portfolioperformance ☆
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Description:
Calculate the overall performance of an investment portfolio
Type: Cask  |  Latest Version: 0.84.2@0  |  Tracked Since: Dec 20, 2025
Links: Homepage  |  formulae.brew.sh
Category: Productivity
Tags: finance investing portfolio-management open-source charts
Install: brew install --cask portfolioperformance
About:
Portfolio Performance is an open-source tool designed to track and analyze the performance of investment portfolios. It allows users to consolidate data from various financial institutions to calculate returns, asset allocation, and fees. The software provides detailed charts and reports to help investors make informed decisions based on their actual financial data.
Key Features:
  • Multi-asset portfolio tracking (stocks, funds, bonds, etc.)
  • Performance calculation (TTWROR, IRR) and attribution analysis
  • Tax and fee tracking
  • Interactive charts and reporting tools
  • Data import via CSV, PDF, or direct bank connection (via FinTS/HBCI)
Use Cases:
  • Consolidating investment accounts from multiple banks for a unified view
  • Analyzing the historical performance and risk of specific assets or the total portfolio
  • Preparing tax-relevant reports for capital gains and dividends
Alternatives:
  • GnuCash – GnuCash is a full accounting suite, whereas Portfolio Performance is specialized strictly for investment analysis and visualization.
  • Moneydance – Moneydance is a general personal finance manager, while Portfolio Performance offers deeper, specialized analytics for complex investment portfolios.
Version History
Detected Version Rev Change Commit
Jun 22, 2026 6:12pm 0.84.2 0 VERSION_BUMP d062e235
Jun 5, 2026 8:44am 0.84.0 0 VERSION_BUMP b4e8122a
Apr 19, 2026 7:21pm 0.83.2 0 VERSION_BUMP 8c0055ae
Apr 15, 2026 5:10am 0.83.1 0 VERSION_BUMP bedd73b7
Apr 12, 2026 10:26am 0.83.0 0 VERSION_BUMP d3cbdc36
Mar 17, 2026 10:27pm 0.82.1 0 VERSION_BUMP 5663d0c9
Mar 15, 2026 10:17am 0.82.0 0 VERSION_BUMP 4fa09003
Feb 8, 2026 4:09pm 0.81.5 0 VERSION_BUMP a32b8c99
Jan 25, 2026 1:27pm 0.81.3 0 VERSION_BUMP 2ee40ffb
Jan 18, 2026 7:18pm 0.81.2 0 VERSION_BUMP 93ab6ca9
Jan 11, 2026 10:22am 0.81.1 0 VERSION_BUMP 83fd8e08
Dec 20, 2025 7:17pm 0.80.4 0 VERSION_BUMP ebd31d9a
Sep 21, 2025 6:38pm 0.80.0 0 VERSION_BUMP 936c99e6
Aug 31, 2025 7:20am 0.79.1 0 VERSION_BUMP a3f3f741
Aug 30, 2025 10:13am 0.79.0 0 VERSION_BUMP 3f12a2d8
Aug 6, 2025 7:48pm 0.78.1 0 VERSION_BUMP 1f74f1dc
Aug 3, 2025 6:59pm 0.78.0 0 VERSION_BUMP ecf0edd0
Aug 5, 2024 9:43pm 0.70.3 0 VERSION_BUMP 9e78cede
Aug 4, 2024 9:41pm 0.70.2 0 VERSION_BUMP 02c6b3db
Aug 4, 2024 6:45pm 0.70.1 0 VERSION_BUMP 155799ba
Aug 4, 2024 3:41pm 0.70.0 0 VERSION_BUMP 1543abd4
Jul 7, 2024 6:42pm 0.69.1 0 VERSION_BUMP f1f273cf
Jan 9, 2024 10:06am 0.67.1 0 VERSION_BUMP 93460b14
Dec 30, 2023 10:30am 0.67.0 0 VERSION_BUMP af7d9bc2
Dec 12, 2023 9:22am 0.66.0 0 VERSION_BUMP be44953d
Oct 7, 2023 10:25am 0.65.4 0 VERSION_BUMP 4aaef2ba
Sep 4, 2023 11:39am 0.65.3 0 VERSION_BUMP 6a09f9ab
Sep 3, 2023 6:56pm 0.65.2 0 VERSION_BUMP 77a0e29a
Apr 2, 2023 9:37am 0.62.0 0 VERSION_BUMP f97a7a3d
Mar 15, 2023 10:22am 0.61.4 0 VERSION_BUMP 7ce044a6
Feb 26, 2023 6:52am 0.61.3 0 VERSION_BUMP b83d5ff7
Feb 23, 2023 11:13pm 0.61.1 0 VERSION_BUMP fd9b5690
Feb 8, 2023 6:27pm 0.61.0 0 VERSION_BUMP 7aab44ac
Jan 22, 2023 4:38pm 0.60.2 0 VERSION_BUMP 3e60b5e4
Jan 12, 2023 7:05am 0.60.2 0 VERSION_BUMP e18250a3
Dec 30, 2022 10:08am 0.60.1 0 VERSION_BUMP 3114605b
Dec 19, 2022 10:05am 0.60.0 0 VERSION_BUMP 583f06de
Dec 5, 2022 5:45am 0.59.5 0 VERSION_BUMP 58bf7dc5
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