VOL. XCIV, NO. 247
A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES
Portfolio Performance Review, Pricing, and Features
Portfolio Performance
Portfolio Performance is a free open-source desktop tracker for detailed performance accounting, TTWROR and IRR, currencies, rebalancing, imports, and privacy without broker credentials. It suits hands-on investors willing to maintain local transactions, with a mostly read-only mobile companion.
Best for
- Cost-sensitive investors looking for local-first desktop portfolio accounting, TTWROR/IRR performance, multi-currency support, imports, exports, and rebalancing without sending broker credentials to a SaaS app.
- Investors comparing free portfolio trackers that store data locally.
- Users who are willing to maintain transactions themselves in exchange for privacy, flexibility, and deep performance reporting.
Watch out
- The core product is a desktop application. The mobile app is primarily a companion for viewing the portfolio file.
- Portfolio Performance supports imports such as CSV and Interactive Brokers Flex Query, but not live broker-connected syncing.
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Pricing
Free • From $25/yr · 3 plans
Desktop (Open Source)
Free desktop application (Windows/macOS/Linux).
Mobile App (Core)
Free companion app for viewing/analyzing the same portfolio file; currently read-only.
Premium
Optional subscription that unlocks dashboards and allows creating/editing mobile dashboards.
Key features
- Tracking portfolios across accounts and securities accounts with purchases, sales, fees, taxes, dividends, transfers, and full transaction history.
- Metrics for performance with True-Time Weighted Rate of Return, Internal Rate of Return, drawdown, volatility, semivariance, charts, heat maps, and other risk/performance views.
- Taxonomies and allocation charts to classify holdings by asset class, region, sector, strategy, or any custom structure.
- The rebalancing view to compare target and actual allocations and calculate portfolio deltas.
- Update historical prices through built-in providers, Yahoo Finance, JSON, CSV, and other quote sources, with ECB FX rates for foreign-currency accounts.
- Store data locally in XML, binary, or password-protected AES-256 `.portfolio` files rather than sending portfolio data to a SaaS tracker.
- Import support for transactions from PDF bank documents, CSV files, manual entry, and Interactive Brokers Activity Flex Query.
- Export support for portfolio data as CSV, JSON, or XML for offline analysis, backups, and external workflows.
- The mobile companion app to read the same portfolio file from cloud storage and run calculations locally on-device; editing is not currently the core mobile workflow.
- Manual maintenance: there is no live broker sync, no trading execution, and users must manage securities, accounts, transactions, and quote sources themselves.
- Optional mobile Premium dashboards and optional historical market-data services only if the desktop-first free workflow is not enough.
FAQ
Is Portfolio Performance free?
Not entirely. Portfolio Performance includes a free tier, but its paid subscription options unlock more capacity. Visit the vendor site for current limits and pricing.
Who is Portfolio Performance best for?
Portfolio Performance is built for Retail Traders. It suits intermediate and advanced users.
What platforms and connections does Portfolio Performance support?
You can use Portfolio Performance on Desktop and Mobile. Integrations include Interactive Brokers (Activity Flex Query import), Google Drive (file sync via OS), OneDrive (file sync via OS), and iCloud (file sync via OS).
Which markets does Portfolio Performance cover?
It tracks Stocks, ETFs, Mutual Funds, Bonds, Cryptos, Commodities + 1 more. Identifiers include Ticker and ISIN.
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Information
Who runs this
I'm Jera Value, and I write every record here myself. I'm an independent investor who likes code and value investing, and I keep these notes because I use the tools for my own research. When a page is wrong, I fix it and say so.
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This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).
Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.