Portfolio Performance

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/

This version fixes a small issue when updating historical prices from the navigation bar menu.

Happy investment tracking!