Track and evaluate the performance of your investment portfolio across stocks, cryptocurrencies, and other assets.
Publisher’s description
What is Portfolio Performance?
Portfolio Performance is an open-source office suite program for Windows from Andreas Buchen. It ranks 9th by popularity among office suites in this catalogue. It is written in Java. Besides Windows, it is available for Linux.
Installation and requirements
Official installers exist for 64-bit as EXE (NSIS). It can be installed for the current user only, without administrator rights. The installer supports unattended (silent) installation.
Updates and version history
The current version is 0.90.0, released on November 1, 2026. 60 versions are listed since August 18, 2022, each with links to its own installer files. That is about 14 releases a year. The last update is less than a month old.
Popularity and file types
The Chocolatey package has been downloaded 40,446 times. The source code on GitHub (portfolio-performance/portfolio) has 4,124 stars. Similar programs include TeXstudio, JabRef and Zettlr.
Project description on GitHub: “Track and evaluate the performance of your investment portfolio across stocks, cryptocurrencies, and other assets.”
Pros / Cons
Pros
- Open source: the code can be inspected and built by anyone
- Documented silent install
- Installs without administrator rights
- Frequent updates (about 14 a year)
- Also runs on Linux
Cons
- No native ARM64 build
In short: Portfolio Performance is an open-source office suite tool for 64-bit PCs. It is actively maintained. Administrators can deploy it unattended.
Key features
- Record the full history of your transactions: purchases, sales, taxes, fees, ...
- Calculate performance indicators such as the True-Time Weighted Rate of Return or the Internal Rate of Return (IRR) for your holdings.
- Update historical quotes from a variety of sources: Yahoo Finance, Finnhub.io, Quandl, or AlphaVantage. Alternatively, scrape quotes from HTML pages or JSON documents.
- All data is stored in XML for further processing and can be exported as CSV or JSON.
- Rebalance your investment portfolio based on a freely defined Asset Allocation.
- Keep foreign currency accounts using the exchange rates published by the European Central Bank (ECB).
AppStream · Flathub
Is Portfolio Performance safe to download?
- The file is served by github.com, the publisher’s own domain
- The download link uses HTTPS
- A SHA256 hash is published, so you can verify the file:
B8C5EEEB2EC969EF6404D929BEE51D0C6CDC127F4AA716688477DB9AF093EA36· Open the VirusTotal report for this hash - The link has not been checked yet
- The source code is public
- ExeAtlas does not host, wrap or modify installers
Related guide: How to check a file’s SHA256 hash on Windows
Recent versions
All 60 versions ›60 versions over 4 years · about 14 a year
| Version | Date | Size | Files |
|---|---|---|---|
| 0.90.0Latest | November 1, 2026 | — | 64-bit EXE (NSIS) |
| 0.89.0 | October 11, 2026 | — | 64-bit EXE (NSIS) |
| 0.88.0 | October 4, 2026 | — | 64-bit EXE (NSIS) |
| 0.87.0 | August 16, 2026 | — | 64-bit EXE (NSIS) |
| 0.86.1 | July 30, 2026 | — | 64-bit EXE (NSIS) |
| 0.86.0 | July 16, 2026 | — | 64-bit EXE (NSIS) |
| 0.85.0 | July 7, 2026 | — | 64-bit EXE (NSIS) |
| 0.84.2 | June 22, 2026 | — | 64-bit EXE (NSIS) |
Install from the command line
Silent install ›winget install --id buchen.portfolio -echoco install portfolio -yPortfolioPerformance-0.90.0-setup.exe /SRelated guide: How to use winget: install and update apps
Also for other systems
flatpak install flathub info.portfolio_performance.PortfolioPerformanceInformation
- Publisher
- Andreas Buchen
- Category
- Office suites
- Licence
- EPL-1.0
- Price
- Free
- Source code
- github.com/portfolio-performance/portfolio
- Written in
- Java
- Content rating
- All ages
- Requires
- Windows 11 / 10
- Architecture
- 64-bit
- Installer
- EXE (NSIS)
- Other platforms
- Linux
- Version
- 0.90.0
- Released
- November 1, 2026
- Added to the catalogue
- August 18, 2022
- Versions listed
- 60
- Updates / year
- 14.3
- Chocolatey downloads
- 40,446
- Downloads on ExeAtlas
- 3
- GitHub stars
- 4,124
- GitHub forks
- 833
- Website
- github.com
- winget ID
- buchen.portfolio
- Chocolatey package
- portfolio
Ratings and reviews
No reviews yet. Be the first to rate it.
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Frequently asked questions
Is Portfolio Performance free?
Yes. Portfolio Performance is open-source software under the EPL-1.0 licence.
Is Portfolio Performance safe to download?
The download comes from github.com, which belongs to the publisher; ExeAtlas does not host or change the file. Compare its SHA256 hash with the one shown here, or open the VirusTotal report for that hash.
How do I install Portfolio Performance with winget?
Open PowerShell or Windows Terminal and run the winget command shown on this page. winget downloads the official installer and checks its SHA256 hash before running it.
Can Portfolio Performance be installed silently?
Yes. The silent install page lists the exact command for each installer.
Does Portfolio Performance run on ARM (Windows on Arm)?
There is no ARM64 build; Windows 11 on Arm can run the 64-bit version through emulation.
Where can I download an older version of Portfolio Performance?
The versions page lists all 60 versions with links to their official installer files, back to August 18, 2022.
Can I use Portfolio Performance without administrator rights?
Yes, there is a per-user installer that does not need administrator rights.
What are alternatives to Portfolio Performance?
TeXstudio, JabRef, Zettlr, ONLYOFFICE Desktop Editors and PDF Arranger. The alternatives page compares them.
