Portfolio Performance is a tool to calculate the overall performance of an investment portfolio – across all accounts
It uses True-Time Weighted Return or Internal Rate of Return for the calculations.
The software is free and open source software.
The documentation is in German.
Key Features
- Accounts:
- Deposit accounts.
- Securities accounts.
- Investment plans.
- Reporting:
- Statement of assets:
- Chart.
- Holdings.
- Performance:
- Calculation.
- Chart.
- Return / Volatility.
- Securities.
- Payments.
- Trades.
- Statement of assets:
- Currencies with charting and a currency converter.
- Export to CSV format.
- Import: PDF bank documents, CSV, various templates, and Interactive Brokers: Activity Flex Query files.
- Internationalization support – translations available for Czech, Dutch, French, Italian, Portuguese, Russian, and Spanish.
- Cross-platform support – runs under Linux, macOS, and Windows.
Website: www.portfolio-performance.info
Support: GitHub Code Repository
Developer: Andreas Buchen and contributors
License: Eclipse Public License
Portfolio Performance is written in Java. Learn Java with our recommended free books and free tutorials.
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| Ghostfolio | Wealth management software built with web technology |
| Chart Geany | Market technical analysis, charting and a portfolio manager |
| MAS | Tools for analysis of financial markets using technical analysis |
| TradeSim | Test strategies without risk in a simulated market |
Read our verdict in the software roundup.
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