https://github.com/ashchan/returns

Track your multiple investment or portfolios and calculate returns in one place.
https://github.com/ashchan/returns

finance-management investment-calculator investment-portfolio swiftui

Last synced: about 2 months ago
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Track your multiple investment or portfolios and calculate returns in one place.

• Host: GitHub
• URL: https://github.com/ashchan/returns
• Owner: ashchan
• License: other
• Created: 2021-07-19T07:55:11.000Z (about 3 years ago)
• Default Branch: main
• Last Pushed: 2023-12-05T03:21:57.000Z (10 months ago)
• Last Synced: 2024-07-17T15:01:58.083Z (2 months ago)
• Topics: finance-management, investment-calculator, investment-portfolio, swiftui
• Language: Swift
• Homepage: https://apps.apple.com/app/id1593819081
• Size: 2.16 MB
• Stars: 269
• Watchers: 7
• Forks: 16
• Open Issues: 1
• Metadata Files:
  • Readme: README.md
  • License: LICENSE

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README

        
# 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](https://www.bogleheads.org/forum/viewtopic.php?f=10&t=150025) built by [Bogleheads forum](https://www.bogleheads.org/forum/index.php) member longinvest.

To learn more about how it computes returns, see Bogleheads wiki page [Calculating personal returns](https://www.bogleheads.org/wiki/Calculating_personal_returns).

![screenshot](returns.png)

## 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.

* Import and export portfolios as JSON.

## Download

[![download on the Mac App Store](badge-download-on-the-mac-app-store.svg)](https://apps.apple.com/app/id1593819081)

Requires macOS 11 Big Sur or later.

## Usage

1. Create a portfolio.

1. Add one or more accounts.

1. At the close of the last day of each month, add **total contributions**, **total withdrawals** and **account balance** to each account.

1. 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](LICENSE) file for more info.