Getting started

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 perform your first evaluations and analyze your portfolio and its performance from various perspectives.

Installation

You can either use one of the pre-compiled installation files or compile the complete application yourself. Portfolio Performance is available for macOS, Windows, and Linux.

Creating a Portfolio File

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

Creating a Security

You create the securities you are interested in in the security list. Master data and historical prices are automatically added and updated by Portfolio Performance.

Managing Your Portfolio

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

Evaluating Your Portfolio

Performance and risk assessment are important, so Portfolio Performance offers several ways to evaluate and track them.

Classifying Asset Allocations

With your own structure, you map the weighting of asset allocations, e.g., by region and/or asset class.

Defining a Portfolio Strategy and Performing Rebalancing

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

Keeping the Portfolio Up to Date

You book new purchases, sales, and dividends, as well as all incurred costs and taxes. This is quick and easy by importing the bank's PDF statements or by manually maintaining the data.