Tech riderRev. 4 Oct 2026
Portfolio Performance
- 1Runs onAndroid, iOS, Linux, Mac, Windows
- 2CostsFree plan · free trial · paid from $2.08/mo
- 3Asset class coveragemulti asset
- 4Performance reportingYes
- 5Allocation analysisYes
- 6Risk analysisYes
- 7Tax-lot trackingYes
7 lines stated Written from the maker's own pages: portfolio-performance.info, apps.apple.com
Overview
Portfolio Performance is ranked #2 of 81 in portfolio management software on Specifiction, made by Portfolio Performance (Mannheim, Germany). It runs on Android, iOS, Linux, macOS, Windows. There is a free plan. A free trial is offered. Paid plans start at $2.08/mo.
Portfolio Performance plans and pricing
All plansPremium (Monthly) $3/mo Automatically renews unless canceled at least 24 hours before the current period ends Optional mobile subscription; unlocks dashboards apps.apple.com · 4 Oct 2026
Premium (Yearly) $25/yr Automatically renews unless canceled at least 24 hours before the current period ends Optional mobile subscription; unlocks dashboards apps.apple.com · 4 Oct 2026
Compared on portfolio management software
- Free plan
- Yesportfolio-performance.info
- Asset class coverage
- multi_assetportfolio-performance.info
- Performance reporting
- Yesportfolio-performance.info
- Allocation analysis
- Yesportfolio-performance.info
- Risk analysis
- Yesportfolio-performance.info
- Tax-lot tracking
- Yesportfolio-performance.info
Facts
- Purpose
- The desktop application tracks securities portfolios across accounts and calculates performance using true-time weighted return and internal rate of return.help.portfolio-performance.info · 4 Oct 2026
- Portfolio analysis
- It provides portfolio overviews, key figures, charts, historical price tracking, security classification, asset allocation, and rebalancing.help.portfolio-performance.info · 4 Oct 2026
- Transactions
- Users can record purchases, sales, taxes, fees, and other transactions, or import statements from online banks and brokers.portfolio-performance.info · 4 Oct 2026
- Price sources
- The desktop app supports historical prices from sources including HTML, JSON, Yahoo Finance, Quandl, AlphaVantage, CoinGecko, and a built-in provider for German and US stocks.portfolio-performance.info · 4 Oct 2026
- Data and export
- Portfolio data is stored in XML and can be exported as CSV or JSON.portfolio-performance.info · 4 Oct 2026
- Mobile app
- The mobile app reads the desktop portfolio file for viewing and analysis, but users cannot edit portfolio data in the app.portfolio-performance.app · 4 Oct 2026
- Mobile compatibility
- The app is compatible with iOS 12 and Android 7 or later, and the FAQ says larger files and complex calculations may require a more powerful device.portfolio-performance.app · 4 Oct 2026
- Cloud storage
- The mobile app uses the mobile operating system and third-party cloud apps for file access; users report success with iCloud, Google Drive, OneDrive, and Jottacloud.portfolio-performance.app · 4 Oct 2026
- Mobile price feeds
- The mobile app supports configured historical price sources including Portfolio Report, Yahoo Finance, HTML, JSON, CoinGecko, and Eurostat HICP, but does not use latest-price configurations.portfolio-performance.app · 4 Oct 2026
- Mobile limits
- The FAQ says the mobile app supports 36 of 48 desktop dashboard widgets and lists several unsupported widgets, including volatility and portfolio fee rate.portfolio-performance.app · 4 Oct 2026
- Security and privacy
- The mobile app says password-protected files use AES256 encryption, financial bookings are processed on the phone, and basic local app usage does not transmit portfolio files to the service.portfolio-performance.app · 4 Oct 2026
- Support
- The maker directs users to its forum for help with the desktop product and provides support by email for the mobile app.help.portfolio-performance.info · 4 Oct 2026
- License and history
- The project began in 2012 and its source code is licensed under the Eclipse Public License 1.0.help.portfolio-performance.info · 4 Oct 2026
Company
- Founded
- 2012portfolio-performance.info · 28 Sept 2026
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Where it ranks on Specifiction
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Sources
- help.portfolio-performance.info/en/· checked 4 Oct 2026
- portfolio-performance.info/en/· checked 4 Oct 2026
- portfolio-performance.app· checked 4 Oct 2026
- portfolio-performance.app/en/faq· checked 4 Oct 2026
- portfolio-performance.app/privacy-policy· checked 4 Oct 2026
- help.portfolio-performance.info/en/about/· checked 4 Oct 2026
- apps.apple.com/us/app/portfolio-performance/id64511181· checked 4 Oct 2026