Tool profile
Portfolio Performance: cost, fit and limits
Portfolio Performance is an open source desktop program made by Andreas Buchen that calculates time-weighted and internal rate of return across several depots and accounts and keeps all data in the user's own file. It runs on Windows, macOS and Linux.
What to know first
Portfolio Performance is free under the Eclipse Public License 1.0, with builds for Windows, macOS and Linux and a mobile app linked from the site. The pages opened publish no prices and name no AI or cloud sync feature. Return calculation, exchange rates from the European Central Bank and export to XML and CSV are its defined strengths. It suits users who accept configuring their own price sources.
Portfolio Performance at a glance
| Maker | Andreas Buchen, Not stated on the vendor pages |
|---|---|
| Free plan | Yes |
| Entry price | Quote only |
| API access | No |
| Category | Best AI Investment Portfolio Trackers in 2026, rank 9 of 11 |
| Website | portfolio-performance.info |
Who Portfolio Performance is best for
Return-accuracy purists
True-Time Weighted Rate of Return and internal rate of return across several depots and accounts give figures that match how funds report returns.
Investors who want no account
All data lives in the user's own file, so nothing depends on a vendor login and the file can be backed up like any document.
Multi-currency investors
Exchange rates load automatically from the European Central Bank, which handles foreign holdings without manual rate entry. A holder of US, German and other assets can see them in one base currency.
Portfolio Performance plans and pricing
| Plan | Price | What it includes |
|---|---|---|
| Desktop program | Free (open source) | Return calculation across multiple depots and accounts, XML and CSV export and built-in price providers, under the Eclipse Public License 1.0. |
| Mobile app | Not published | Linked from the site in the App Store and Google Play, with no prices shown on the page opened. |
| Hosted account | None published | No hosted account, subscription or plan tiers appear on the page opened, so there is nothing to buy beyond the free program. |
Checked November 2026.
What Portfolio Performance does
- TTWROR and IRR
- True-Time Weighted Rate of Return and internal rate of return are calculated across several depots and accounts, so the figure for the whole portfolio is not a sum of separate accounts.
- Price sources
- Yahoo, Alpha Vantage, TwelveData and CoinGecko are listed, plus custom HTML and JSON sources, so quotes can be pulled from several providers. Quotes can be pulled from several providers, and a user can add custom sources for markets the built-in one skips.
- ECB exchange rates
- Exchange rates are loaded automatically from the European Central Bank, which handles currency conversion for foreign holdings. Exchange rates are loaded automatically from the European Central Bank, which handles currency conversion for foreign holdings without manual rate entry.
- Open file export
- Data exports to XML and CSV in an open format, so a user can move to another tool without a conversion service. Data exports to XML and CSV in an open file format, so a user can move to another tool without a paid conversion service.
- Cross-platform builds
- Desktop builds exist for Windows, macOS and Linux, and a mobile app is linked from the site. Desktop builds exist for Windows, macOS and Linux, and a mobile app is linked from the site for phones, with no prices listed.
How Portfolio Performance handles your data
All data is kept in the user's own file, so the program itself does not hold a hosted copy of a portfolio. The page opened states no retention terms, hosting region or certifications, because there is no hosted service described. Price quotes come from third-party providers such as Yahoo and Alpha Vantage, and requests to them leave the machine, a point the pages do not discuss. No AI feature is named, so model training on portfolio data does not apply on the pages opened.
Where Portfolio Performance falls short in practice
- Price provider is narrow. The built-in price provider is limited to German and US stocks, according to the page, so other markets need Alpha Vantage, TwelveData or a custom source set up by the user.
- No AI or cloud sync. No assistant, no MCP server and no cloud sync are named on the page opened, so questions get answered by reports you build rather than by chat.
- No hosted support tiers. There are no plan tiers or hosted accounts, which means no vendor support channel is described for a user who gets stuck. Community resources are not discussed on the page.
Works with
Alternatives to Portfolio Performance
Portfolio Performance: common questions
Is Portfolio Performance really free?
Yes. It is open source under the Eclipse Public License 1.0, and the page opened publishes no paid plans or prices. A mobile app is linked from the site in the App Store and Google Play, with no price shown. Budget your time for setting up price sources instead of money.
Does Portfolio Performance have AI features?
None are named on the page opened. It calculates returns and exports data. If you want an assistant on top of your holdings, Wealthfolio and Ghostfolio in this ranking offer MCP servers, which Portfolio Performance does not describe. The page names no cloud sync either.
Where is my data stored in Portfolio Performance?
In your own file on your own machine, which you can back up and move. The page states no hosted service. Price lookups use external providers such as Yahoo and Alpha Vantage, so quote requests leave your computer even though the portfolio file does not.
Which price sources work with Portfolio Performance?
The page lists Yahoo, Alpha Vantage, TwelveData and CoinGecko, plus custom HTML and JSON sources. The built-in provider is limited to German and US stocks, so users outside those markets set up one of the others. Check your exchange before relying on automatic quotes.
Can I export my data from Portfolio Performance?
Yes. Data exports to XML and CSV in an open file format, which makes moving to another tracker straightforward. The page does not describe a direct import into other products, so test the CSV against the importer of the tool you plan to move to.