Portfolio Performance

Calculates how your investments are actually doing across several accounts, using the measures a professional would use.

FreeOpen sourceWindowsmacOSLinux
Official websiteportfolio-performance.infoDownload pageportfolio-performance.infoSource codegithub.comDocumentationhelp.portfolio-performance.info

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3 more ways to get Portfolio Performance

Package managers

  • Chocolateychoco install portfolio-performance
  • Homebrewbrew install --cask portfolioperformance
  • Flathubflatpak install flathub info.portfolio_performance.PortfolioPerformance

About Portfolio Performance

Portfolio Performance tracks stocks, funds, bonds, cryptocurrencies and cash across multiple accounts and depots, then computes real returns using true time-weighted rate of return and internal rate of return rather than the naive percentage most apps show. Dividends, fees and taxes are all accounted for.

It imports from a long list of brokers through PDF importers contributed by the community, fetches prices from several sources, and shows allocation by asset class, region, industry and currency. Everything stays in a local file; there is no account and no cloud.

Strengths

  • True time-weighted and internal rate of return, not a simplified percentage
  • Handles several accounts and depots as one portfolio
  • Community-contributed PDF importers for many brokers
  • Data stays in a local file with no account required

Limitations

  • Eclipse-based, so it is heavy and the interface is unusual
  • The terminology assumes some investing knowledge
  • Much of the documentation and community is in German
  • Broker importers break when a broker changes its statement layout

Details

Pricing
FreeFree and open source under the Eclipse Public Licence 1.0.
License
EPL-1.0
Developer
Portfolio Performance
Platforms
Windows, macOS, Linux
How it runs
Downloadable app
Account
Not required
Works offline
Yes
Best suited for
Knowing what your investments have really returned across several brokers
Last verified
Added
Provenance
Selected from the TechWalrus downloads catalog (Finance); facts checked against the developer's own pages, 2 sources on file.

Alternatives to Portfolio Performance

Compare all

Software that can replace Portfolio Performance for an important use case, and what changes if you switch.

  • Ghostfolio

    A self-hosted wealth dashboard that tracks stocks, ETFs, crypto and cash across platforms and shows what your portfolio is actually made of.

    FreemiumOpen sourceLinuxSelf-hostedWeb

    Ghostfolio is a self-hosted web dashboard adding crypto and composition analysis by sector and region, but needs Docker, PostgreSQL and Redis, and has no PDF broker importers.

  • Rotki

    Open-source, local-first portfolio and tax tracker that protects user privacy.

    FreemiumOpen sourceWindowsmacOSLinux

    Rotki is a local-first desktop portfolio tracker focused on crypto with tax tracking, offered as freemium open source rather than broker-oriented securities analysis.

  • KMyMoney

    Double-entry personal finance manager from the KDE community.

    FreeOpen sourceWindowsmacOSLinux

    KMyMoney handles investments inside a double-entry personal finance manager with online price quotes, but lacks dedicated time-weighted and internal rate of return analysis.

Similar software

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