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An extension for Moneydance which analyzes your investment accounts and shows the asset allocation.

Installation Instructions

  1. Download the latest version (listed on the right).
  2. Install it using Extensions->Add.
  3. Restart Moneydance for the extension to appear on the home page.
  4. After that, go to Extensions->Portfolio Allocation in order to set up your asset allocations.

Development Notes

  • This extension demonstrates how to use HomePageView and the currency/security system in Moneydance, as well as how to save settings as preferences of the RootAccount.
  • JFreeChart is used, for some reason we can't just use Moneydance's copy, we have to include our own in the jar (this is why it's so huge).
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