Portfolio Performance
Portfolio Performance: A free, multi-asset portfolio tracker with detailed performance, risk, tax, and allocation tools. Ranked #34 of 81 in Portfolio Management Software by our editors (6.0/10); pricing: Free plan; best for investors wanting free desktop portfolio control.
At a glance
- Editor score6.0 / 10
- PricingFree plan
- Best forInvestors wanting free desktop portfolio control
- Free planYes
- Paid fromFree
- Asset class coverageMulti_asset
- Founded2012
- Facts checked20 Sep 2026
Where it wins
- Detailed transaction, tax, fee, dividend, purchase, and sale recording
- True Time-Weighted Return and Internal Rate of Return calculations
- Multi-asset coverage with allocation, risk, rebalancing, and tax-lot tools
Where it doesn't
- Desktop-only coverage limits access outside Windows, macOS, and Linux
- Integrations focus mainly on market data, exchange rates, and imports
- No AI features for analysis or portfolio workflows
Our verdict on Portfolio Performance
Portfolio Performance is open-source desktop software for investors who want to record transactions, track securities and cash accounts, analyze returns, and monitor asset allocation. It supports Windows, macOS, and Linux, and covers securities, cryptocurrencies, commodities, currencies, and multiple accounts. Its free plan and broad multi-asset scope make it a strong fit for investors seeking detailed portfolio control without a subscription-led desktop product.
Its analysis covers both True Time-Weighted Rate of Return and Internal Rate of Return, alongside portfolio performance and risk dashboards. Investors can classify assets, compare allocations with targets, and use rebalancing tools. The application also supports FIFO and moving-average acquisition-cost calculations, which suits portfolios where tax-lot tracking matters. Historical prices can be imported from Yahoo Finance, Alpha Vantage, Quandl, CoinGecko, and European Central Bank exchange rates, while broker and bank statements can be imported separately.
Data stays in a local XML portfolio file, with CSV, JSON, and XML export available for portability. That local, desktop-focused approach will appeal to investors who value control over their records and do not need broad platform access or a large integration ecosystem. It is less suitable for people who expect mobile-first workflows, extensive connected services, or AI-assisted analysis. Choose Portfolio Performance for detailed free desktop tracking across multiple asset types; consider an alternative if convenience across more platforms is the priority.
Your product? Our editors can test Portfolio Performance in depth and publish a review, labelled as paid · from $149/mo →
Portfolio Performance pricing
Portfolio Performance fact sheet
| Free plan | Yes |
|---|---|
| Paid from | Free |
| Asset class coverage | Multi_asset |
| Performance reporting | Yes |
| Allocation analysis | Yes |
| Risk analysis | Yes |
| Tax-lot tracking | Yes |
| Maximum portfolios | Not verified |
| Deployment | Desktop |
| Platforms | Windows, macOS, Linux |
| Support | Community, Docs |
| Built for | Solo, Small business (editorial estimate) |
| Integrations | 5 integrations: Yahoo Finance, Alpha Vantage, Quandl, CoinGecko, European Central Bank exchange rates |
| Pricing | Free plan |
| Website | portfolio-performance.info |
| Facts checked | 20 Sep 2026 |
Portfolio Performance integrations
Portfolio Performance lists 5 integrations on its own site.
- Yahoo Finance
- Alpha Vantage
- Quandl
- CoinGecko
- European Central Bank exchange rates
Alternatives to Portfolio Performance
- BlackRock AladdinA multi-asset platform for institutions that need portfolio, risk, trading and reporting workflows.9.4
- Bloomberg AIMA broad portfolio and operations platform for enterprise investment managers.9.3
- Morningstar OfficeA mature advisor platform combining portfolio operations, reporting, research, and billing.9.2
See all Portfolio Performance alternatives →
Also Ranked In
Portfolio Performance is ranked in 4 of our directories.
Used Portfolio Performance? Be the first to review it
The editor score above is our own research. What this page doesn't have yet is a reader's view — what you used Portfolio Performance for, what worked and what didn't. No stars are seeded and no review is paid for; an editor reads every one before it appears.
Write a reviewTwo minutes · verified accounts only · read by an editor before it appears
Featured on iTechGuides
Portfolio Performance is listed in our Portfolio Management Software directory. Add the badge to your site — it links back to this page.
<a href="https://www.itechguides.com/products/portfolio-performance/"><img src="https://www.itechguides.com/best/badge/portfolio-performance.svg" alt="Featured on iTechGuides" width="230" height="46"></a>
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.
Last updated · How we research and update