Portfolio Performance tracks and evaluates investment portfolio performance across stocks, cryptocurrencies, and other assets.
Open source
22 alternativesPortfolio Performance
Portfolio Performance calculates investment returns across accounts using time-weighted return or internal rate of return methods.
About Portfolio Performance
Portfolio Performance calculates investment portfolio performance across accounts using True-Time Weighted Return or Internal Rate of Return. It records purchases, sales, taxes and fees, and loads historical prices from external sources.
Data is stored in XML and can be exported as CSV or JSON. Its built-in price provider covers German and US stocks and requires a Portfolio Performance ID, and foreign currency accounts use exchange rates published by the European Central Bank.
Key features
- Record purchases, sales, taxes and fees across accounts
- Calculate True-Time Weighted Return and Internal Rate of Return
- Load historical prices from Yahoo Finance, CoinGecko and others
- Use built-in price provider for German and US stocks
- Store data in XML and export as CSV or JSON
- Rebalance portfolio using custom asset allocation
Best for: Investors with holdings across multiple accounts who need to track transactions and calculate returns.
Good for
- Calculates performance across all accounts using two return methods
- Supports multiple historical price sources including Yahoo Finance and CoinGecko
- Stores data in XML and allows CSV or JSON export for further processing
Watch out for
- Built-in price provider covers German and US stocks
- Built-in price use requires a Portfolio Performance ID
- Foreign currency conversion uses European Central Bank rates
Portfolio Performance at a glance
- Category
- Finance & Money › Finance & Property
- Type
- Online tool
- Pricing
- Free
- Platforms
- Android, iOS, Linux, macOS, Web, Windows
- Open source
- Not stated
- Language
- English
- Last checked
- Oct 5, 2026 · Online when checked
- Listed
- Oct 5, 2026
Portfolio Performance alternatives
Tools and sites you could use instead, ranked by how closely they match.
Portfolio Visualizer offers online tools for portfolio backtesting, simulations, asset allocation, optimization, and investment analysis.
Quiver Quantitative provides investment research tools and data for tracking market forces.
Freemium
15 alternativesKoyfin provides market research, portfolio analysis, and report tools covering equities, funds, foreign exchange, bonds, and other markets.
Wokelo automates investment deal sourcing, research, due diligence, and strategy using AI agents and a company database.
OpenBB provides a financial workspace for investment teams to bring together data, workflows, and AI, with a lightweight workspace available.
Popular in Finance & Property
Well-known listings from the same topic.
PrimeLocationprimelocation.comiOSapps.apple.com/us/app/cashew-expense-budget-tr…Smart Clerksmartclerk.aiFirefly IIIfirefly-iii.orgMoney Manager EXmoneymanagerex.orgTradyticstradytics.com
Portfolio Performance FAQ
How does Portfolio Performance calculate returns?
It uses True-Time Weighted Return or Internal Rate of Return across all accounts.
Where does historical price data come from?
From sources including HTML, JSON, Yahoo Finance, Leeway, Quandl, AlphaVantage and CoinGecko, plus a built-in provider for German and US stocks.
How can portfolio data be exported?
Data is stored in XML and can be exported as CSV or JSON.
Is something wrong or out of date?
Tell us and an editor will check it.
Own this website?
Claim this listing
Claim the listing and suggest updates yourself. An editor checks every claim first.