portfolio-performance/portfolio
Track and evaluate the performance of your investment portfolio across stocks, cryptocurrencies, and other assets. observed · 2026-08-28
Health v2 · maintenance only
95/100
- Activity 99
- Release rhythm 86
- Longevity 100
How is this computed?
round(0.45*activity + 0.35*rhythm + 0.20*longevity); archived -> min(score, 10) — computed 2026-09-03. Adoption (stars, forks) is never an input.
- gap_med: 4.5
- age_days: 5275
- days_rel: 17
- days_push: 8
- n_releases_24m: 65
Adoption not part of the score
4039 stars · 815 forks observed · 2026-08-28
What it is AI-extracted, prompt v1, taxonomy v1, 2026-08-29, confidence not recorded
Portfolio Performance is an open-source desktop application for tracking and evaluating investment portfolios across multiple accounts and brokerages. It computes performance metrics like True-Time Weighted Rate of Return and Internal Rate of Return, imports transactions from PDF/CSV, and fetches historical quotes from many online sources.
Use cases
- track my investment portfolio performance across multiple brokers
- calculate true time-weighted rate of return and IRR for my holdings
- import broker transactions from PDF or CSV statements
- download historical stock and crypto prices automatically
- rebalance my portfolio against a target asset allocation
- track stocks, ETFs, and cryptocurrencies in one tool
- export my portfolio data as XML or CSV
When to choose
- you want a free, open-source desktop app for detailed portfolio tracking
- you need rigorous performance metrics like TWR and IRR across accounts
- you want automatic quote downloads from many sources including Yahoo, Alpha Vantage, and CoinGecko
- you value an open XML file format and CSV export
- you need multi-currency support with ECB exchange rates
When to avoid
- you need a mobile-first or web-based portfolio tracker
- you want fully automated bank syncing without manual transaction entry
- you prefer a simple app without a learning curve for booking transactions
- you need tax reporting tailored to a specific country out of the box
Facets
application · maturity active
data-visualization analytics pdf csv charts fintech developer-tools analytics desktop-applications cross-platform windows jvm investment-portfolio portfolio-tracking personal-finance twr irr eclipse-rcp stock-quotes rebalancing open-source-finance desktop macos linux
3 sources
- readme: https://github.com/portfolio-performance/portfolio · fetched 2026-08-28 · 2cd3963824b6
- homepage: http://www.portfolio-performance.info · fetched 2026-08-29 · b6dc55dfa7eb
- site_page: https://forum.portfolio-performance.info/c/faq · fetched 2026-08-29 · 29e584c8d366
Member repositories
| Repository | Role | Health v2 |
|---|---|---|
| portfolio-performance/portfolio | main | 95 |
For agents
markdown · JSON · MCP: product_card(name="portfolio-performance/portfolio")
Data as of 2026-08-30T08:39:29.467469+00:00 · Report a problem