Portfolio Performance review
A free, multi-asset portfolio tracker with detailed performance, risk, tax, and allocation tools.
Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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.
Portfolio Performance pros and cons
- 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
Portfolio Performance fact sheet, pricing and score →
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