Markets and trading · Independent · 26 Oct 2026

portfolio-performance/portfolio

Track and evaluate the performance of your investment portfolio across stocks, cryptocurrencies, and other assets.

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Portfolio Performance: investment tracker. Track your wealth and calculate true returns locally.
Verified26 Oct 2026

Radar check

What we found when we opened it. Every bar is one fact, with its date.

Alive100

Last code pushed 24 Oct 2026, 2 days before this check.

Releases100

Latest release 0.89.0 on 11 Oct 2026.

Maturity100

Public since March 2012, a little over 14 years.

Adoption72

4,126 stars and 833 forks.

Activity100

307 commits and 56 new issues in the last 90 days.

Community100

285 contributors. 167 pull requests merged in 90 days.

Security40

No security policy file says how to report a problem. No published security advisories.

Licence EPL-1.0: free to use, even inside paid software; changes to this project itself must be sharedSetup effort 3 of 5Payoff 4 of 5
How the bars are scored
  • Alive. Days since the last code push: a week or less 100, a month 90, three months 70, six months 50, a year 30, eighteen months 15, older 0.
  • Releases. Age of the latest GitHub release, on a similar scale; no bar when the project publishes no releases.
  • Maturity. Age of the project: eight years 100, five 90, three 70, two 55, one 40, six months 25, younger 10.
  • Adoption. Stars on a log scale: 100,000 stars is 100, 10,000 is 80, 1,000 is 60, 100 is 40.
  • Activity. Commits in the last 90 days: 300 or more 100, 100 85, 30 65, 10 45, any 25.
  • Community. People who have contributed: 100 or more 100, 30 80, 10 60, 5 40, 2 25, one 10.
  • Security. A published security policy 80, none 40; published advisories are listed, not scored.

Checked by Repo Radar on 26 Oct 2026 from the repository on GitHub.

In simple English

This is a desktop program for tracking your personal investments. You feed it your trades and account balances. It calculates your true rate of return over time. Your financial data stays on your own computer. It is free to download and use.

What it is

Portfolio Performance is an open-source desktop application built in Java (a programming language used to run applications across different operating systems) for calculating investment returns. It supports stocks, bonds, cryptocurrencies, and multiple currencies with historical price feeds.

What it is good for

Solo builders and investors who want a detailed view of their wealth without sending bank statements to a cloud service. It removes the need for complex spreadsheets by automating return calculations and benchmark comparisons.

Stars4.1k
LicenceEPL-1.0
Latest0.89.0 (2026-10-11)checked 26 Oct 2026
Last code change2026-10-24
Written inJava
Setup effort
3 / 5
Payoff
4 / 5
Good
  • Calculates true time-weighted and money-weighted rates of return.
  • Keeps all your financial history stored locally on your machine.
  • Imports data directly from PDF statements provided by many brokers.
Watch for
  • Requires you to manually enter transactions or configure PDF importers.
  • Desktop app interface has a learning curve for non-accountants.
  • Built in Java, so you need the Java runtime installed on your computer.
Replaces

Complex Excel spreadsheets or paid cloud portfolio trackers

Works well with

CSV downloads from online stock brokers and crypto exchanges

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How to get it

Download the installer directly from the project releases page on GitHub for your operating system.

Independent: reviewed for Repo Radar outside the daily editions. Every independent repository

On Stack Radar: Commerce & Finance › Financial Planning & Fundraising › Investment & Portfolio Tracking.

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