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Software · Office & notes

Portfolio Performance

Track the performance of an investment portfolio.

  • Completely free
  • Windows and Linux
  • Open source
  • No account

Overview

File formats mentioned: JSON, HTML, CSV and XML.

Overview written by LicitPro from the documentation published by the authors and the cited sources; we have not tried the resource ourselves.

At a glance

Portfolio Performance is completely free: it is open source software, and every feature is available without paying or subscribing.

Its licence (EPL-1.0) is a copyleft open source licence: you may use, study, modify and redistribute it, including commercially; modified versions must keep the same licence.

Strengths

  • Open source code
  • No account needed
  • Commercial use allowed

About

An open source tool to calculate the overall performance of an investment portfolio - across all accounts - using True-Time Weighted Return or Internal Rate of Return. Record the full history of your transactions: purchases, sales, taxes, fees, ... Calculate performance indicators such as the True-Time Weighted Rate of Return or the Internal Rate of Return (IRR) for your holdings. Update historical quotes from a variety of sources: Yahoo Finance, Finnhub.io, Quandl, or AlphaVantage. Alternatively, scrape quotes from HTML pages or JSON documents. All data is stored in XML for further processing and can be exported as CSV or JSON. Rebalance your investment portfolio based on a freely defined Asset Allocation. Keep foreign currency accounts using the exchange rates published by the European Central Bank (ECB).

Description from Flathub — AppStream (Flathub)

Sources and checks

  • Facts collected from Flathub (credit card, source code, publisher, licence, free status, platforms, commercial use, version) —
  • Facts collected from Official plan pages (pricing, licence, terms) (commercial use) —
  • Facts collected from Winget (Windows Package Manager) (credit card, account, source code, publisher, licence, free status, platforms, commercial use, version) —
  • Last technical check: 6 November 2026
  • Description from Flathub — AppStream (Flathub)

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