Description:
Calculate the overall performance of an investment portfolio
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Type: Cask
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Latest Version: 0.81.5@0
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Tracked Since: Dec 20, 2025
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Links:
Homepage |
formulae.brew.sh
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Category: Productivity
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Tags:
finance
investing
portfolio-management
open-source
charts
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Install:
brew install --cask portfolioperformance
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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.
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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)
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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
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Alternatives:
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GnuCash
– GnuCash is a full accounting suite, whereas Portfolio Performance is specialized strictly for investment analysis and visualization.
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Moneydance
– Moneydance is a general personal finance manager, while Portfolio Performance offers deeper, specialized analytics for complex investment portfolios.
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| Detected |
Version |
Rev |
Change |
Commit |
| 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 |
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