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portfolio performance is for those who invest on different platforms, or just want to keep a perfect overview of their investments.
The software is free and free of advertising and a extremely useful Tool, which we have been using for years!
You can enter all your stocks, ETFs, cryptocurrencies, etc. here and track them clearly. To make it a little easier for you to get started with the program, we have provided you with a portfolio performance Tutorial recorded. Any other questions, we'll be happy to answer in the comments below!
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11 responses
How can I map the 3a securities in the PP?
Hello Alain,
There are detailed instructions on how to do this in the PP forum - but in my experience this does not always work. Especially because many pension index funds are only intended for institutional investors and are therefore probably not maintained in PP.
But there are, for example, some Viac funds for PP.
Feel free to share your experiences here if you find out more!
Thanks for the tip! Can you make a statement about the comparison with GetQuin? Advantages/disadvantages?
Thank you
Hi Dani,
Thanks for your input, I'll keep that in mind!
PP is now also available as a mobile phone app ...
Great, thanks for the info, Thomas!
I'm new here.
How can I enter the UBSETF Silver USD DIS, ISIN: CH0118929048, SIX Swiss Exchange (traded only in Switzerland) into the programme?
Kind regards
André
If you cannot find the security in PP, you can alternatively import the prices manually (e.g. in Excel format)
Hello Eric
Do you have an example? Where do I get the courses in Excel format and where do I import them? I'm a bit stumped.
Hi André,
on sites like Finanzen.net or Morningstar or other sites (Google helps) you can copy these if necessary and then save them as Excel.
There are definitely instructions on YouTube or in the PP forum! 🙂
Great tool, used it for a long time so far.
But have now switched to folishare.com - it's an online tool.
It's not as flexible as PP, but it's much faster to set up because the stock prices and allocations are stored automatically!