Portfolio Performance

Meet Portfolio Performance

Portfolio Performance records an investment portfolio across accounts and calculates how it has performed. Enter purchases, sales, taxes, fees, and other transactions, then examine measures such as time-weighted return and internal rate of return. Supported data sources supply historical prices.

Define an asset allocation to compare the holdings with a target mix, and use published exchange rates for foreign-currency accounts. The application stores data in XML and exports CSV or JSON for further work. Desktop versions support Windows, macOS, and Linux. A user can keep the transaction history together and inspect both individual holdings and the overall portfolio through that record.