Portfolio Performance

Overview

Portfolio Performance is a free, open-source portfolio ledger and analysis application from a Mannheim, Germany maker founded in 2012. It is best for investors who want account-level transaction records, return calculations and allocation detail on a desktop, with optional phone access for reading that data. The decisive limitation is that mobile users cannot edit the portfolio file.

Key features

The desktop application tracks securities across multiple accounts and reports performance with both true time-weighted return and internal rate of return. That combination helps separate investment results from cash-flow timing, while overviews, key figures, charts and historical prices provide context for the numbers. Security classification, asset-allocation and rebalancing views support portfolio construction; risk analysis and tax-lot tracking add useful depth for investors monitoring exposure and taxable positions.

Purchases, sales, taxes, fees and other transactions can be entered manually, or statements can be imported from online banks and brokers. Historical prices may be drawn from HTML and JSON feeds, Yahoo Finance, Quandl, AlphaVantage, CoinGecko, or the built-in provider for German and US stocks. This breadth suits portfolios spanning asset types and markets, although the quality and continuity of price history depend on the configured provider.

Files are stored in XML and can be exported as CSV or JSON, making the data portable for further work. The project is licensed under the Eclipse Public License 1.0. Desktop support is directed through the maker's forum, while mobile-app support is handled by email.

The mobile application reads the desktop portfolio file for viewing and analysis. It supports iOS 12 and Android 7 or later and uses the operating system plus third-party cloud apps for file access; iCloud, Google Drive, OneDrive and Jottacloud are reported as working options. Financial bookings are processed on the phone, password-protected files use AES256 encryption, and ordinary local use does not transmit portfolio files to the service. Mobile price feeds include Portfolio Report, Yahoo Finance, HTML, JSON, CoinGecko and Eurostat HICP, but latest-price configurations are not used. The app supports 36 of the desktop's 48 dashboard widgets, with items such as volatility and portfolio fee rate unavailable; large files and complex calculations may need a more capable phone.

Pricing

PlanPriceWhat it meansDesktopfreeOpen-source desktop application for full portfolio recording and analysis.Premium (Monthly)$3 a monthOptional mobile subscription that unlocks dashboards. It renews automatically unless canceled at least 24 hours before the current period ends.Premium (Yearly)$25 a yearSame optional mobile subscription and dashboard unlock on an annual term, with the same automatic-renewal and 24-hour cancellation condition.The free Desktop plan is the clear fit for anyone content to work on a computer. Premium is relevant when phone dashboards justify a recurring charge; the yearly term lowers the stated monthly equivalent compared with paying month by month, but both paid plans address mobile access rather than adding desktop editing capabilities.

Platforms

Portfolio Performance runs on Windows, macOS and Linux for desktop work, with companion apps for Android and iOS. Mobile compatibility starts at iOS 12 and Android 7, and demanding portfolios may require stronger hardware.

Who it's for

Choose it for a multi-asset portfolio requiring detailed transaction history, performance reporting, allocation and risk analysis, tax-lot records and exportable files without a desktop licence fee. It is particularly appropriate for investors comfortable maintaining a local XML file and configuring price sources. It is a poor fit for phone-first investors who need to enter or correct trades away from a computer, or for anyone expecting every desktop dashboard widget on mobile.

Pros and cons

Pros

Deep free desktop capability: return calculations, transaction records, tax lots, allocation, risk views and rebalancing are included in the open-source application.

Flexible data handling: bank and broker imports, multiple historical-price providers, XML storage and CSV/JSON export support varied workflows.

Portable mobile viewing: encrypted files and support for common cloud-storage apps make analysis possible across supported phones.

Cons

No mobile editing: trades, fees and corrections must be handled in the desktop application.

Reduced mobile dashboard: only 36 of 48 desktop widgets are supported, including no volatility or portfolio-fee-rate widget.

Provider and device dependence: price history relies on configured sources, while large files and complex calculations can strain phones.

Alternatives

Stock Rover is the better choice for web-based stock research and market monitoring, with Android, iOS, web and Windows support and a free basic tier.

Snowball Analytics suits beginners and index-fund investors who need a free plan covering one portfolio and 10 holdings across Android, iOS and web.

QPLIX is an alternative paid platform available on mobile, desktop, web, API and self-hosted deployments.

AlternativeSoft targets organizations wanting tailored institutional modules with module-based custom pricing.

Sharesight is worth considering for a browser-led workflow; its free tier covers one portfolio, 10 holdings including closed holdings and one custom group.

Finary offers a broader connected-account approach, with Finary Plus at €149.99 a year and unlimited linked accounts and tracked goals.

Enfusion is a paid platform spanning desktop, web, mobile and API deployments, sold through a demo-led process.

getquin is a freemium mobile and web option with unlimited bank and broker connections and real-time financial data on its free plan.

For a wider comparison, see the Portfolio Management Software guide.

Verdict

Portfolio Performance is a strong recommendation for detail-oriented investors who want comprehensive, multi-asset portfolio accounting and analysis without paying for desktop software. Its broad imports, return methodologies and exportable XML data are the main reasons to choose it. Look elsewhere if your priority is editing investments from a phone or having a complete desktop dashboard on mobile.