Portfolio Performance ist ein Open Source Programm zur Berechnung der Performance eines Gesamtportfolios - über verschiedene Depots und Konten hinweg - anhand von True-Time Weighted Rate of Return und internem Zinsfuß., Introduction What is Portfolio Performance? Since the beginning of 2012, Portfolio Performance has been available to calculate the performance of an overall portfolio – across various depots and accounts – based on the True-Time Weighted Rate of Return and the internal rate of return. Portfolio Performance is a simple and powerful tool for managing your securities portfolio., An open source tool to calculate the overall performance of an investment portfolio - across all accounts - using True-Time Weighted Return or Internal Rate of Return., Evaluating Your Portfolio. Performance and risk assessment are important, so Portfolio Performance offers several ways to evaluate and track them. Classifying Asset Allocations. With your own structure, you map the weighting of asset allocations, e.g., by region and/or asset class. Defining a Portfolio Strategy and Performing Rebalancing. You , Dieses Handbuch führt in Portfolio Performance ein, erklärt Portfolioverwaltung, Performance-Berechnung (TWRR, interner Zinsfuß) und erste Schritte (Portfolio-Datei, Wertpapiere, Import). Es betont die Vorteile gegenüber Excel und ruft zur Mitarbeit auf. Struktur basiert auf Diataxis (Erste Schritte, Grundlagen, How-to, Referenz)., Measure Performance. To assess your portfolio's performance, start by examining the Dashboard. Key performance and risk indicators for the entire portfolio are summarized in a dashboard, accessible through the menu View > Reports > Performance or via the sidebar (see Figure 1). A comprehensive review of the dashboard is available in the Reference Manual under View > Performance..