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Portfolio Performance
Track your investments
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What’s New Version 1.13.0
This update lets grouped accounts carry an ownership percentage, so a jointly held account or portfolio can be split by member. You can now also edit the titles of your dashboard widgets, and opening a page from a widget carries over its reporting period so the detail view matches what the widget shows. It also aligns historical price extraction from web pages more closely with the desktop application.
Happy investment tracking!
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/
In-App Purchases US pricing
Premium Subscription
(Yearly) · Yearly 14-day free trial$25.00
(Monthly) · Monthly 7-day free trial$3.00
Capabilities
In-App Purchases
Accessibility
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Version history 25 versions
Build 887988975v1.13.02026-07-09 04:21:26
This update lets grouped accounts carry an ownership percentage, so a jointly held account or portfolio can be split by member. You can now also edit the titles of your dashboard widgets, and opening a page from a widget carries over its reporting period so the detail view matches what the widget shows. It also aligns historical price extraction from web pages more closely with the desktop application.
Happy investment tracking!
Build 886813717v1.12.12026-06-11 19:43:24
This version fixes an issue where long-pressing a dashboard widget to expand it interfered with reordering widgets while editing the dashboard.
The 1.12 release also brought four desktop dashboard widgets to mobile — FIRE, all-time high, current drawdown, and average holding period — plus collapsible section headers to organize your dashboard.
Happy investment tracking!
Build 886464047v1.12.02026-06-04 04:08:38
This update brings four dashboard widgets from the desktop application to mobile: FIRE for estimating time to financial independence, all-time high, current drawdown, and trades average holding period. You can now also organize your dashboard with collapsible section headers. It also migrates the Eurostat HICP feed to the new dataset and correctly attributes standalone fee and tax transactions to their security in the performance breakdown.
Happy investment tracking!
Build 882491464v1.11.12026-02-16 00:54:01
This version fixes a small issue when updating historical prices from the navigation bar menu.
Happy investment tracking!
Build 880605020v1.11.02026-02-07 07:42:00
With this update, your last file is automatically reopened. It also adds support for the Alpha Vantage price feed using an API token. Additionally, it includes several fixes and minor improvements to enhance overall stability and usability.
Happy investment tracking!
Build 879999075v1.10.02025-11-23 07:02:38
This update adds optional logarithmic historical price charts, a configurable app lock timeout, improved date formatting based on your device settings, and a reorganized settings page for easier navigation.
Happy investment tracking!
Build 879603014v1.9.12025-11-10 19:57:02
Added a new dashboard widget to show the top and bottom performers by return.
Build 876725471v1.9.02025-10-14 19:07:00
This update improves performance and stability, enhances historical price downloads, and fixes an issue with exchange rates from the ECB.
Happy investment tracking!
Build 876148592v1.8.42025-07-08 15:52:11
This is a maintenance release that further improves the download of historical prices from the built-in price provider.
Happy investment tracking!
Build 874906638v1.8.32025-05-20 09:19:01
Improved handling of request limits and caching for the integrated quote provider.
Build 874509609v1.8.22025-05-05 05:39:23
This is a maintenance release that improves the diagnostics shown when price downloads fail.
Happy investment tracking!
Build 874230814v1.8.02025-04-27 04:43:20
This is a maintenance release that addresses an issue with trade assignment occurring during multiple portfolio transfers of a single position.
Happy investment tracking!
Build 873065129v1.7.12025-03-08 05:39:30
Minor bug fixes
Build 872038375v1.7.02025-01-27 20:08:50
This version of the mobile app is adding more features of the desktop app: The statement of assets chart now includes the derived data series, e.g., dividends, invested capital by classifications, accounts, or filters. We’ve added support for desktop color schemes, including an orange-blue option for red-green color blindness, along with ratio and derived data widgets for the dashboard. Additionally, you can now double-tap to expand or collapse all groups in the asset view.
Happy investment tracking!
Build 871359742v1.6.12024-12-24 14:03:58
This version fixes a small problem. And: Discover the '2024 Year in Review' to analyze your portfolio's performance over the past year. A new widget lets you compare yearly performance (Performance -> Performance per year), and some widgets now reveal extra details, like chart legends, when long-pressed.
Happy investment tracking!
Build 871245602v1.6.02024-12-20 06:09:21
Discover the '2024 Year in Review' to analyze your portfolio's performance over the past year. A new widget lets you compare yearly performance (Performance -> Performance per year), and some widgets now reveal extra details, like chart legends, when long-pressed.
Happy investment tracking!
Build 870479057v1.5.02024-11-17 17:04:23
This update introduces the Simple Moving Averages (SMA) overlay, allowing you to visualize SMA indicators directly on historical price charts for enhanced trend analysis. We've also upgraded the dashboard with new widgets, including 'Distance from All-Time High', 'Maximum Drawdown', and 'Maximum Drawdown Duration', providing deeper insights into your risk.
Happy investment tracking!
Build 869836086v1.4.12024-10-20 05:32:36
This version enhances the handling of instruments traded in foreign currencies: it shows the FIFO purchase line, performance, and profit/loss also in foreign currency.
The 1.4 release includes the following new features:
The app fetches latest prices from Yahoo Finance as well as from JSON and HTML sources, unless they are already being used for historical data. There's also a new watchlist layout with sparklines and sorting options to help you keep a better eye on your investments.
Happy investment tracking!
Build 869545419v1.4.02024-10-08 08:34:03
With this update, the app fetches latest prices from Yahoo Finance as well as from JSON and HTML sources, unless they are already being used for historical data. There's also a new watchlist layout with sparklines and sorting options to help you keep a better eye on your investments.
Happy investment tracking!
Build 869010712v1.3.12024-09-15 05:06:52
This version fixes an issue where the FIFO value was not displayed in the currency of the instrument.
The 1.3 release includes the following new features:
Take control of the bottom navigation bar: add any view, such as dashboards, charts, or performance calculations, to have information at your fingertips.
Additionally, you can create custom asset and performance charts with arbitrary data series, just like you're used to on the desktop application. This feature requires a premium subscription.
Happy investment tracking!
Build 868622101v1.3.02024-09-05 16:13:07
With this version, you can take control of the bottom navigation bar: add any view, such as dashboards, charts, or performance calculations, to have information at your fingertips.
Additionally, you can create custom asset and performance charts with arbitrary data series, just like you're used to on the desktop application. This feature requires a premium subscription.
Along with these features, there are several improvements and bug fixes. Happy investment tracking!
Build 866785226v1.2.42024-06-18 19:36:03
This version fixes an issue with slow computations in foreign currency due to incomplete caching of required conversion series.
The 1.2 release includes the following new features:
* Open files directly from OneDrive, Dropbox, Google Drive, and WebDAV.
* Lock your portfolio file when leaving the app.
* New layout in the asset statement showing today's and total performance.
Build 866415461v1.2.32024-06-04 05:22:47
This version fixes an issue where the reporting periods "current quarter" and "previous quarter" were not using the correct period.
The 1.2 release includes the following new features:
* Open files directly from OneDrive, Dropbox, Google Drive, and WebDAV.
* Lock your portfolio file when leaving the app.
* New layout in the asset statement showing today's and total performance.
Build 866392030v1.2.22024-06-03 15:54:16
This version fixes an issue where the existing configuration, like the mobile dashboard, wasn't reused when reopening the same file.
The 1.2 release includes the following new features:
* Open files directly from OneDrive, Dropbox, Google Drive, and WebDAV.
* Lock your portfolio file when leaving the app.
* New layout in the asset statement showing today's and total performance.
Build 866173511v1.2.12024-05-24 05:41:29
Small bug fix. The 1.2 release includes the following new features:
* Open files directly from OneDrive, Dropbox, Google Drive, and WebDAV.
* Lock your portfolio file when leaving the app.
* New layout in the asset statement showing today's and total performance.
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Availability 1 of 1 storefronts
| Region | Language | Price | Ratings | Avg | Version |
|---|---|---|---|---|---|
| US | en-US | Free | 3 | 5.0 | 1.13.0 |
Change log 29 changes · US
✎
releaseNotes updated
This update lets grouped accounts carry an ownership percentage, so a jointly held account or portfolio can be split by member. You can now also edit the titles
✎
description updated
Track your investments. Confidentially. Portfolio Performance is the mobile companion for users of the popular free and open-source Portfolio Performance deskto
✎
subtitle updated
Track your investments
✎
name updated
Portfolio Performance
◆
Version 1.13.0 released
This update lets grouped accounts carry an ownership percentage, so a jointly held account or portfolio can be split by member. You can now also edit the titles of your dashboard widgets, and opening a page from a widget carries over its re
◆
Version 1.12.1 released
This version fixes an issue where long-pressing a dashboard widget to expand it interfered with reordering widgets while editing the dashboard.
The 1.12 release also brought four desktop dashboard widgets to mobile — FIRE, all-time high, c
◆
Version 1.12.0 released
This update brings four dashboard widgets from the desktop application to mobile: FIRE for estimating time to financial independence, all-time high, current drawdown, and trades average holding period. You can now also organize your dashboa
◆
Version 1.11.1 released
This version fixes a small issue when updating historical prices from the navigation bar menu.
Happy investment tracking!
◆
Version 1.11.0 released
With this update, your last file is automatically reopened. It also adds support for the Alpha Vantage price feed using an API token. Additionally, it includes several fixes and minor improvements to enhance overall stability and usability.
◆
Version 1.10.0 released
This update adds optional logarithmic historical price charts, a configurable app lock timeout, improved date formatting based on your device settings, and a reorganized settings page for easier navigation.
Happy investment tracking!
◆
Version 1.9.1 released
Added a new dashboard widget to show the top and bottom performers by return.
◆
Version 1.9.0 released
This update improves performance and stability, enhances historical price downloads, and fixes an issue with exchange rates from the ECB.
Happy investment tracking!
◆
Version 1.8.4 released
This is a maintenance release that further improves the download of historical prices from the built-in price provider.
Happy investment tracking!
◆
Version 1.8.3 released
Improved handling of request limits and caching for the integrated quote provider.
◆
Version 1.8.2 released
This is a maintenance release that improves the diagnostics shown when price downloads fail.
Happy investment tracking!
◆
Version 1.8.0 released
This is a maintenance release that addresses an issue with trade assignment occurring during multiple portfolio transfers of a single position.
Happy investment tracking!
◆
Version 1.7.1 released
Minor bug fixes
◆
Version 1.7.0 released
This version of the mobile app is adding more features of the desktop app: The statement of assets chart now includes the derived data series, e.g., dividends, invested capital by classifications, accounts, or filters. We’ve added support f
◆
Version 1.6.1 released
This version fixes a small problem. And: Discover the '2024 Year in Review' to analyze your portfolio's performance over the past year. A new widget lets you compare yearly performance (Performance -> Performance per year), and some widgets
◆
Version 1.6.0 released
Discover the '2024 Year in Review' to analyze your portfolio's performance over the past year. A new widget lets you compare yearly performance (Performance -> Performance per year), and some widgets now reveal extra details, like chart leg
◆
Version 1.5.0 released
This update introduces the Simple Moving Averages (SMA) overlay, allowing you to visualize SMA indicators directly on historical price charts for enhanced trend analysis. We've also upgraded the dashboard with new widgets, including 'Distan
◆
Version 1.4.1 released
This version enhances the handling of instruments traded in foreign currencies: it shows the FIFO purchase line, performance, and profit/loss also in foreign currency.
The 1.4 release includes the following new features:
The app fetches l
◆
Version 1.4.0 released
With this update, the app fetches latest prices from Yahoo Finance as well as from JSON and HTML sources, unless they are already being used for historical data. There's also a new watchlist layout with sparklines and sorting options to hel
◆
Version 1.3.1 released
This version fixes an issue where the FIFO value was not displayed in the currency of the instrument.
The 1.3 release includes the following new features:
Take control of the bottom navigation bar: add any view, such as dashboards, charts
◆
Version 1.3.0 released
With this version, you can take control of the bottom navigation bar: add any view, such as dashboards, charts, or performance calculations, to have information at your fingertips.
Additionally, you can create custom asset and performance
◆
Version 1.2.4 released
This version fixes an issue with slow computations in foreign currency due to incomplete caching of required conversion series.
The 1.2 release includes the following new features:
* Open files directly from OneDrive, Dropbox, Google Driv
◆
Version 1.2.3 released
This version fixes an issue where the reporting periods "current quarter" and "previous quarter" were not using the correct period.
The 1.2 release includes the following new features:
* Open files directly from OneDrive, Dropbox, Google
◆
Version 1.2.2 released
This version fixes an issue where the existing configuration, like the mobile dashboard, wasn't reused when reopening the same file.
The 1.2 release includes the following new features:
* Open files directly from OneDrive, Dropbox, Google
◆
Version 1.2.1 released
Small bug fix. The 1.2 release includes the following new features:
* Open files directly from OneDrive, Dropbox, Google Drive, and WebDAV.
* Lock your portfolio file when leaving the app.
* New layout in the asset statement showing today'