a good CSV output.

    Instead of CSV, the format would be JSON to simply represent CoreData data.

    opened by ashchan 2
  • Calculations View

    Calculations View

    Implement this calculations view, with those hidden balance columns:

    1mo/3mo - 50yr, flow, count and internal rate of return will be implemented as another future task.

    CleanShot 2021-11-10 at 09 45 05@2x

    opened by ashchan 1
Releases(v1.3)
Owner
Jianming Chen (James)
Developer, from China with love, living in Japan.
Jianming Chen (James)
GitHub https://apps.apple.com/app/id1593819081
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