Portfolio-Performance Free Open Source Software-Alternative to Sharesight?

Discussion in 'Sharemarket Investing Platforms, Tools & Services' started by Jay90, 15th Nov, 2022.

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  1. Jay90

    Jay90 Member

    Joined:
    26th Jan, 2022
    Posts:
    19
    Location:
    Melbourne
    I came across this free open source software as I was looking for a low-cost method to benchmark my portfolio against various indices. Sharesight seems to be the only app tailored for Aussies that is able to provide bench-marking capabilities against your portfolio. But I find it quite expensive. All other software's I have researched seem to be made for TA's/Professionals with very high learning curve and subscription fees

    The link for the software is below. Please note, I have no affiliation with the developer of this software. The source code is published on Github for those who are versed in coding.

    Portfolio Performance

    I haven't fully explored the app. I'm not sure if it offers integration with your brokerage account however, you can import csv file for historical transactions or manually enter it.

    Below is a mock portfolio dashboard I created for Q4 2022 in Portfolio-Performance bench-marking it against 5 indices. The green shaded area is the 'mock or Entire Portfolio' consisting of various ETF's in your portfolio.


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    Jay90, 15th Nov, 2022
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