Based on 5 reviews
AI-generated from reviews on this page. Verify anything important with the company directly.
Aures Portfolio successfully replaces the spreadsheet friction with a cleaner interface for tracking investments. The automatic exchange rate updates and built-in XIRR calculations are wonderful features. However, the absence of cloud sync is a slight drawback. Since data lives only in the browser, users must be diligent about exporting CSV backups. For those who manage their backups well, it is a free and effective solution.
This is brilliant. No ads, no server, and your data stays right in your browser. I love that it handles multiple currencies and calculates gains automatically. Truly free and open.
Aures Portfolio presents itself as a dedicated replacement for manual spreadsheet tracking, focusing on keeping every euro in its place. The application supports multiple currencies, automatically updating exchange rates to show a total in your base currency. It logs transactions, including buys and sells, and accurately tracks realized gains even after a position is closed. Dividends, bond coupons, and interest payments are counted toward total return, ensuring nothing is left out. The history feature allows for snapshots over time, calculating annualized returns via XIRR. Users can also set optional rebalancing targets to see what assets need buying or selling to stay aligned with their desired percentages. The tool supports multiple portfolios, allowing separate tracking for different holdings, such as a family member’s assets. A PDF report generates a clean summary of allocation, currency exposure, and dividends. Data remains entirely in your browser, with no account or server required, ensuring privacy. However, this local-only approach means there is no cloud sync. If you clear your browser data or switch devices without a backup file, your information is lost. Regular export to CSV is necessary to keep your data safe. The app is free, open, offline-first, and available in four languages without any premium tiers or usage limits.
The transition from spreadsheet to Aures Portfolio feels natural, preserving the familiar logic of categories and rebalancing while removing the friction of manual upkeep. Realized gains and dividends are tracked accurately, and the XIRR history provides clear insight into annualized returns. The offline-first architecture is excellent for privacy. My only reservation is the lack of cloud sync; users must remember to export CSV backups regularly, as clearing browser data means losing the portfolio entirely. For disciplined users, it is a robust solution.
Finally a tool that handles multi-currency portfolios without the headache of broken formulas. Aures Portfolio keeps everything in your browser, so your data stays local and secure. It is free, has no ads, and updates exchange rates automatically. This is exactly what I needed.
No news yet. This is where the business shares its own updates and press.
No photos yet. Photos shared by reviewers will show up here.
Aures Portfolio is a free, offline-first web application designed for tracking investment holdings across multiple currencies. The tool allows users to record transactions such as purchases, sales, dividends, and bond coupons while automatically calculating realized gains and losses. It supports multiple portfolios per user and offers features such as automatic exchange rate updates, historical snapshots with annualized return calculations, and optional rebalancing targets. The application stores all data locally in the user's browser, does not require an account, and does not display ads.