Portfolio Performance is a free, open-source program for Windows that helps individual investors track and evaluate their holdings across stocks, cryptocurrencies and other assets. It is designed for people who want one clear view of how their investments are doing, rather than a collection of separate account screens.
The project is released under the EPL-1.0 license, and its source code is published on GitHub. The most recent code update is dated October 31, 2026, and the latest version is 0.89.0. The project also lists Linux among its platforms, but this page focuses on the Windows version. Because the tool is open source, its calculations can be examined by anyone who wants to check them.
What Is Portfolio Performance and Who Is It For?
Portfolio Performance is a desktop program for tracking how an investment portfolio is doing over time. Many people know what they own but find it harder to answer whether their holdings are actually growing, and by how much. A performance tool fills that gap by comparing the value of your positions with what you have put in, and by showing the results in one place.
The program is aimed at individual investors who hold a mix of assets. A typical reader might own a few stocks or funds in a brokerage account and also hold several cryptocurrencies in a separate wallet or exchange account. Keeping both in one tool makes it easier to see the overall picture instead of checking several apps and adding numbers by hand.
It also suits people who prefer local software. Because the program runs on your own computer, you decide where your portfolio file is stored and who can open it. That control appeals to users who would rather not link every account to a web service.
How Performance Tracking Turns Transactions Into Results
Performance numbers are only as good as the records behind them. Each purchase, sale, deposit, withdrawal and transfer affects how much money you have put in and how much each position is worth. When those entries are complete and dated, a tool can calculate returns that reflect what actually happened, instead of a single snapshot of today's prices.
Two terms come up often in this area. Cost basis is the total amount paid for an asset, including fees where they apply, and it is the starting point for measuring gain or loss. Return on investment compares the current value of a holding, plus any income it produced, with the money invested. The two calculations are related but not identical, which is why it helps to understand which figure a report shows.
Prices also matter. An asset without a current price cannot be valued, so the total can look wrong even when the transactions are correct. Reviewing prices after adding a new asset is a simple habit that prevents confusing results. Treat performance figures as a record of the past, not a forecast of what comes next.
Practical Scenarios for Mixed Portfolios
Imagine an investor who buys an index fund each month and occasionally buys small amounts of crypto. Over a year, the entries pile up across two very different markets. A performance tool lets them see whether the crypto part moved the total much, or whether the fund has been the steadier contributor, without rebuilding a spreadsheet each time.
Another scenario is a freelancer who receives payments in several currencies and holds crypto as part of savings. The portfolio record becomes a single file they can review before a meeting with an accountant. The program is not a substitute for tax advice, but organized records make that conversation faster and more accurate.
A third example is a household that shares one computer and wants a monthly check-in. Each person can keep a separate portfolio file, and the review takes minutes because the history is already in place. Regular reviews also help catch mistakes, such as a deposit recorded twice or a sale entered in the wrong account.
Key features
Performance Tracking Across Asset Types
Free and Open Source
Official Windows Version
Supported coins
Portfolio Performance is designed to cover stocks, cryptocurrencies and other assets within one portfolio, so crypto positions can sit next to traditional holdings. The official manual is the best place to confirm how specific assets are entered and valued.
How to install Portfolio Performance on Windows
- 1
Get the Windows Build
Download only from the official website or the Downloads page on GitHub Releases. Choose the Windows version of Portfolio Performance. The latest version listed is 0.89.0, so start with that release.
- 2
Verify the File
Compare the SHA-256 checksum or digital signature of the downloaded file with the value published on the release page. If they do not match, do not run the installer, and download the file again from the same source.
- 3
Run the Installer
Open the installer and read the license terms, which are under EPL-1.0. Follow the on-screen prompts and choose an install location you control. Keep the default options unless you have a specific reason to change them.
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Create Your First Portfolio File
When the program starts, create a new portfolio file or open an existing one. Store the file in a folder that is included in your regular backups, so your records survive a system reinstall.
How to use Portfolio Performance
Once the program is installed, the workflow is mostly about recording what you own and reviewing it on a regular schedule. The steps below are a practical starting point rather than a fixed procedure, since menus can change between versions. The official manual is the reference for specifics.
- Create a portfolio file for your accounts, or one file per person if several people share the computer.
- Add each stock, fund and cryptocurrency as a separate asset, using the names and identifiers you recognize from your brokerage or exchange.
- Record every purchase, sale, deposit, withdrawal and transfer with its date and amount, so performance is calculated from real history.
- Check that each asset has a current price. An asset without a price cannot be valued, and the totals will be misleading until it is fixed.
- Open the performance views and compare the results with your own statements to confirm that the numbers match.
- Back up the portfolio file after each monthly update, and keep at least one copy outside the computer.
- Review the portfolio on a fixed schedule, such as once a month, and note any entries you were unsure about so you can correct them later.
Pros & cons
- Free to use, with no cost mentioned for basic tracking
- Open-source code under EPL-1.0 that anyone can inspect
- Covers stocks, cryptocurrencies and other assets in one portfolio
- Official Windows version available
- Recent code update dated October 31, 2026
- Expect manual data entry, especially for transaction history
- Results are only as accurate as the records you enter
- Performance metrics take time to learn for beginners
- Linux is listed as a platform, so Windows-specific guidance is limited on this page
Is Portfolio Performance safe?
Portfolio Performance is open source, which makes its code publicly reviewable, but the copy you run still needs checking. Download only from the official website or the GitHub Releases page, and compare the SHA-256 checksum or signature with the value published there before installing. Keep your operating system and antivirus up to date, and never enter a seed phrase or wallet recovery phrase into any portfolio tool, including this one. Portfolio trackers do not need access to your wallet keys to show performance. Before installing, check the latest version on the official website, since releases change over time.
- Official source only. Download from www.portfolio-performance.info. Ignore ads and lookalike domains.
- Check the SHA-256. Compare the installer hash with the value the developer publishes before running it.
- Never share your seed phrase. No developer, support agent or website — including CryptApps — will ever ask for it.
Alternatives
Portfolio Performance sits among several tools for tracking investments, but it is a desktop program focused on performance measurement. Delta by eToro and CoinStats are closer to app-based trackers for everyday portfolio checks. Vovsoft Cryptocurrency Tracker is about prices and charts rather than full portfolio records. Money Manager Ex is a household accounting app that can hold crypto assets alongside everyday finances. CoinTracking and Koinly are web services built around reporting, so they differ in where data is stored and how reports are produced. Choose Portfolio Performance if you want a free, open-source tool for mixed holdings that runs on your own Windows computer.
Specifications
- Price
- Free
- Type
- Open source
- License
- EPL-1.0
- Latest version
- 0.89.0
- Last update
- 31 Oct 2026
- Windows support
- Yes (official Windows version)
- Official site
- www.portfolio-performance.info
- Source code
- github.com/buchen/portfolio
Frequently asked questions
Yes, Portfolio Performance is free to download and use. It is released as open-source software under the EPL-1.0 license, which means its source code is published on GitHub for anyone to read. The price is listed as free, so there is no purchase needed to start tracking your holdings.
Software from an open-source project is easier to review, but safety still depends on the copy you install. Get the file from the official website or GitHub Releases, then verify its SHA-256 checksum or signature. Never enter a seed phrase into any portfolio tool, and keep your system protection running.
Yes, the project offers an official Windows version of the program. It is the version this page covers. The project also lists Linux among its platforms, so users on other systems can check the official downloads for their needs.
Yes, the program is designed to track stocks, cryptocurrencies and other assets in a single portfolio. That lets you compare a crypto position with traditional investments and see the combined performance. The official manual explains how to enter and value specific assets.
It is best described as a portfolio tracker and performance tool. Keeping complete, dated transaction records inside it can make tax season easier to manage. For decisions about your tax obligations, speak with a qualified tax professional in your country.
The project shows recent activity, with its most recent code update dated October 31, 2026. Its latest version is 0.89.0. Regular code updates are a useful sign for open-source software, although you should still check release notes before each update.
EPL-1.0 is the Eclipse Public License version 1.0. It allows you to use, copy and modify the software for free. If you distribute a modified version, the license requires you to make its source code available under the same terms.
Verdict
Portfolio Performance suits individual investors who hold stocks, cryptocurrencies and other assets and want a free, open-source tool to measure how their portfolio performs. It rewards users who enter transactions carefully and review their numbers on a regular schedule. It is a good fit for people who prefer software on their own computer and who want to inspect the code behind their calculations. If you want a live web dashboard or automatic account syncing, a web-based tracker may suit you better.