Portfolio Performance calculates investment returns across accounts using time-weighted return or internal rate of return methods.
Free
8 alternativesPortfolio
Portfolio Performance tracks and evaluates investment portfolio performance across stocks, cryptocurrencies, and other assets.
About Portfolio
Portfolio Performance is an open source project hosted in a GitHub repository. Its stated purpose is to track and evaluate the performance of an investment portfolio across stocks, cryptocurrencies, and other assets. The source code is licensed under the Eclipse Public License (EPL-1.0), and the repository's topics list Java and Eclipse.
The repository contains importer components for Interactive Flex Query files and PDF documents, along with trade calendars and translations. The page links to a homepage, downloads, a forum, and a manual, and it lists a public GPG key fingerprint. The page does not state supported operating systems, pricing, or how user data is stored or handled.
Key features
- Tracks and evaluates investment portfolio performance across stocks, cryptocurrencies, and other assets
- Includes Interactive Flex Query importers as a listed project component
- Includes PDF importers as a listed project component
- Includes trade calendars as a listed project component
- Source code available under the Eclipse Public License (EPL-1.0)
- Repository includes a REST component and its tests
Best for: Individual investors and developers who want an open source tool to track and evaluate a portfolio that holds stocks, cryptocurrencies, and other assets.
Good for
- Source code is publicly available under the Eclipse Public License (EPL-1.0)
- Publishes a public GPG key fingerprint for the project
Portfolio at a glance
- Category
- Finance & Money › Finance & Property
- Type
- Open-source project
- Pricing
- Not confirmed. Check the site
- Open source
- Yes · Source code
- Language
- English
- Last checked
- Oct 6, 2026 · Online when checked
- Listed
- Oct 5, 2026
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Portfolio FAQ
What license is the project released under?
The repository lists the Eclipse Public License (EPL-1.0) as its license.
Where can I find downloads and the manual?
The repository page links to a Downloads page, a Manual, and a Forum on the project's homepage.
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