Portfolio Performance User Reviews

Portfolio Performance
Portfolio Performance
MSM Mannheimer Software-Manufaktur UG (haftungsbeschränkt)

Customer Experience

Positive experience82.9% of reviews
Neutral7.1% of reviews
Negative experience10.0% of reviews

~ Based on 70 written reviews from the US App Store.

Is Portfolio Performance Safe?

Not enough ratings yet to assess Portfolio Performance.

Is Portfolio Performance Legit?

Portfolio Performance appears legitimate, with a few gaps. AppsHunter Legitimacy Score for Portfolio Performance is 68/100.

Based on 68 of 100 points across 7 verification signals from App Store and developer data.

Top reviews

Funktioniert gar nicht

Es war mir nicht möglich ein neues Portfolio/Datei anzulegen. Weder Desktop noch iPad oder Handy. Mit und ohne Anmeldung. Nix ging.

Super auf dem Computer und den Smartphone

Eine meiner meistgenutzten Apps auf dem Smartphone. Durch das Kopieren der Konfigurationsdatei vom Computer auf das Smartphone und der tagesaktuelken Updates der Kurse hat man immer den aktuellen Stand des Portfolios zur Hand. Prima!

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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Still bugged. Lack of support.

There are still some bugs to fix. The community seems dead, open issues have been unanswered for months and months with no feedback.

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

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

Semplificate

Perfavore cercate di semplificare l'utilizzo della app mobile. Sarebbe bello poter fare tutto da smartphone in modo più semplice

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.
Show more

La mejor app

La mejor para hacer seguimiento de todo tu patrimonio de forma privada.

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 Request: widget for seeing the performance difference between IRR and TTWROR (a) so one can easily track how their active trading out/underperforms the base securities’ performance.
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 maintain with the latest transactions and trades, but it’s way more powerful than the alternatives. Highly recommended

Feature Request: widget for seeing the performance difference between IRR and TTWROR (a) so one can easily track how their active trading out/underperforms the base securities’ performance.
Show more

Leider nur am PC möglich

Würde mir die App runterladen, wenn man auch am Handy die Käufe bearbeiten könnte, habe nämlich keinen Laptop mehr.

La mejor app

La mejor app de control de cartera, es increíble

Best for cross account performance tracking & analysis

I’ve tried a lot of apps, and this is the best app for tracking performance of assets held across multiple accounts. While it takes some effort to keep it updated with the latest transactions and trades, it’s way more powerful than the alternatives. Highly recommended!

Feature Requests:
1) widget for seeing the performance difference between IRR and TTWROR.pa so one can easily track how their active trading performs relative to the base securities’ performance.

2) Fidelity & Vanguard statement importing on desktop.

3) a widget for tracking total realized gains by security
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Viel zu teuer

Finde Apps als Abo ohnehin schon extrem unangenehm, aber wäre hier bereit drei bis fünf Euro im Jahr zu zahlen. Aber 30 Euro für eine App, die seit Beginn FOSS auf dem Computer angeboten wird? Nein danke

Eine tolle App

Genau das, was mir gefehlt hat. Die Desktop Version ist unschlagbar, leider konnte man unterwegs nicht schauen, wie sich das Portfolio entwickelt hat. Die App ist genau für diesen Zweck super gelungen, vielen Dank! Den Abo-Preis finde ich super fair. Einfach perfekt!

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 maintain with the latest transactions and trades, but it’s way more powerful than the alternatives. Highly recommended

Feature Request: widget for seeing the performance difference between IRR and TTWROR (a) so one can easily track how their active trading out/underperforms the base securities’ performance.
Show more