VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
PRICE: 0 CENTS
Wednesday, January 14, 2026
Portfolio Performance Review, Pricing, and Features
Open-source desktop portfolio tracking + performance analytics tool (TTWROR/IRR), storing data locally (XML; optional binary or AES-256 encrypted.portfolio). Optional mobile companion app is currently read-only; Premium subscription unlocks dashboards. Optional historical market-data service requires login/account.
Community votes (overall)
Key features
- Calculates overall portfolio performance using True-Time Weighted Rate of Return (TTWROR) or Internal Rate of Return (IRR).
- Records full transaction history (purchases, sales, taxes, fees) across accounts and securities accounts.
- Dashboards and reports with performance + risk indicators (e.g., max drawdown, volatility, semivariance) and charts/heat maps.
- Taxonomies for custom classification (allocation charts) and a rebalancing view that computes target vs. actual allocations and deltas.
- Downloads/updates historical prices from multiple quote sources (e.g., Portfolio Performance built-in provider, Yahoo Finance, JSON/CSV, etc.) and supports ECB FX rates for foreign-currency accounts.
- Data stored in a single local XML file; can be saved as binary or password-protected (AES-256).portfolio file and exported as CSV/JSON.
- Imports transactions via PDF bank documents, CSV files, and Interactive Brokers Activity Flex Query.
- Mobile companion app reads the same portfolio file from cloud storage, cannot edit data in-app (currently), and runs calculations locally on-device.
- Mobile optional 'Premium' subscription unlocks dashboards and enables creating/editing mobile dashboards; the historical market-data service is optional and requires an email account/login.
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.
Suggest an edit
Information
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Substack: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
Got ideas for new features?
Suggest on XStarred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
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.