winget install --id buchen.portfolioAbout Portfolio Performance
Track and evaluate the performance of your investment portfolio across stocks, cryptocurrencies, and other assets.
What's new in 0.83.2
- Improvement: Enhanced Trade Republic CSV importer to reconcile cash dividend corrections and book negative tax optimizations as taxes. - Improvement: Improved IBFlex cross-currency dividend import. - Improvement: Enhanced PDF importers for Scalable Capital and Liberty Vorsorge AG. - Improvement: Added a CSV import template for Scalable Capital. - Improvement: Added a tooltip for the FIRE widget. - Fix: Fixed the label background on Windows in the theme preferences page. - Fix: Reverted “Remember and preset the transaction date last entered” due to issues.
Version history
| Version | Updated | Notes |
|---|---|---|
| 0.83.2 | Unknown | - Improvement: Enhanced Trade Republic CSV importer to reconcile cash dividend corrections and book negative tax optimizations as taxes. - Improvement: Improved IBFlex cross-currency dividend import. - Improvement: Enhan... |
| 0.83.1 | Unknown | - New: Import your complete transaction history via Trade Republic’s new CSV interface. |
| 0.83.0 | Unknown | - New: Added Top Contributors dashboard widgets. - New: Allow using different tickers for historical and latest quote feeds. - New: Added Vivid value color scheme. - New: Added backfill tool for ex-dates of existing divi... |
| 0.82.1 | Unknown | - Temporarily reverted the collapsible Statement of Assets page in order to apply fixes before re-releasing. |
| 0.82.0 | Unknown | - New: Added value color scheme for Asia (Red Up / Green Down), configurable in the preferences. - New: Added a collapsible Statement of Assets page. - New: Added an ex-date field for dividends and other security-related... |
| 0.81.5 | Unknown | - New: Added dashboard widget for upcoming dividend events (ex-date and payment date). - New: Added PDF importers for Bundesschatz, Anadi Bank, and Nord LB (Norddeutsche Landesbank). - Improvement: Enhanced PDF importers... |
| 0.81.3 | Unknown | - New: Added PDF importers for Questrade, apoBank, and Volkswagen Bank. - Improvement: Enhanced PDF importers for Scalable Capital, WIR Bank, and Audi Bank. - Improvement: Reduced flickering when refreshing flare and pie... |
| 0.81.2 | Unknown | - Improvement: Improved PDF importers for flatexDEGIRO, Postbank, Deutsche Bank, and DirectaSIM. - Improvement: Interactive Brokers Flex Query (IBFlex) now supports additional date and time formats. - Improvement: Added... |
| 0.81.1 | Unknown | - New: Added unit risk line visualization to the returns/volatility chart. - New: Added a PDF importer for Bank Norwegian. - Improvement: Improved warning messages for transactions that cannot be imported automatically d... |
| 0.81.0 | Unknown | - New: Updated to the Eclipse 2025-12 framework. - New: Added a search filter to the Security Performance view. - New: Added an option to group trades by taxonomy in the Trades view. - New: Added an option for a flat vie... |
| 0.80.4 | Unknown | - New: Added Binance USDS-M Futures as an online price feed. - New: Added an option to disable automatic price downloads in the “Search for suppliers of historical prices” dialog. - Improvement: The generic JSON importer... |
| 0.80.3 | Unknown | - New: Added MEXC Crypto Exchange as an online price feed. - Improvement: Enhanced PDF importers for Merkur Privatbank, Tradegate AG, flatex, Hypothekarbank Lenzburg, Trade Republic, Comdirect, DKB, Deutsche Bank, and Bo... |
| 0.79.1 | Unknown | - Fix: The new configuration for which instrument prices are updated at startup was not applied. |
| 0.79.0 | Unknown | - New: View for the price update status. - New: Configure which instruments should be updated after opening the file and periodically. - New: Menu to update only the prices of currently held securities. - New: Daily perf... |
| 0.78.1 | Unknown | - Fix: Reverted changes to the sorting heuristic if multiple transactions are on the same day – some with, some without time. - Improvement: PDF imports updated for Trade Republic. |
| 0.78.0 | Unknown | - New: The structures of an taxonomy can now be exported and imported via JSON. - Improvement: Moving average can now be selected in the Trades widget. - Improvement: Trades widget can use the security's currency to coun... |
| 0.77.3 | Unknown | - Improvement: Numeric values are copied to the clipboard without special characters such as non-breaking spaces. - Improvement: PDF imports updated for Scalable Capital, Consorsbank, and Flatex. |
| 0.77.2 | Unknown | - New: Support for CoinGecko demo account – allows for a stable rate limit of 30 requests per minute. - New: Hold the Alt key (on macOS: Option) and double-click a cell to copy its content to the clipboard. - New: New co... |
| 0.77.1 | Unknown | - Fix: Resolved an issue where transactions were not shown in the information section of the security list. |
| 0.76.3 | Unknown | - Improvement: PDF importer extended for: Scalable Capital, N26, Ebase, OLB - Improvement: Further optimizations in handling retrieval limits, especially with Coingecko. - Improvement: New log message when prices for sec... |