Portfolio Performance

Active

Country: Germany (DE)
Founded: 2012
Developer: Andreas Buchen
Pricing: Free (open-source desktop); Mobile apps with optional Premium subscription
Open source: Yes
Platforms: Windows, macOS, Linux, iOS, Android

Indexes

Investing/Portfolio

Overview

Portfolio Performance is an open-source desktop application for tracking and calculating investment portfolio performance across multiple accounts using metrics like True-Time Weighted Return and Internal Rate of Return (IRR). It records transaction history including purchases, sales, taxes, and fees, and loads historical prices from sources such as Yahoo Finance, AlphaVantage, and built-in providers for German and US stocks. iOS and Android mobile apps serve as companions for viewing and analyzing desktop-managed portfolios, with premium subscriptions unlocking full dashboard access.

Key Features

Performance Calculation - Computes True-Time Weighted Return and IRR for holdings across accounts.
Transaction Tracking - Records full history of purchases, sales, taxes, and fees.
Historical Prices - Loads prices from Yahoo Finance, AlphaVantage, CoinGecko, and built-in German/US stock providers.
Dashboards and Charts - Provides performance views, asset statements, earnings charts, and taxonomies with pie charts.
Portfolio Management - Manages securities accounts, classifications, and rebalancing information.
Exchange Rates - Updates reference rates from ECB.
Filters - Restricts calculations and charts to specific accounts or classifications.
Reporting Periods - Supports analysis for various periods (trading days limited on mobile).

Pricing

Plan	Price	Includes
Desktop	Free	Full open-source features including performance tracking and price updates.
Mobile Basic	Free	View statements, charts, performance, earnings, taxonomies, and limited widgets.
Mobile Premium	Subscription (details not specified)	Unlocks all dashboards, mobile dashboard creation/editing, and supports development.

Platforms & Requirements

Desktop version runs on Windows, macOS, and Linux with no specified minimum requirements beyond standard Java support. iOS and Android mobile apps complement the desktop by allowing viewing and analysis of synced portfolios but require transaction entry on desktop. Mobile lacks latest price updates and full trading day-based reporting.

Integrations & Ecosystem

Yahoo Finance
AlphaVantage
CoinGecko
Leeway
Quandl
HTML
JSON
ECB exchange rates
Portfolio Performance ID for stocks

Alternatives

App	Difference
Empower (Personal Capital)	Free web/mobile app with automatic account linking for net worth and investment tracking.
Snowball Analytics	Paid ($149.99) tracker focused on dividends and stock portfolios.

Reputation

Users praise Portfolio Performance for its accurate performance calculations, open-source nature, and comprehensive desktop features like multi-account tracking and historical data integration. The mobile companions receive positive feedback for on-the-go viewing but note limitations in editing and some updates. Criticisms include a learning curve for setup and manual transaction entry requirements.

Sources (8)