Portfolio Performance

What it is

Portfolio Performance is a Java desktop application that answers one question well: what did this whole portfolio, across every bank and broker, actually return. You record the full transaction history — buys, sells, dividends, fees, taxes, deposits — and it computes true time-weighted rate of return and internal rate of return over any reporting period, with a statement of assets, a payments view, trades, rebalancing against an asset allocation you define, and a configurable dashboard. It is Andreas Buchen's project, copyright dated from 2012, licensed EPL-1.0, and the data lives in one XML (or binary, optionally password-encrypted) file on your disk.

It runs on Windows 10 and newer, macOS 11 and newer, and Linux on x86-64 and aarch64, with Flathub, Homebrew and MacPorts packages. Six releases shipped between 3 June and 16 August 2026, the latest 0.87.0 on 16 August after 0.86.1 on 30 July and 0.86.0 on 16 July. On 26 September 2026 the repository had 4,076 stars and 381 open issues, and its last commit was on 20 September.

Pricing

The desktop application costs nothing, asks for no donation and has no paid edition. What is for sale is Premium, a subscription inside the mobile companion app published by MSM Mannheimer Software-Manufaktur UG: EUR 3 a month or EUR 30 a year in the German App Store, USD 3 or USD 25 in the US one. It unlocks dashboards on the phone and, used with the same email on the desktop, delayed latest quotes for US securities. Contributors to the project can ask for a free year.

Data & coverage

Prices come from a feed you choose per security. The built-in provider is free with a Portfolio Performance ID — an email address, with a login to renew every 90 days — and covers the major US exchanges and more than 20 European markets. The source tree also carries Yahoo Finance, Alpha Vantage, EOD Historical Data, Finnhub, Twelve Data, Leeway, Quandl, CoinGecko, Binance, Kraken, Bitfinex, Indian mutual-fund feeds, Eurostat inflation, generic HTML-table and JSON scrapers, and manual or CSV prices. The manual itself says only the built-in feed, Yahoo and JSON are practical for a typical portfolio, and that Yahoo returns only three months of history by default. Exchange rates are the ECB reference rates, loaded automatically.

Integrations

The import side is the reason people choose it. The PDF importer reads transaction statements from more than 90 banks and brokers by the manual's count — 130 extractor classes in the source on 26 September 2026, weighted heavily to Germany, Austria and Switzerland, with Degiro, Trading 212, Revolut, Saxo, CommSec, Questrade and Wealthsimple among the rest. There is a CSV importer, an Interactive Brokers Flex Query importer and a Trade Republic CSV importer. Export is CSV, taxonomies as JSON, and the XML file itself; holdings can also be pushed to DivvyDiary and myDividends24 with an API key. The interface ships in 19 languages.

Limitations

• No broker sync. Every statement is a file you download and import; a bank with no importer means requesting one on the forum or typing transactions in.
• Not a tax report. It records taxes paid and calculates capital gains by FIFO or moving average, but produces nothing shaped for filing.
• The mobile app is read-only. It reports on the desktop file and supports a subset of the desktop's dashboard widgets.
• The workflow and forum are German first. Release notes lead in German, and the importer list reflects that — a US-only investor will write CSV more often than import PDFs.
• Prices are your problem. The manual itself warns that the free feeds' terms "have become increasingly restrictive over time"; the built-in feed covers US and European listings, and anything else is a scraper you configure and maintain.

Alternatives

Ghostfolio is the self-hosted web answer, with an API and no PDF import; Wealthfolio is the newer local-first desktop app, with paid broker sync. If you want the import work done for you and a tax report at the end, Sharesight is the paid trade; getquin and DivvyDiary are the German-market hosted options. The rest are in portfolio trackers.