// the find
portfolio-performance/portfolio
Track and evaluate the performance of your investment portfolio across stocks, cryptocurrencies, and other assets.
Portfolio Performance is a desktop application (Eclipse RCP/SWT) for tracking investment portfolios — stocks, crypto, bonds, whatever. It handles transaction import from dozens of brokers via PDF parsing, calculates IRR and time-weighted returns correctly, and stores everything locally in an encrypted file. Aimed at individual investors who want serious performance math without handing their data to a web service.
The financial calculations are genuinely correct — IRR, FIFO capital gains across portfolio transfers, currency gains — and there are regression tests for specific reported issues, which is exactly the right way to maintain correctness in this kind of software. The PDF import coverage is remarkable: hundreds of broker-specific extractors, each with test fixtures, covering European brokers that no other tool touches. The data model is local-first with optional AES encryption, which is the right call for financial data. Active development with a recent commit and a real community forum suggests this isn't abandonware.
Eclipse RCP in 2026 is a serious drag — the development setup requires Eclipse IDE specifically, the SWT dependency means platform-specific binaries, and the build system is OSGi/Tycho which has a steep learning curve compared to plain Maven. There's no web or mobile interface; it's desktop-only, which is a dealbreaker for anyone who wants to check their portfolio from a phone. The PDF extraction approach is inherently brittle — broker statement formats change without notice and you're basically maintaining a regex/coordinate-matching corpus that will silently break. Contributing a new broker extractor means parsing PDFs by hand and writing coordinate-matching rules, which is genuinely painful work.