Portfolio Performance

MSM Mannheimer Software-Manufaktur UG, haftungsbeschrankt

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Details about Portfolio Performance

Released
Updated
iOS Version
Age Rating
Size
Devices
Languages

February 19, 2024
September 29, 2024
12.0+
17+
54.08MB
iPhone, iPad, iPod
English

Features

Developer of Portfolio Performance

⭐️5 / 5

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📼4 scs

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🧾$3.00 - $25.00

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📦~ in 1 week

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Versions
Subscription Plans
Price History
Description
FAQ

Version History of Portfolio Performance

1.3.1

September 15, 2024

This version fixes an issue where the FIFO value was not displayed in the currency of the instrument. The 1.3 release includes the following new features: Take control of the bottom navigation bar: add any view, such as dashboards, charts, or performance calculations, to have information at your fingertips. Additionally, you can create custom asset and performance charts with arbitrary data series, just like you're used to on the desktop application. This feature requires a premium subscription. Happy investment tracking!

1.3.0

September 5, 2024

With this version, you can take control of the bottom navigation bar: add any view, such as dashboards, charts, or performance calculations, to have information at your fingertips. Additionally, you can create custom asset and performance charts with arbitrary data series, just like you're used to on the desktop application. This feature requires a premium subscription. Along with these features, there are several improvements and bug fixes. Happy investment tracking!

1.2.4

June 18, 2024

This version fixes an issue with slow computations in foreign currency due to incomplete caching of required conversion series. The 1.2 release includes the following new features: * Open files directly from OneDrive, Dropbox, Google Drive, and WebDAV. * Lock your portfolio file when leaving the app. * New layout in the asset statement showing today's and total performance.

1.2.3

June 4, 2024

This version fixes an issue where the reporting periods "current quarter" and "previous quarter" were not using the correct period. The 1.2 release includes the following new features: * Open files directly from OneDrive, Dropbox, Google Drive, and WebDAV. * Lock your portfolio file when leaving the app. * New layout in the asset statement showing today's and total performance.

1.2.2

June 3, 2024

This version fixes an issue where the existing configuration, like the mobile dashboard, wasn't reused when reopening the same file. The 1.2 release includes the following new features: * Open files directly from OneDrive, Dropbox, Google Drive, and WebDAV. * Lock your portfolio file when leaving the app. * New layout in the asset statement showing today's and total performance.

1.2.1

May 24, 2024

Small bug fix. The 1.2 release includes the following new features: * Open files directly from OneDrive, Dropbox, Google Drive, and WebDAV. * Lock your portfolio file when leaving the app. * New layout in the asset statement showing today's and total performance.

1.2.0

May 22, 2024

On to the next increment of our mobile app journey for Portfolio Performance! This release includes several bug fixes and the following new features: * Open files directly from OneDrive, Dropbox, Google Drive, and WebDAV. * Lock your portfolio file when leaving the app. * New layout in the asset statement showing today's and total performance.

1.1.1

March 27, 2024

This release fixes an issue where permissions to access a file could be lost. If this case should occur, do not delete the file, but simply open the same file again.

1.1.0

March 26, 2024

This release focuses on internal improvements. New features include settings to limit price updates to held instruments, enhanced filters for accounts and instruments in the sidebar, and options for sorting assets. Additionally, we have added download support for historical prices from Binance and Kraken. Fixes include improvements in file picking across cloud providers, among others.

1.0.5

March 12, 2024

• Fixes an issue with the JSON price feed ignoring the configured factor • Fixes an issue with the calculation of benchmark instruments in heat maps

Portfolio Performance Subscription Plans

Premium (Monthly)

Premium (Monthly, 7-day trial)

$3.001 Month

7 Days trial

Premium (Yearly)

Premium (Yearly, 14-day trial)

$25.001 Year

14 Days trial

Price History of Portfolio Performance

Description of Portfolio Performance

Track your investments. Confidentially. Portfolio Performance is the mobile companion for users of the popular free and open-source Portfolio Performance desktop application. This app is your gateway to tracking investments on the move, complementing the desktop version's capabilities. Edit and maintain your transaction history on the desktop, then view and analyze your investments on your device. How does it work? The mobile application reads the same data file as the desktop version. When you assign a password, the file is secured with industry-standard AES256 encryption. Choose your preferred cloud storage provider, like iCloud, Google Drive, or OneDrive, for file synchronization. Your financial transaction history remains confined to your phone, with all calculations performed locally. What features are supported? • Update historical prices with the "Historical Prices" configuration for Portfolio Report, HTML, JSON, CoinGecko, Eurostat, and Yahoo Finance (Note: "Latest Price" configuration is not yet supported). • View statements of assets and related charts. • Access performance views and charts. • Earnings view, including yearly and monthly charts. • Taxonomies, including pie charts and rebalancing information. • Exchange rates, including updates of reference rates from the ECB. • Filters to restrict calculations and charts to specific accounts and/or classifications from any taxonomy. • Support for 29 of the 46 dashboard widgets available in the desktop version. • Analysis for all reporting periods (Note: Reporting periods based on "trading days" using a trade calendar are not yet supported). • Dark mode. What is included in the subscription? Portfolio Performance offers an optional 'Premium' subscription, which unlocks dashboards and supports future development of Portfolio Performance. With this subscription, you can view all dashboards created in the desktop application and also create and edit mobile dashboards, tailoring them to your specific information needs on the mobile screen. Please note: Payment will be charged to your Apple ID account at the confirmation of purchase. Subscription automatically renews unless it is canceled at least 24 hours before the end of the current period. Your account will be charged for renewal within 24 hours prior to the end of the current period. You can manage and cancel your subscriptions by going to your account settings on the App Store after purchase. Privacy Policy: https://www.portfolio-performance.app/privacy-policy Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/

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Portfolio Performance: FAQ

Does Portfolio Performance support iPad devices?

Yes, Portfolio Performance is compatible with the iPad.

Who created the app?

MSM Mannheimer Software-Manufaktur UG, haftungsbeschrankt is the developer of the Portfolio Performance app.

What iOS version is needed to run the Portfolio Performance app?

The minimum required iOS version for the app to work is 12.0 or higher.

What is the current app rating?

Users love Portfolio Performance, as evidenced by its outstanding rating of 5 out of 5.

What’s the genre of the Portfolio Performance app?

The App Genre Of Portfolio Performance Is Finance.

What is the recent version of Portfolio Performance?

1.3.1 is the newly released version of the Portfolio Performance app.

What is the update date for Portfolio Performance?

Portfolio Performance’s latest update was rolled out on September 29, 2024.

When was the app initially released?

The app was launched on March 26, 2024.

What is the content advisory rating for the Portfolio Performance app?

This app is rated for ages 17 and up, and contains mature themes or intense violence.

What languages does the Portfolio Performance app support?

The Portfolio Performance app is now available in English.

Can I play Portfolio Performance through Apple Arcade's subscription?

Unfortunately, Portfolio Performance is not on Apple Arcade.

Does Portfolio Performance offer in-app purchases?

Absolutely! In-app purchases are available within Portfolio Performance.

Is Portfolio Performance optimized for use with Apple Vision Pro?

Unfortunately, Portfolio Performance is not optimized for use with Apple Vision Pro.

Are users exposed to ads in Portfolio Performance?

No, users are not exposed to ads in Portfolio Performance.

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