OpenNavo

Portfolio Performance

A portfolio analysis app for recording investment transactions and calculating returns across accounts.

CaskFinance and TradingAuto-updatesApple silicon · Intel
Homepage
From homebrew/cask
30-day installs43#1239 in App
1-year installs927Last 365 days
Latest version0.88.05 days ago · Oct 4
Download size113MBarm64 / x86_64 · dmg
Release cadenceEvery 2 weeks1 release in 30 days

  1. 0.88.0

    LatestOct 4 · Sun

    OpenNavo editorialAdded to Homebrew Oct 4 20:16

    Adds Sifting for historical prices, six PDF importers and CSV export for lists. Also updates 36 PDF importers and fixes pricing and interface issues.

    New
    Sifting is now an online provider for historical prices.Adds PDF importers for six institutions.Exports deposit account, securities account and savings-plan lists to CSV.
    Updates
    PDF importers for 36 institutions were enhanced.Yahoo Finance labels FTSE Global Index quotes (.FGI).Converted transactions retain their import source.
    Fixes
    AMFI India historical prices load again.Yahoo Finance uses the correct Saudi exchange code (.SR).MFAPI previews update when the scheme code changes.The main tab area can no longer be detached accidentally.

  2. 0.87.0

    Aug 16 · Sun

    OpenNavo editorialAdded to Homebrew Aug 16 19:20

    Adds lot-based trade grouping, collapsible asset statement categories, and chart line-width controls. Enhances six PDF importers and fixes issues with imports, instrument searches, exchange rates, and charts.

    New
    Group trades by lot; sales split across the lots they close.Collapse asset statement categories; state is saved per file and taxonomy.Set historical price chart lines to 1, 2, or 3 pixels.
    Improved
    Enhanced PDF importers for six named financial institutions.Trades view title reflects selected accounts and portfolios.
    Fixed
    Large PDF imports no longer fail with “No more handles.”Unexpected provider responses no longer abort instrument searches.Trades use the transaction’s recorded exchange rate, not the daily rate.Fixed a sporadic portfolio balance chart error after rapid updates.Donut chart sorting now matches pie chart sorting.

  3. 0.86.1

    PatchJul 30 · Thu

    OpenNavo editorialAdded to Homebrew Jul 30 17:01

    PDF and CSV imports remember the last-used directory for each account. Adds a Thurgauer Kantonalbank PDF importer, improves nine PDF importers, and updates table controls, security editing, and calculations.

    Imports
    PDF and CSV imports remember the last-used directory per account.Added a PDF importer for Thurgauer Kantonalbank.Improved PDF importers for nine providers.
    Interface
    Table-header menus now include show/hide column actions.The security attributes page can now be scrolled.
    Calculations
    FIFO gains use the exchange rate recorded on the transaction.Fixed a regression in the calculation of shares held.

An open-source interface for Homebrew. Installs run through the macOS app or the brew command.

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