Portfolio Performance
Open source desktop program that calculates true-time weighted return and IRR across depots
Key data
| Company | Andreas Buchen (individual, per imprint) |
|---|---|
| Category | Investment Portfolio Trackers |
| Headquarters | Mannheim, Germany |
| Founded | Not stated |
| EU Presence | Yes - Germany (EU) |
| Data Location | Local files on your own computer (data held in an open file format) |
| Open Source | Open source (licence not stated on the pages we read) |
| GDPR Compliant | Yes |
| Self-Hosting | Yes - desktop program on your own computer |
| Main Features | Full transaction history, TTWROR and IRR, price import from many sources, rebalancing with asset allocations, XML and CSV export, mobile app |
| Pricing | No price shown on the pages we read |
| Best For | Investors who want precise performance figures and keep their data in local files |
| Replaces | Empower (Personal Capital) |
Full review
Portfolio Performance is an open source program for calculating the performance of an entire portfolio across several depots and accounts. The German imprint names Andreas Buchen, Mannheim, as the provider.
The home page lists desktop version 0.90.0 and describes the calculation by true-time weighted rate of return and internal rate of return.
How Portfolio Performance records a portfolio
Portfolio Performance records the complete history of purchases, sales, taxes and fees. The program calculates true-time weighted rate of return and internal rate of return from that history.
Portfolio Performance loads historical prices from sources such as HTML, JSON, Yahoo, TwelveData, Alpha Vantage and CoinGecko.
Data format and rebalancing
Portfolio Performance stores data in an open file format, so all data is available as XML or exportable as CSV. Rebalancing works against freely defined asset allocations.
Portfolio Performance runs on Windows, macOS and Linux, and a mobile app is linked from the home page.
Portfolio Performance as a switch from Empower
Portfolio Performance keeps data local, where Empower holds linked accounts on its servers. The trade-off is manual work: the pages we read mention no bank connections.
Portfolio Performance has no budgeting or retirement planner in the text we read.
Points against
Portfolio Performance has no automatic bank or broker sync in the text we read, so transactions are entered or imported by file. The provider is an individual, the licence is not stated on the pages we read, and no support terms or price are shown. For automatic sync, see getquin or Parqet.
Best suited to users of Portfolio Performance
Self-directed investors who prefer a local, open program with detailed return maths over a cloud dashboard.
Strengths and weaknesses
Pros
- Open source program
- True-time weighted return and IRR
- Data available as XML or CSV
- Runs on Windows, macOS and Linux
- Rebalancing with free asset allocations
Cons
- No bank or broker sync seen on the pages we read
- Provider is an individual
- Licence not stated on the pages we read
- No budgeting or retirement planner seen
Pros and Cons
Pros
- Open source program
- True-time weighted return and IRR
- Data available as XML or CSV
- Runs on Windows, macOS and Linux
- Rebalancing with free asset allocations
Cons
- No bank or broker sync seen on the pages we read
- Provider is an individual
- Licence not stated on the pages we read
- No budgeting or retirement planner seen
Alternatives to Portfolio Performance
Further European investment portfolio trackers to compare:
See all European investment portfolio trackers or compare them directly against Empower (Personal Capital) on our alternatives page.
FAQ
The pages we read show no price and describe it as an open source program. The licence is not stated on those pages.
Data is stored in an open file format, available as XML or CSV. The pages we read describe a desktop program rather than a hosted service.
It replaces the portfolio performance part of Empower's dashboard. Portfolio Performance shows no bank sync, budgeting or retirement planner on the pages we read.