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portfolio-performance/portfolio

Desktop application for tracking and evaluating investment portfolio performance across stocks, cryptocurrencies and other assets.

Open-source alternative to:Portfolio VisualizerPersonal Capital

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Last commit
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Repolode describes open-source projects and does not give investment advice. Trading and investing can lose money: assess the risk yourself and follow the laws where you live before using this project.

What is it?

Portfolio Performance is a desktop application written in Java for keeping track of an investment portfolio. It records transactions across stocks, cryptocurrencies and other assets, and calculates how the portfolio is performing over time.

The project is built on the Eclipse platform and distributed through the homepage and GitHub releases. Its homepage links to a user manual and a community forum for support.

The repository also hosts the source for contributors, with documented setup steps for the Eclipse IDE, guidance on importers for broker files such as Flex Queries and PDFs, and notes on trade calendars and translations.

Key features

  • 01Tracks transactions across stocks, cryptocurrencies and other asset types.
  • 02Calculates portfolio performance over time.
  • 03Imports broker data through Flex Query and PDF importers.
  • 04Includes trade calendar support.
  • 05Built on the Eclipse platform in Java.

Use cases

  • Individual investors who want one place to view performance across brokerage accounts.
  • Developers or translators contributing to an open-source Java finance application.
  • Users who want to import broker statements instead of entering trades manually.

Quick start

  1. 1

    Download the app from the releases page

  2. 2

    Read the manual for setup and usage

Things to know

  • Development setup requires an Eclipse IDE and Java toolchain, documented in CONTRIBUTING.md.
  • Licensed under the Eclipse Public License 1.0, a copyleft license.

Topics

#investment#portfolio#finance#java#eclipse#stocks#cryptocurrency#financial#investment-portfolio#portfolio-performance

FAQ

What is portfolio?
Desktop application for tracking and evaluating investment portfolio performance across stocks, cryptocurrencies and other assets. Portfolio Performance is a desktop application written in Java for keeping track of an investment portfolio. It records transactions across stocks, cryptocurrencies and other assets, and calculates how the portfolio is performing over time.
Is portfolio free to use? What license does it have?
portfolio is open source under the EPL-1.0 license. Check the license terms before using it in commercial products.
Is portfolio still maintained?
Actively maintained. The last commit to portfolio was on Nov 7, 2026.
What can I use portfolio for?
Individual investors who want one place to view performance across brokerage accounts. Developers or translators contributing to an open-source Java finance application. Users who want to import broker statements instead of entering trades manually.
How do I install portfolio?
Download the app from the releases page Read the manual for setup and usage
Where can I get portfolio?
The source code and installation instructions are on GitHub: https://github.com/portfolio-performance/portfolio

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