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.
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Questions about Aures Portfolio
What is Aures Portfolio?
Aures Portfolio is a free, offline-first web application designed for tracking investment holdings across multiple currencies. It allows users to record transactions like purchases, sales, dividends, and bond coupons while automatically calculating realized gains and losses. The tool supports multiple portfolios per user and features automatic exchange rate updates with historical snapshots for annualized return calculations. It stores all data locally in the user's browser, requires no account, and displays no ads.
What are the pricing and cost structure details for using Aures Portfolio?
The tool is completely free with no premium tier, usage limits, or ads. It costs nothing to use or maintain because it runs directly in the browser. There is no server infrastructure required to keep the portfolio tracking operational.
Can I manage multiple investment portfolios within the same application?
Users can create multiple portfolios to keep their own holdings separate from a family member's assets. Each portfolio has its own distinct assets, transactions, and history. This feature allows for clear separation of different investment groups within the same application.
How does the multi-currency feature handle exchange rates and totals?
The platform supports holding assets in euros, dollars, or any other currency. Exchange rates update automatically, and the total always displays in the user's base currency. This ensures accurate tracking regardless of the currency in which the assets are held.
What specific transaction types does the tool automatically calculate?
The application automatically calculates realized gains and losses for every sale. It also counts every payout, including dividends and bond coupons, toward the total return. These features ensure that all financial movements are recorded without manual intervention.
How does the optional rebalancing feature assist with portfolio management?
Users can set a target percentage per category to see what to buy or sell to get back in line. This optional rebalancing feature helps maintain the desired allocation without breaking the core logic of the spreadsheet method.
What reporting and backup options are available to users?
Aures Portfolio generates a clean, printable summary of the portfolio. This report includes allocation, currency exposure, dividends, and realized gains. Users can also backup and export everything to a single file to prevent data loss.
What spreadsheet-based method inspired the design of Aures Portfolio?
The application is inspired by the community portfolio-tracking spreadsheet method. It removes the friction of fixing formulas after updates or dealing with shared sheets that drift out of sync. Everything users did on the spreadsheet, such as rates and categories, is preserved but functions more reliably.
How does the application track historical performance and returns?
The tool provides a history that builds itself snapshot after snapshot. It tracks the portfolio's real growth and calculates annualized return (XIRR) over time. This allows users to see the actual performance rather than just current values.
How does Aures Portfolio define its primary function compared to trading apps?
The website states that the application is designed to be a tool for recording, understanding, and keeping in order what users already own. It is not described as a trading app but rather as a recorder for existing holdings. This distinction focuses the tool on organization and clarity.
What is the official website of Aures Portfolio?
The official website of Aures Portfolio is auresportfolio.com.
How is Aures Portfolio rated on Trustburn?
On Trustburn, Aures Portfolio has a rating of 4.4 out of 5 based on 5 reviews.
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5 Reviews
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.
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About Aures Portfolio
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.
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