Portfolio Performance 0.89.0

Portfolio Performance 0.89.0 is a free, open-source investment portfolio tracking application that helps users monitor investments, analyze returns, and manage financial transactions. It supports stocks, ETFs, funds, cryptocurrencies, cash accounts, and other investment assets.

Latest Version: 0.89.0
Release Date: October 11, 2026
Platform: Windows, macOS, and Linux
Developer: Portfolio Performance Project
Installer: Portfolio Performance 0.89.0 installer
License: Free and open source

Download Portfolio Performance 0.89.0

Download Portfolio Performance to track your investments, review portfolio performance, record transactions, and analyze asset allocation from one application.

Download: [Portfolio Performance Download] For Pro Version Visit Telegram channel (DPVMonster Tools)

Latest Version

• Version: 0.89.0
• Release Date: October 11, 2026
• Supported Platforms: Windows, macOS, Linux
• Main Purpose: Investment tracking and portfolio analysis

What Is Portfolio Performance?

Portfolio Performance is a personal finance tool designed for investors who want a detailed overview of their holdings and investment returns. It lets users record purchases, sales, dividends, taxes, fees, and other transactions to maintain an investment history.

The software calculates performance indicators, displays portfolio charts, and helps users understand how their investments are performing over time. Financial data can also be exported for further analysis.

What Can Portfolio Performance Do?

• Portfolio Tracking: Monitor holdings and the overall value of your investments.
• Performance Analysis: Calculate investment returns using different performance indicators.
• Transaction Management: Record purchases, sales, dividends, taxes, and fees.
• Asset Allocation: Organize investments by asset class and create allocation targets.
• Historical Price Data: Import and retrieve supported historical market prices.
• Charts and Dashboards: Visualize portfolio values, returns, and asset distribution.
• Data Import and Export: Import supported financial documents and CSV data, and export information in formats such as CSV and JSON.
• Multi-Currency Support: Track investments and cash accounts in different currencies.

What’s New in Version 0.89.0?

Portfolio Performance 0.89.0, released on October 11, 2026, introduces improvements to portfolio management and financial-data importing.

Key updates include:

• Experimental AI Assistant Integration: An optional MCP endpoint allows compatible AI assistants to access and modify supported portfolio data. This feature is disabled by default.
• Separate Portfolio Windows: Open a copy of a portfolio view in a separate window.
• Account Attributes: Display account attributes as columns in portfolio and classification views.
• Additional PDF Importers: Added support for bank99, Charles Schwab, E*TRADE, Robinhood, and Volksbank Wien.
• Improved Importers: Updated support for multiple banks and brokers to improve transaction-data importing.

How to Install Portfolio Performance

1. Visit the official Portfolio Performance download page.
2. Select the package for your operating system.
3. Download the installer or supported archive.
4. Run the installer and follow the setup instructions, if applicable.
5. Launch Portfolio Performance.
6. Create a new portfolio or open an existing portfolio file.
7. Enter your transactions or import supported financial data.
8. Configure your dashboard and review your investment performance.

Important: Keep a secure backup of your portfolio file. If you enable experimental AI integration, review the settings and understand what portfolio information the connected assistant can access or modify.

System Requirements

Requirement	Details
Windows	64-bit Windows 10 or newer
macOS	macOS Big Sur 11 or newer
Linux	Supported 64-bit Linux distributions and packages
Internet	Useful for supported price updates and data imports
Storage	Sufficient space for the application and portfolio files

Requirements can vary by package and operating system. Check the official download page for the appropriate build.

Why Use Portfolio Performance?

Portfolio Performance is useful for investors who want a detailed, consolidated view of their investments without paying for a portfolio-tracking subscription. Its transaction records, performance calculations, charts, and flexible asset classifications make it suitable for long-term investment analysis.

It is a tracking and analysis tool, not a guarantee of investment returns or a substitute for professional financial advice.

Conclusion

Portfolio Performance 0.89.0 provides a comprehensive way to track investments, record transactions, and analyze portfolio returns. The latest release adds an experimental AI integration, separate portfolio windows, and improved financial-data importers.

Download it from the official website to get the correct package for your operating system.

FAQs

1. What is the latest version of Portfolio Performance?

Version 0.89.0, released October 11, 2026.

2. Is Portfolio Performance free?

Yes. It is free and open-source software.

3. Which operating systems does it support?

Windows, macOS, and Linux.

4. Can I track stocks and ETFs?

Yes. You can record transactions and analyze the performance of supported investments, including stocks and ETFs.

5. Can I import transactions from my bank or broker?

Yes. It supports various financial-data importers, including supported PDF and CSV formats. Compatibility depends on the institution and document format.

6. Does Portfolio Performance connect to AI assistants?

Version 0.89.0 introduces an experimental MCP endpoint for compatible AI assistants. It is disabled by default and can access or modify supported portfolio data when enabled.