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About Portfolio Performance

Detailed information about the Portfolio Performance program is available under the menu:
Help > About Portfolio Performance.

About Panel Overview

Figure 1. About Portfolio Performance Panel
About Portfolio Performance Panel

Top Section

  • Version: 0.76.2 (May 2025)
  • Platform: Windows (win32, x86*64), Linux, or macOS
    See Installation for details.
  • Java Version: Version of the Java Runtime Environment (JRE) or Java Development Kit (JDK) used
    Portfolio Performance is developed in Java. It is recommended to use the latest Long-Term Support (LTS) OpenJDK version, available from Azul Zulu.
  • The project was started in 2012 by Andreas Buchen.

Bottom Section

  • Software used by the program
  • Code contributors
  • Translators
  • Documentation Writers
  • Installation Details
    Detailed information about the environment Portfolio Performance runs in (operating system, Java and Eclipse components, log file paths, etc.)

Key Software Components & Libraries

Portfolio Performance leverages a robust set of open-source libraries and frameworks to deliver its features, ensure cross-platform compatibility, and provide a native user experience:

  • Eclipse Foundation
    The backbone development platform for Portfolio Performance. Eclipse provides the Integrated Development Environment (IDE) and the Standard Widget Toolkit (SWT), a GUI toolkit used to create native-looking graphical interfaces across platforms. SWT enables rendering components that feel consistent on Windows, Linux, and macOS by using the underlying OS widgets.

  • Apache Software Foundation
    Provides multiple foundational libraries. For example:

  • PDF parsing and metadata extraction (allowing Portfolio Performance to handle PDFs for reports or document processing).

  • HTTP client libraries that manage network communication, including requests to online price data providers and Portfolio Report services.

  • SWT Chart Project
    Extends SWT with rich charting capabilities. Portfolio Performance uses it to render line charts, pie charts, and other visual financial data representations, ensuring interactive and high-quality graphics.

  • Tree Map Library
    Implements treemap visualizations, a space-efficient way to represent hierarchical data with nested rectangles. Used notably in the Taxonomies menu to visualize portfolio asset distribution and classifications.

  • jsoup Java HTML Parser
    A powerful, user-friendly HTML and XML parser library. Portfolio Performance uses jsoup to scrape historical price data and other relevant information from financial websites by parsing real-world web pages, even if they are poorly formatted.

  • JSON.simple
    A lightweight Java toolkit to encode and decode JSON text. Essential for handling data downloads from JSON APIs, such as retrieving historical price feeds and other online data sources.

  • Protocol Buffers (Protobuf)
    Google's efficient, language- and platform-neutral serialization mechanism. Portfolio Performance uses protobuf to convert the portfolio’s XML-based data structures into optimized Java objects for faster access and manipulation.

  • Guava
    Google's core Java libraries extension. Guava provides immutable collections, caching utilities, advanced concurrency libraries, and other utilities that make the codebase more robust and developer-friendly.

  • JsonPath
    A query language for JSON, inspired by XPath for XML. Portfolio Performance uses JsonPath to extract specific pieces of information efficiently from large JSON documents.

  • D3.js
    Although primarily a JavaScript library for creating dynamic, interactive data visualizations on the web, D3.js is used within Portfolio Performance's reporting components (e.g., Portfolio Report) to generate rich, web-based charts and graphs embedded in the app.

  • XStream
    Serializes and deserializes Java objects to XML and JSON formats. This library helps Portfolio Performance persist and load complex portfolio data structures seamlessly.

  • OpenJDK
    The open-source Java Development Kit required to run Portfolio Performance. The recommended builds come from Azul Zulu, ensuring stability and long-term support across platforms.

Contributors

Portfolio Performance is developed and maintained by a large, worldwide community of contributors. Hundreds of developers from around the globe continuously improve the software.
A full overview of contributors and their activity since 2012 is available on the GitHub contributors graph.

Figure 2. Contributors
Contributors

Translations

Portfolio Performance is localized into many languages including but not limited to:
Spanish, Dutch, Portuguese, Brazilian Portuguese, French, Italian, Czech, Russian, Slovak, Polish, Simplified Chinese, Traditional Chinese, Danish, and many more.

You can contribute or join the translation effort via Join the POEditor Project.

Documentation Authors

The primary sources of documentation are:

Installation Details

The Installation Details tab provides a comprehensive report about the environment Portfolio Performance is running in, including:
Operating system details, Java and Eclipse components versions, configuration paths, and locations of log files.