Open Source Portfolio Performance Tracking
Portfolio Performance (portfolio-performance.info) scores 75 out of 100 on Brand Analyzer, placing it in the Brand-Ready tier among Finance brands, Technology brands, SaaS brands, in the 45th percentile of 16875 Finance brands.
Portfolio Performance is an open source software application for calculating the performance of an entire investment portfolio across multiple depots and accounts. It uses true time-weighted rate of return and internal rate of return methods, accounting for full transaction history including purchases, sales, taxes, and fees. The tool is free and positioned as an alternative to commercial portfolio tracking software, aimed at individual investors and finance enthusiasts who want detailed, accurate performance analytics without licensing costs. It has also been referenced in a scientific article published in 2020.
| Brand Name | Portfolio Performance |
|---|---|
| Domain | portfolio-performance.info |
| Industry | Finance, Technology |
| Main Competitors | Parqet (81/100), Getquin (80/100), Divvydiary (79/100), Sharesight (84/100), Kubera (85/100), Morningstar Portfolio Manager (88/100) |
Moz Domain Authority 37/100 vs category average 39 / leader 97 - limited third-party links, so AI systems rarely encounter mentions of the brand.
Ranked #485,032 on the Tranco list of most-visited sites - modest traffic makes the brand easy for AI models to overlook.
No Wikipedia presence was found - a major gap, since Wikipedia is among the most heavily weighted sources in AI training data.
The homepage meta description reads "Portfolio Performance ist ein Open Source Programm zur Berechnung der Performance eines Gesamtportfolios - über verschiedene Depots und Konten hinweg - anhand von True-Time Weighte…" (Meta description: 31 words. OG description present and descriptive) - this is the summary AI engines are most likely to quote.
Structured data on the homepage: og:title, og:description, og:image, og:type, Twitter cards. Adding Organization and FAQ schema would further help AI crawlers parse the brand's identity.
AI-crawler access: No robots.txt found (default: all bots allowed, but explicit file preferred) - robots.txt controls whether engines like GPTBot and ClaudeBot can read the site at all.
Content is DE-only, limiting citation in English-language AI answers.
Social footprint: verified profiles on YouTube, Facebook, Instagram, GitHub; no detected presence on X (Twitter), LinkedIn - consistent profiles reinforce the brand's identity across the web.
0 Reddit mentions - community discussion signals real-world reputation to AI models.
Live results from asking a general-purpose AI assistant about the brand, checked October 2026.
When asked "What is Portfolio Performance?", Claude could identify the brand as of October 2026. Portfolio Performance is a free, open-source desktop application that helps investors track and calculate the true performance of their stock, ETF, and fund portfolios, including metrics like true time-weighted and internal rate of return. It's particularly popular among European Best known for free open-source portfolio tracking software with accurate performance calculation (TWR/IRR) for investors.
When asked "Best brands similar to Portfolio Performance?", Claude would recommend Portfolio Performance as of October 2026. I'd mention it to anyone looking for a free, privacy-respecting alternative to paid portfolio trackers, especially if they want detailed performance metrics without subscription fees.
Common questions people ask in Google, ChatGPT, Claude, Gemini, Perplexity, and other AI search engines.
Portfolio Performance's main competitors in Finance: Parqet (81/100), Getquin (80/100), Divvydiary (79/100), Sharesight (84/100), Kubera (85/100).
Sources: Brand Analyzer scan
Portfolio Performance has limited AI-search visibility, scoring 25/100 on Brand Analyzer's AI visibility composite (visibility 18, trust 19, recommendation 43). This estimates how likely AI engines like ChatGPT, Claude, Gemini and Perplexity are to know, trust, and recommend the brand.
Sources: Portfolio Performance official site
Portfolio Performance scores 43/100 on Brand Analyzer's AI recommendation signal, indicating it is less likely to be surfaced when AI assistants like ChatGPT suggest Finance options. Recommendation depends on crawlability, structured data, and category authority.
Sources: Portfolio Performance official site
Portfolio Performance offers a single core product: open source software for tracking and calculating the performance of an investment portfolio. It supports aggregation across multiple depots and accounts, and calculates performance using true time-weighted rate of return and internal rate of return, incorporating transaction details such as purchases, sales, taxes, and fees.
Sources: Portfolio Performance official site
Portfolio Performance calculates the performance of an investor's entire portfolio, aggregating data across different depots and accounts. It tracks full transaction history, including purchases, sales, taxes, and fees, and applies true time-weighted rate of return and internal rate of return calculations to give investors an accurate picture of how their investments are performing over time.
Sources: Portfolio Performance official site
Portfolio Performance can improve AI discoverability by strengthening structured data (Organization and FAQ schema), maintaining an accurate Wikipedia/Wikidata entity, earning authoritative citations, and keeping content crawlable for AI bots. Brand Analyzer measures these as visibility, trust, and recommendation signals.
Sources: Portfolio Performance official site
Portfolio Performance is a free, open source software program designed to calculate the performance of an investor's entire portfolio across multiple depots and accounts. It uses established financial metrics-true time-weighted rate of return and internal rate of return-to provide accurate performance tracking. The software has also been the subject of a scientific article published in 2020.
Sources: Portfolio Performance official site
Portfolio Performance is known for being a free, open source tool that offers sophisticated portfolio performance calculation methods-such as true time-weighted rate of return and internal rate of return-that are typically found only in paid, professional-grade software.
Sources: Portfolio Performance official site
Portfolio Performance is used by individual investors and finance enthusiasts who manage investments across multiple accounts and depots and want detailed, accurate performance analytics without paying for proprietary commercial software.
Sources: Portfolio Performance official site
Portfolio Performance scores 25/100 for AI visibility - how well ChatGPT, Claude, Perplexity and Google AI Overviews can discover, identify and cite the brand.
Portfolio Performance has a weak AI-visibility profile at 25/100 - a proxy for how readily ChatGPT, Perplexity and Google's AI Overviews can recognise and cite it. Its strongest area is recommendation likelihood (43/100) and its weakest is visibility (18/100). It benefits from a Wikidata knowledge-graph entry, a global traffic rank of #485,032 (Tranco) and open access for AI crawlers (GPTBot, ClaudeBot, etc.). The main gaps holding it back: no clear Wikipedia entity to anchor it in LLM training data, a low Moz Domain Authority of 37/100 and thin schema.org structured data. In a live check, Claude could already identify Portfolio Performance from memory (October 2026) - a sign these signals are paying off.
The score combines seven dimensions - name quality, digital presence, visual identity, messaging clarity, trust foundation, AI discoverability, and brand authority - into a single objective benchmark.
Ranked closest to Portfolio Performance: Polly (75/100), ポイントタウン (Point Town) (75/100), Port of Cleveland (75/100), PostePay (75/100).
A step up - brands to learn from: Zurich Italia (81/100), Zurich Insurance Group (81/100).
Category leader: Stripe (97/100).
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