Portfolio Performance
Verified working Aug 6, 2026
Open-source portfolio analytics across accounts, depots, and currencies.
Portfolio Performance is an open-source app for tracking investments and calculating portfolio returns across multiple brokerage accounts and cash accounts. It records detailed transactions such as purchases, sales, taxes, and fees, then calculates metrics including true time-weighted return and internal rate of return.
Why it stands out
- Open-source software under the Eclipse Public License rather than a broker-tied or cloud-only tracker.
- Designed to calculate whole-portfolio performance across multiple depots and accounts, not just single-account balances.
- Supports both open local data storage and CSV export, giving users more control over their records.
- Broad quote-source support, including crypto-oriented sources and automatic ECB currency history.
- Includes rebalancing workflows based on user-defined asset allocation targets.
Good to know
- Accurate reporting depends on keeping a complete transaction history, including fees, taxes, and cash movements.
- Historical price coverage depends on the selected external data source and the identifiers available for each security.
- It is an analysis and record-keeping tool, not a brokerage or trading platform.
Under the radar: For German and U.S. stocks, try the built-in quote supplier using the Portfolio Performance ID before setting up custom Yahoo, JSON, or HTML price imports.
Photos
Self-directed investors who need performance reporting across several brokers, accounts, and asset types can consolidate their portfolio in one tool. Track the effect of fees, taxes, and cash movements on investment returns. Compare portfolio performance using time-weighted and money-weighted return methods. Build asset-allocation targets and use them to guide rebalancing decisions. Maintain a local, exportable record of investment activity over time.
Transaction history tracking for buys, sells, taxes, fees, and other bookings; performance calculations including TTWROR and IRR; historical price imports from sources such as Yahoo, JSON/HTML feeds, TwelveData, Alpha Vantage, CoinGecko, and built-in stock quote providers; automatic historical ECB exchange rates; asset-allocation and rebalancing support; open XML file format with CSV export.
Technical Notes
- Portfolio data is stored in an open XML-based file format.
- Data can be exported as CSV for use in spreadsheets or other analysis tools.
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