Portfolio Performance
Free, open-source tool to track and analyze your investment portfolio.
Open the official app on www.portfolio-performance.info
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Use it free
Open the official tool or demo — no account needed.
Self-host it
Run the open-source version on your own infrastructure.
What is Portfolio Performance?
Portfolio Performance is an open-source tool designed to calculate and analyze the performance of investment portfolios across multiple accounts and asset classes. It specializes in computing metrics like the True-Time Weighted Rate of Return (TWR) and the internal rate of return (IRR), which are critical for assessing long-term investment gains. The tool caters to individual investors, financial analysts, and wealth managers who need to track complex portfolios involving stocks, cryptocurrencies, and other assets. By aggregating transaction data from various accounts and reconciling it with historical price data, it addresses the challenge of fragmented financial records and provides a unified performance evaluation framework. Its ability to handle taxes, fees, and rebalancing strategies makes it particularly useful for tax-loss harvesting and asset allocation monitoring.
How it works
Portfolio Performance is a cross-platform application that consolidates investment data from multiple accounts, enabling users to calculate performance metrics such as TWR and IRR. It focuses on time-weighted return calculations to eliminate the impact of cash flows on performance measurement. The tool is particularly suited for investors with diversified portfolios spanning stocks, cryptocurrencies, and other assets. Its primary purpose is to provide accurate, consolidated performance analysis by integrating transactional data with historical price information from various sources. The tool supports importing transaction data including purchases, sales, taxes, and fees, and can fetch historical prices from sources like Yahoo Finance, Alpha Vantage, and CoinGecko. It automatically retrieves EUR exchange rates from the European Central Bank (ECB) and includes an integrated data provider for German and US equities. Users can export data in XML or CSV formats for further analysis.
How to use it
- 1Import transaction data: Upload CSV files containing buy/sell records, including timestamps, asset types, and fees. 2. Connect to data sources: Select price data providers like TwelveData or Leeway for historical price retrieval. 3. Configure rebalancing rules: Define target asset allocations and set thresholds for automatic rebalancing. 4. Run performance analysis: Generate TWR and IRR calculations across all accounts, with currency conversion adjustments applied automatically. Practical tips include using the integrated German/US stock data supplier to avoid API key management, and leveraging XML exports for reconciliation with accounting software.
What it can do
- investment tracking
Use cases
Assumptions and limitations
Assumptions
- source: https://github.com/buchen/portfolio
- license: EPL-2.0 — free to use
- privacy: Self-hosted — you control your data
Limitations
- Depends on third-party APIs for price data, which may have limited historical coverage
- Requires manual data entry for non-standard transactions
- Complexity in configuring multi-currency portfolios
- Limited real-time market data availability
- No built-in visualization tools for performance trends
Understanding the result
Free, open-source tool to track and analyze your investment portfolio.
Tool details
- Clearly flagged when a network request is needed.
- No account, no sign-up, and no tracking of your content.
- Powered by (MIT).
- Built with
- (buchen/portfolio)
- License
- MIT
- Runs locally
- No — requires a network request
- Verification
- Not yet verified
- Input
- Query
- Output
- Text
Built with buchen/portfolio. OpenToolVault provides the discovery and browser interface while crediting the original project maintainers.
- Built with
- License
- MIT
Open-source project
OpenToolVault is an independent directory. We are not affiliated with or endorsed by this project.
References
- / — GitHub Repository
Upstream project · GitHub
- EPL-2.0 License
Upstream project
Frequently asked
How does Portfolio Performance handle currency conversion?
The tool automatically retrieves EUR exchange rates from the European Central Bank (ECB) and applies them to non-EUR transactions. Users can manually adjust conversion rates for specific currencies, but the default ECB data ensures consistency across accounts. Historical exchange rates are applied proportionally to maintain accurate time-weighted returns.
What data sources does it use for historical prices?
Portfolio Performance integrates with multiple APIs including Yahoo Finance, Alpha Vantage, TwelveData, CoinGecko, and Leeway. It also includes a dedicated data supplier for German and US equities, reducing reliance on external API keys. Users can configure priority sources for different asset classes, with fallback options for missing data.
How do I import my transaction history?
Users can upload CSV files containing columns for transaction date, asset type, quantity, price, and fees. The tool parses these files to map transactions to relevant price data sources. For custodial accounts, users can manually input ticker symbols and quantities, and the tool will fetch corresponding price data from integrated providers.
How does it compare to tools like YNAB or Bloomberg?
Unlike YNAB's focus on budgeting, Portfolio Performance specializes in performance analytics with TWR and IRR calculations. It differs from Bloomberg's institutional-grade tools by offering open-source accessibility and simpler integration with personal finance data. It competes with platforms like Personal Capital by providing more granular control over rebalancing rules and multi-currency handling.
What should I do if my data import fails?
Check for CSV formatting issues such as incorrect delimiters or missing header rows. Verify that all transaction dates match the available price data ranges. For API-related errors, ensure internet connectivity and confirm that selected data sources are accessible. The tool logs detailed error messages in the XML export file for troubleshooting.