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Portfolio Performance Review, Pricing, and Features

By Jera Value · Verified Sep 2026

Portfolio Performance gives you detailed investment accounting in a local desktop file. Record trades, fees, taxes, dividends, and transfers, then compare time-weighted and money-weighted returns, allocations, and rebalancing targets. Import supported statements or transactions instead of sharing broker credentials. The open-source desktop app is free; the mobile companion mainly reads your file, with optional Premium dashboards. You retain control of the records, but must maintain transactions and quote sources yourself.

Verdict

Worth it if you want detailed local records and control over portfolio performance calculations.

  • Return analysis: account for cash flows, fees, and taxes
  • Allocation review: compare holdings with rebalancing targets
  • Local control: maintain portfolio files without broker credentials

Skip it if you need live broker synchronization or mobile transaction editing.

  • Manual upkeep: transactions and quote sources need maintenance
  • Desktop-first: core record editing stays on desktop
  • Mobile scope: the companion mainly reads portfolio files
Portfolio Performance logo

Portfolio Performance

portfolio-performance.info
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Desktop / Mobile · How this site is funded

Pricing

Prices checked
3 plans
Save 31% yearly

Desktop (Open Source)

$0

For local transaction and return tracking

  • Free open-source desktop portfolio accounting.
  • TTWROR and IRR reporting.
  • Supported PDF, CSV, and Flex imports; CSV or XML exports.

Mobile App (Core)

$0

For viewing portfolio files on mobile

  • Read compatible portfolio files on mobile.
  • Performance, asset, earnings, and allocation views.

Premium

$25/yrBilled annually· Save 31% vs monthly

For mobile dashboards and customization

Everything in Mobile App (Core), plus

  • Create and edit mobile dashboards.
  • Supported delayed U.S. quotes.
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Key features

  • Transaction accounting

    Record trades, transfers, dividends, fees, and taxes across accounts.

  • Performance reports

    Calculate TTWROR, IRR, drawdown, and volatility.

  • Allocation targets

    Group securities with custom taxonomies and compare target weights.

  • Statement and data imports

    Load supported PDF, CSV, and Interactive Brokers Flex records.

  • Local portfolio files

    Store XML, binary, or optional AES-256-protected portfolio files.

  • Mobile companion

    Read portfolio data on mobile; Premium adds customizable dashboards.

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.

Tool details

Highlights

  • Free tier available
  • Starred: An editor pick: I would reach for it first in its category. Not for sale.
  • Tested: I used the product myself, long enough to have an opinion about it. Not a full audit.
  • Domain rating54: Ahrefs scores how strong a site's backlinks are, from 0 to 100. A high score usually means an established site that many others cite and trust.

Domain Rating by Ahrefs

Categories

Asset types

  • Stocks
  • ETFs
  • Mutual Funds
  • Bonds
  • Cryptos
  • Commodities
  • Other

Granularity & latency

  • EOD
  • End of Day

Target audience

Retail Traders

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Curation & Accuracy

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.