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 0.86.1
* New: PDF and CSV import remember the last used directory per account. * New: Added a PDF importer for Thurgauer Kantonalbank. * Improvement: Enhanced PDF importers for DADAT, Sunrise, St.Galler Kantonalbank, comdirect, S Broker, Union Investment, Findependent AG, UmweltBank, and DekaBank. * Improvement: The right-click menu on a table header now also lists the show/hide column actions. * Improvement: The attributes page of the edit security dialog can be scrolled. * Fix: FIFO capital gains now use the exchange rate recorded on the transaction, matching the moving average and cost calculations. * Fix: Corrected a regression in the calculation of shares held.
Version history
| Version | Updated | Notes |
|---|---|---|
| 0.86.1 | Unknown | * New: PDF and CSV import remember the last used directory per account. * New: Added a PDF importer for Thurgauer Kantonalbank. * Improvement: Enhanced PDF importers for DADAT, Sunrise, St.Galler Kantonalbank, comdirect,... |
| 0.86.0 | Unknown | * New: Rebalancing view now lets you enter an additional amount to invest or withdraw, so it can tell you how to allocate an upcoming cash flow. * New: Import and export custom security attributes via CSV. * New: Added a... |
| 0.85.0 | Unknown | * New: Grouped accounts can now carry an ownership percentage, so a jointly held account or portfolio can be split by member. * New: Added Move left/right actions to reorder dashboard views and columns. * New: For unreco... |
| 0.84.2 | Unknown | - New: Added the Borsa İstanbul trade calendar with Hijri date support. - Improvement: Enhanced PDF importers for BNP Paribas, Bondora Capital, Boursorama, Credit Suisse, DAB Bank, DADAT, Debitum Investments, ING, Trade... |
| 0.84.1 | Unknown | - Fix: macOS: Fixed a rare issue that could cause Portfolio Performance to become unresponsive while editing table entries. |
| 0.84.0 | Unknown | - New: Added Finnish translation. - New: Added a collapsible section widget for the dashboard. - Improvement: Added ex-dividend date support to the PDF importers for Baaderbank, Banco Bilbao, Bank SLM, and apoBank. - Imp... |
| 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... |