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Portfolio Performance

Name: Portfolio Performance
Availability: InStock
Rating: 4.62 (300 reviews)

The secure mobile companion for analytical investors. Access your performance metrics, IRR, and custom dashboards with end-to-end encryption and total data sovereignty.

Investment ›

Key Figures

Downloads

56K+

User Rating

4.6/5

Total Ratings

300

Publisher

MSM Mannheimer Software-Manufaktur UG, haftungsbeschrankt

Professional Portfolio Insights Anywhere

The powerful mobile companion for Portfolio Performance desktop users. Securely track, analyze, and optimize your investments with professional-grade tools that respect your privacy.

True Data Sovereignty

Your financial data is encrypted with industry-standard AES256. All calculations are performed locally on your device, ensuring your sensitive history never touches our servers.

Advanced Analytics & IRR

Go beyond basic price tracking. Analyze your True Time-Weighted Rate of Return, Internal Rate of Return (IRR), and custom taxonomies with 29 high-performance dashboard widgets.

The following screenshots and description are sourced directly from the app's official store listing and are the property of the app developer.

App Store

Screenshots

Portfolio Performance - Portfolio Performance app displaying an investment growth chart and a detailed list of ETF assets — Portfolio Performance app displaying an investment growth chart and a detailed list of ETF assets

Portfolio Performance - Mobile dashboard showing portfolio total sum, time-weighted rate of return, performance calculation, and top contributors. — Mobile dashboard showing portfolio total sum, time-weighted rate of return, performance calculation, and top contributors.

Portfolio Performance - Portfolio Performance app screenshot showing Bitcoin asset valuation with price chart and performance metrics — Portfolio Performance app screenshot showing Bitcoin asset valuation with price chart and performance metrics

Portfolio Performance - Portfolio Performance app asset allocation dashboard with donut chart and regional investment breakdown — Portfolio Performance app asset allocation dashboard with donut chart and regional investment breakdown

Portfolio Performance - Portfolio Performance app mobile dashboard with bar charts for annual and monthly earnings — Portfolio Performance app mobile dashboard with bar charts for annual and monthly earnings

Portfolio Performance - Mobile dashboard of the Portfolio Performance app showing investment performance charts and a monthly returns heat map — Mobile dashboard of the Portfolio Performance app showing investment performance charts and a monthly returns heat map

Description

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/