# portfolio-performance/portfolio

Track and evaluate the performance of your investment portfolio across stocks, cryptocurrencies, and other assets.

Repository: https://github.com/portfolio-performance/portfolio
Canonical: https://ross.abutalabs.com/products/portfolio-performance-portfolio
Homepage: http://www.portfolio-performance.info
Language: Java
License: EPL-1.0
License Family: copyleft
Topics: eclipse, investment-portfolio, java, financial, stocks, portfolio, portfolio-performance
Last push: 2026-08-25T06:40:27+00:00

## Health v2 (maintenance only)
Score: 95/100 (v2, computed 2026-09-03T02:39:23.370411+00:00)
- activity 99, release rhythm 86, longevity 100
- inputs: {"age_days": 5275, "days_push": 8, "days_rel": 17, "gap_med": 4.5, "n_releases_24m": 65}
- flags: none
- formula: round(0.45*activity + 0.35*rhythm + 0.20*longevity); archived -> min(score, 10)

## Adoption (not part of the score)
Stars 4039, forks 815 (observed 2026-08-28T04:08:33.501570+00:00)

## What it is
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
- artifact type: application
- maturity: active
- function: data-visualization, analytics, pdf, csv, charts
- domain: fintech, developer-tools, analytics, desktop-applications
- platform: cross-platform, windows, jvm
- tags: investment-portfolio, portfolio-tracking, personal-finance, twr, irr, eclipse-rcp, stock-quotes, rebalancing, open-source-finance, desktop, macos, linux

## Member repositories
- portfolio-performance/portfolio (main) score 95

## Provenance
- Observed fields: from GitHub, fetched 2026-08-28T04:08:33.501570+00:00.
- Health v2: computed from the inputs above; adoption is never an input.
- Inferred fields (summary, facets, guidance): AI-extracted, prompt v1, taxonomy v1, on 2026-08-29T18:23:46.426639+00:00, confidence not recorded.
  - readme: https://github.com/portfolio-performance/portfolio (fetched 2026-08-28T04:08:33.501570+00:00, sha 2cd3963824b6)
  - homepage: http://www.portfolio-performance.info (fetched 2026-08-29T09:16:16.641622+00:00, sha b6dc55dfa7eb)
  - site_page: https://forum.portfolio-performance.info/c/faq (fetched 2026-08-29T09:16:16.644252+00:00, sha 29e584c8d366)
- Data as of 2026-08-30T08:39:29.467469+00:00.