Portfolio Performance
Free, open-source desktop app for tracking the true return of an investment portfolio.
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About Portfolio Performance
Portfolio Performance is a desktop app for recording every transaction in your investment accounts, including purchases, sales, dividends, taxes and fees, and calculating how your portfolio has really performed. It reports true time-weighted return and internal rate of return across all accounts, loads historical prices from sources such as Yahoo Finance, CoinGecko and Alpha Vantage, handles foreign-currency accounts using European Central Bank rates, and helps rebalance towards an asset allocation you define. Data stays on your computer in an XML file and can be exported as CSV or JSON. Many users import broker PDF statements to save typing. It is free and open source under the Eclipse Public License, with no paid tier, and runs on Windows, macOS and Linux. It is popular with German-speaking investors and suits anyone who wants precise numbers and is willing to keep records carefully.
Best for: Hands-on investors who want accurate, private return calculations across all their accounts.
Pros and cons
What works
- Free and open source with no paid tier
- True time-weighted return and IRR across accounts
- Data stays local in an open XML file
- Many price data sources, including crypto
Why people leave
- No automatic broker syncing; transactions are imported or typed in
- Desktop interface feels technical for beginners
- Mostly German-speaking community and broker support
Top Portfolio Performance alternatives
See all 3- 1
Monarch Money67.6Budgeting app that also tracks investment accounts, if you want net worth and spending together.
- 2
Ghostfolio66.5Open-source web app you can self-host, so you can check your portfolio from any device.
- 3
Sharesight62.6Hosted tracker that imports trades from many brokers and handles dividends automatically.
Why people left Portfolio Performance
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Portfolio Performance: common questions
Is Portfolio Performance free?
Yes. Portfolio Performance is free, open-source software.
Is Portfolio Performance open source?
Yes. The source code is on GitHub at portfolio-performance/portfolio.
What platforms does Portfolio Performance run on?
Portfolio Performance is available for Windows, macOS and Linux.
What are the best alternatives to Portfolio Performance?
The highest-ranked Portfolio Performance alternatives right now are Monarch Money, Ghostfolio and Sharesight. See the full ranked list for pricing, platforms and verified facts.