A Portfolio Performance alternative that needs no install.
Portfolio Performance is an open-source desktop application, started in 2012, that calculates the performance of a portfolio across all your accounts. It is a serious tool, and for some investors the better one. FortuneOK does the same basic job as a web app, with a different emphasis: broker sync, money in more than one currency, and a net worth that goes beyond securities.
The table lists what Portfolio Performance publishes about itself, next to what FortuneOK does today. We read their pages on the date below and link every one of them.
Last checked .
Side by side
Scroll the table sideways to read every column.
| Topic | Portfolio Performance | FortuneOK |
|---|---|---|
| License and price | Open source under the Eclipse Public License 1.0, with no paid plan listed on its site. | Free for tracking by hand, with no card. Broker sync is the one paid feature: $119 billed annually or $14 billed monthly, taxes included, and free for 14 days. |
| Where it runs | A desktop application written in Java, for 64-bit Windows 10 and newer, macOS 11 and newer, and Linux. The site also links mobile apps. | A web app that works on a phone. There is no separate app. |
| Your data | All data is stored in XML and can be exported as CSV or JSON. | Kept in your account. Export is open to every account, free plan included. |
| Return method | The true time-weighted rate of return and the internal rate of return (IRR). | Money-weighted return (XIRR), counting every deposit and withdrawal on its own date, and the change over any range on the chart. Nothing held under a year is turned into a yearly rate. |
| Currencies | Foreign currency accounts, using exchange rates published by the European Central Bank. Performance is calculated in the currency of the portfolio. | Any base currency. Each trade is converted at the rate of its own day, and the returns row shows how much of a gain came from the exchange rate. |
| Prices | Historical prices loaded from sources such as HTML pages, JSON, Yahoo Finance, Alpha Vantage and CoinGecko, plus a built-in provider for German and US stocks. | Quotes for US, London and Toronto listings and for crypto, updated automatically. A holding on any other exchange gets no price. |
| Brokers and import | Imports PDF statements from more than 90 banks and brokers, and CSV files of transactions. | Syncs from 28 brokers. A CSV or Excel file covers the rest, and it is read in your browser. |
| Allocation | Securities can be classified freely, for example by asset class and region, to rebalance against an asset allocation you define. | Allocation by category, currency, country and region, with allocation targets you set. |
Choose Portfolio Performance if
- You want an open-source program with public source code, and you are happy to run it on your own computer.
- You want the true time-weighted rate of return next to the internal rate of return.
- You want to import PDF statements from your bank or broker, which they support for more than 90 of them.
- You hold a listing on an exchange FortuneOK does not price and want to load its prices from a source you choose.
Choose FortuneOK if
- You want your broker to sync by itself, from 28 brokers, instead of importing a statement each time.
- You want nothing to install: it opens in a browser, on a computer or a phone.
- You hold money in several currencies and want every trade converted at the rate of its own day.
- You want goals, allocation targets and a net worth that includes property, cars and metals in one place.