Skip to content

Introduction

What is Portfolio Performance?

Since the beginning of 2012, Portfolio Performance has been available to calculate the performance of an overall portfolio – across various depots and accounts – based on the True-Time Weighted Rate of Return and the internal rate of return.

Portfolio Performance is a simple and powerful tool for managing your securities portfolio. With Portfolio Performance, you can:

  • track the composition and development of your securities portfolio with meaningful overviews, key figures, and charts.
  • track historical price developments of securities and your purchases and sales.
  • classify the securities in your portfolio according to your needs and visualize the composition, e.g., by asset classes and regions.
  • define and track your portfolio strategy with your planned asset allocation and ensure rebalancing.
  • create a comprehensive view across multiple depots and clearing accounts.
  • quickly and conveniently import statements from online banks and brokers.

Portfolio Performance (PP) itself tries to remain as simple and intuitive as possible. However, explanations are sometimes necessary – as shown by the many similar questions in the forum. This "handbook" is intended to guide you through the first steps with Portfolio Performance, explain basic concepts, and document the features that require explanation.

The Portfolio Performance (PP) guide consists of four chapters, derived from a well-known framework for creating documentation. The documentation is structured along two axes: practical versus theoretical knowledge and learning versus applying.

  • Getting started If you are new to Portfolio Performance, this chapter will make it easier for you to get started. It covers everything from installation to creating a new portfolio, importing securities and transaction data, and evaluating your entire portfolio.

  • Basics Although Portfolio Performance is an extremely intuitive and user-friendly program, the underlying financial concepts can be complex. This chapter provides a brief but clear understanding of the most important Portfolio Performance concepts, such as accounts, transactions, reporting periods, internal rate of return, and more.

  • Reference Manual is a detailed and technical description of all functions and elements of the program's user interface.

  • How-to In this chapter, you will find step-by-step descriptions of common procedures, including data import, dividend posting, searching for historical prices, and more. Some tips & tricks as well as special cases are also described.

Help Out...

As you can easily see, there are still many blank pages in this handbook. If you are interested, please also contact us in the forum! Many thanks to everyone who has helped so far.