Wealthy PotPortfolio Performance Review (2026)
Portfolio Performance is the tool for investors who care about getting their returns measured correctly. It is not pretty, but its accounting is more rigorous than most paid apps.
By Wealthy Pot · Last updated June 2026
Pros
- Rigorous, accurate performance and IRR accounting
- Free and open-source
- Local data — nothing in the cloud
- Excellent for long-term, multi-account tracking
Cons
- Desktop-only with a dated interface
- Manual setup and a learning curve
- Not for active trading
- No mobile app
Who Portfolio Performance is for
Best for meticulous long-term investors — especially in Europe — who want true time-weighted and money-weighted returns across many accounts, kept locally. Mobile-first users should look elsewhere.
Pricing
Free, open-source (desktop). There is a free tier you can use without paying.
Open-source & self-hosting
Portfolio Performance is open-source (EPL-1.0) and self-hostable — your data stays on hardware you control. Skill level: intermediate. Source: GitHub repository ↗.
The bottom line
Portfolio Performance is the tool for investors who care about getting their returns measured correctly. It is not pretty, but its accounting is more rigorous than most paid apps. Main drawback: desktop-only, dated ui; manual setup; not for active trading.
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We summarize hands-on assessment, not user reviews. As a web/desktop tool, Portfolio Performance has no comparable app-store rating, so we show none. Pricing and features change often and are re-checked regularly. Some outbound links may be affiliate links — that never affects which tools we include or how we rate them. Nothing here is investment advice.