Portfolio Performance

Portfolio Performance

Track your investments

3 ratings
33 reviews
Free
In-App Purchases

Details

  • Released
  • Updated
  • February 19, 2024
  • July 9, 2026

Features

Portfolio Performance screenshot #1 for iPhone
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Portfolio Performance screenshot #6 for iPhone
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About

Track your investments confidently with this mobile companion to a desktop application. It securely syncs your financial data via cloud storage and performs all calculations locally. View statements, charts, earnings, and more, with an optional premium subscription for enhanced dashboard features.

Investment tracking
Secure data synchronization
Local data calculations
Asset statements and charts
Performance views and charts
Earnings and taxonomy analysis
Dark mode support
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What's New in Portfolio Performance

1.13.0

July 9, 2026

This update lets grouped accounts carry an ownership percentage, so a jointly held account or portfolio can be split by member. You can now also edit the titles of your dashboard widgets, and opening a page from a widget carries over its reporting period so the detail view matches what the widget shows. It also aligns historical price extraction from web pages more closely with the desktop application. Happy investment tracking!

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Subscription plans

Premium (Yearly)

Premium (Yearly, 14-day trial)

$25.001 Year
14 Days trial
How to cancel Portfolio Performance subscription ⁉️

User reviews

Change in the smartphone is a must.

Thank you for all. Working good but it would be good if it possible change from smartphone also, not only by computer.

Best for cross account analysis

Simply the best app out there for tracking performance of assets held across multiple accounts. It takes some time to import my latest trades, but it’s way more powerful than the alternatives when it comes to assessing performance and risk. Highly recommended.

Feature Requests:
1. Round Yearly Returns in Heat map to nearest tenth (to match desktop version)

2. When tapping a widget that opens the performance calculation & chart, the reporting period shown automatically matches the reporting period of the widget tapped (instead of defaulting to the reporting period set in the options side-menu).

3. New version of Yearly Returns in Heat map widget that shows IRR.
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Super Tool zur Visualisierung des Depots

Wer ein leistungsstarkes Opensource Tool für die Depotsteuerung sucht, das auch noch kostenlos ist, findet es in PortfolioPerformance. Man kann die Banktransaktionen per PDF äußerst komfortabel importieren, das geht wirklich super.
Auch ein Rebalancing des Depots ist problemlos möglich.
Zur Visualisierung auf dem Mobiltelefon oder Tablet gibt es auch Apps. Dort kann, muß aber nicht, man ein Abo für 30,- Euro im Jahr um die Entwickler zu unterstützen, was ich gern gemacht habe.
Die Desktopversion und die Apps sind aber ansonsten kostenlos, wirklich klasse!
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Klasse Tool

Wer ein leistungsstarkes Opensource Tool für die Depotsteuerung sucht, das auch noch kostenlos ist, findet es in PortfolioPerformance. Man kann die Banktransaktionen per PDF äußerst komfortabel importieren, das geht wirklich super.
Auch ein Rebalancing des Depots ist problemlos möglich.
Zur Visualisierung auf dem Mobiltelefon oder Tablet gibt es auch Apps. Dort kann, muß aber nicht, man ein Abo für 30,- Euro im Jahr um die Entwickler zu unterstützen, was ich gern gemacht habe.
Die Desktopversion und die Apps sind aber ansonsten kostenlos, wirklich klasse!
Show more

Best for cross account analysis

Simply the best app out there for tracking performance of assets held across multiple accounts. It takes some time to import my latest trades, but it’s way more powerful than the alternatives. Highly recommended

Feature Requests:

1. When tapping a widget that opens the performance calculation & chart, the reporting period shown automatically matches the reporting period of the widget tapped (instead of defaulting to the reporting period set in the options side-menu).

2. New version of Yearly Returns in Heat map widget that shows IRR.

3. “Zen” option for percentages (like with dollar amounts) or at least rounded to one decimal place
Show more

FAQ

How secure is my financial data with Portfolio Performance?

Portfolio Performance uses industry-standard AES256 encryption to secure your data file when a password is assigned. All calculations are performed locally on your device, and data synchronization is handled through your chosen cloud storage provider like iCloud, Google Drive, or OneDrive.

What are the subscription options for Portfolio Performance?

Portfolio Performance offers an optional 'Premium' subscription. Monthly plans are $3.00 with a 7-day free trial, and yearly plans are $25.00 with a 14-day free trial. This subscription unlocks dashboards and supports future development.

Can I manage my Portfolio Performance subscription?

Yes, you can manage and cancel your subscriptions by going to your account settings on the App Store after purchase. Subscriptions automatically renew unless canceled at least 24 hours before the end of the current period.

What devices does Portfolio Performance support?

Portfolio Performance is available on iPhone, iPad, and iPod. The app is designed to complement the desktop version, offering investment tracking capabilities on the move.

How often is Portfolio Performance updated?

The latest version is 1.11.1, last updated on February 16, 2026. While this date is in the future, indicating potential for ongoing development, users can expect regular updates to enhance features and reliability.

What is the age rating for Portfolio Performance?

Portfolio Performance has an age rating of 17+. This is likely due to the sensitive nature of financial data and the complexity of investment tracking.

Does Portfolio Performance have ads?

No, Portfolio Performance does not have advertisements. The app is free to use, with an optional premium subscription for enhanced features.

What investment data sources can Portfolio Performance use for historical prices?

Portfolio Performance supports updating historical prices from sources like CoinGecko, Eurostat, and Yahoo Finance. The 'Historical Prices' configuration is available, though 'Latest Price' configuration is not yet supported.