Portfolio Performance

Portfolio Performance is an open-source desktop application for tracking and evaluating investment portfolios made up of stocks, cryptocurrencies and other assets. It calculates the performance of an entire portfolio across multiple securities and cash accounts, using the true time-weighted rate of return and the internal rate of return.

The full history of transactions can be recorded, including purchases, sales, taxes and fees. Historical prices can be loaded from many sources such as HTML pages, JSON, Yahoo, Leeway, TwelveData, Alpha Vantage and CoinGecko, and historical exchange rates are fetched automatically from the European Central Bank. Rebalancing is supported against freely defined asset allocations.

Data is stored in an open file format available as XML and can be exported to CSV. Desktop versions are offered for Windows, macOS and Linux, along with a mobile app, and the project provides a forum, a manual, importers for PDF statements and trade calendars. It is written in Java on the Eclipse platform and licensed under the Eclipse Public License.