FINARKY

What it does

FINARKY is a portfolio tracker that shows your Personal Rate of Return (PRR), i.e., the APY of the equivalent savings account. This lets you quickly see if you're on track to meet your investment goals, and evaluate and compare your investment decisions.

Portfolio tracker for stocks, crypto, ETFs... with Personal Rate of Return (aka PRR, MWRR, or IRR), taxes, and Future Calculator.

* PRR (Personal Rate of Return, aka MWRR or IRR) is the APY of a fixed-rate account that, with the same cashflows as the portfolio, ends up with the same balance. Quickly see how your portfolio will evolve based on return rate (prefilled with your PRR), contributions, and withdrawals. The chart lets you instantly visualize and explore the future evolution of cumulative contributions, withdrawals, and gains, and how compounding will impact your balance over time. FINARKY lets you know the net value of your investments by calculating capital gains taxes for both past and future sales. Just set your tax brackets and holding periods once, then experiment with different sales combinations to…from finarky.com

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  Finarky – Portfolio Tracker with Personal Rate of Return2023 · finarky.com · ▲9

  A minimalist portfolio tracker that calculates your Personal Rate of Return (using Internal Rate of Return, IRR). Although often missing in more featured and complex apps, the Personal Rate of Return is essential to know if you're on track to meet your investment goals, compare the performance of your different investments, or with other people's portfolios without revealing any specifics. This is a side-project. Built with ClojureScript and Krell/Reagent/React Native.

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