Getting started

In order for you to be able to track, evaluate and manage your securities, Portfolio Performance needs the basic data about your securities accounts and past transactions. After that, you can immediately make your first evaluations and analyze your portfolio and performance from different angles.

Installation

You can either use one of the precompiled installation files or compile the complete application by yourself. The application is available for MacOS, Windows and Linux.

Creating a portfolio file

Your first step - of course - is to create a new portfolio file with your accounts. The portfolio file contains all securities, accounts, custody accounts, bookings, classifications, etc.

Adding securities

You create the securities that are of interest to you in the list of securities. Master data and historical prices are automatically supplemented and updated by Portfolio Performance.

Manage your portfolio

So far you have created your portfolio file with a list of interesting securities. Now, it's time to buy and sell some of those securities, receive dividends, set up a savings plan, receive dividends, ....

Measure your portfolio's performance

Performance and risk are crucial. Various views and tools can be used to evaluate your portfolio.

Classifying your assets

To reduce risk, you probably want to diversify your portfolio by region, type, asset, ... Using taxonomies will help you visualize and calculate the amount of diversification.

Define portfolio strategy and rebalancing

You map your own portfolio strategy with target values for different share classes. You can make a target/actual comparison and perform a rebalancing.

Keeping the portfolio up-to-date

You book new purchases, sales, and dividends as well as any costs and taxes incurred. This can be done quickly and easily by importing the bank's PDF statements, or manually.