Portfolio Performance

About Portfolio Performance

Portfolio Performance is an open-source portfolio tracker for recording transactions and examining investment performance. Create a portfolio, add holdings and record purchases, sales and cash movements. Its reports help you inspect changes in value, allocation and returns across the period you choose. A user migrating from spreadsheets should first try a small set of transactions that includes deposits, withdrawals and fees, then compare the results with the source records. This workflow is useful when understanding how performance was calculated matters more than seeing a single current balance. Portfolio Performance takes careful transaction and price data to produce meaningful reports. Check the imports and currency handling for your accounts. It fits recordkeeping and analysis alongside the broker where the transactions actually occur.