☀ New & Noteworthy

Version 0.58.0 / 29 May 2022

New: Update of the Eclipse Framework to version 2022-03 and current Java 11 Runtime

This release updates the Eclipse Framework to version 2022-03. This can lead to PP not starting directly the first time. Whenever the online updater updates itself, it can wobble. If there are problems, try restarting PP again. If that does not help, then re-download.

If you use Windows, then it can make sense to use the Windows installer for PP. It sets the permissions on the directory so that the online update should work in the future (i.e. do not run “as administrator” anymore).

New: Rename columns by right clicking on the column header

With this version you can - do I hear a “finally”? - customize the column names. This is especially interesting if the normal name is much longer than the column width. The whole thing works by right clicking in the column header.

Bildschirmfoto 2022-05-29 um 21.25.27

New: Column for distance from moving average (SMA)

The new Distance from Moving Average column shows the percentage distance of the current price from the moving average. This could be displayed visually in the price chart before, now there is the simple possibility as a column.

Bildschirmfoto 2022-05-29 um 21.26.53

New: More options to create backup files in other directories

All your data within Portfolio Performance is local to you. There is nothing on any server. This also means that you have to take care of the backups yourself. PP always writes two backup files. With the new options you can also put them into a different directory: either you choose a directory, or a directory relative to the current file is always chosen.

Bildschirmfoto 2022-05-29 um 21.27.31

Experimental: new binary file format to load and open a file faster

Some of you may have already noticed the option under “Save as…”: there is a new binary file format for Portfolio Performance. With this, especially large files are loaded much faster.

The video compares a 60 MB XML file with the same data in the new file format. As you can see, the file on the right loads significantly faster than the file on the left.

I myself have been using the new file format for my own file for a few months now. That’s why I’m pretty sure it’s stable.

Internally we still work with the same file format. That’s why you can still create the XML file via “File → Export → Portfolio Performance XML”.

Various other improvements

  • Improvement: correction of the trading calendars of Vienna, Frankfurt, NYSE
  • Enhancement: input of amounts supports also a dot (.) as decimal separator if it is the only separator in the input
  • Improvement: securities events can be displayed in the securities performance as well
  • Improvement: Optimization of price downloads from Portfolio Report
  • Improvement of PDF importers: Baader Bank, UBS, DAB, FlatEx, Trade Republic, Comdirect, Degiro, OnVista

Version 0.58.1 / 30 May 2022

And one more fix :nerd_face:

  • Fix: Fixes an issue when restoring the sort order in tables which resulted in unsorted tables

Version 0.58.2 / 30 May 2022

Good thing that I planned a day off today… :wink:

  • Fix: Fixes a problem that prevented the data file from being opened when the exchange rates were incorrect
  • Fix: Fixed a problem that the correct column name was not edited when the table was scrolled horizontally (on Windows)
  • Improvement of the PDF Importer: Baader Bank, DeGiro (Dutch), S.Broker, Comdirect

Version 0.58.3 / 31 May 2022

  • Fix: Fixes another problem with checking exchange rates while opening the file: very small amounts can have larger percentage rounding differences if already the smallest currency unit is used (e.g. cents)

Version 0.58.4 / 4 June 2022

The gist: the search for securities works again

  • Fix: Fixes a problem when searching for securities on Yahoo Finance
  • Improvement of PDF importers: Comdirect, Wir Bank, MLP Banking
  • Improvement: Finnhub quote provider uses updated Finnhub API

Version 0.58.5 / 19 June 2022

New: Discreet Mode hides valuation

With the discreet mode absolute amounts in the table and diagrams are hidden. This makes it easier to post a screenshot with a problem in the forum. Or to exchange information about the asset allocation without directly sharing the total value of the portfolio.

The mode can be activated via the menu Display → Options. Or via Ctrl-G / Cmd-G (G like “Go”) with which you can also quickly jump between views.

Other Improvements

  • Improvement: Search for securities also searches on Finnhub.io (if API key is configured in preferences)
  • Improvement of PDF importers: Comdirect, Baader Bank, DKB, VR-Bank

Other bug fixes

  • Fix: Fixes the error message ‘assertion failed. label provider instance already in use’.
  • Fix: Exchange rate from German Mark to EUR corrected to 1.95583 to 5 decimal places
  • Fix: Fixes a problem with too short connect and response timeouts when loading historical prices
  • Fix: Fixes a problem with the formatting of exchange rates with certain country settings

Version 0.59.0 / 17 July 2022

This update includes the necessary updates to the PDF Importer and various bug fixes. In addition @dev-investor has built two small features - many thanks.

New: Widget for trading activity can now also group by years

More features to get an overview of trading activity:

You can select the diagram type in the context menu:

New: Widget to capture notes on the dashboard.

Capture simple notes on the dashboard:

The widget is added via the context menu:


  • Improvement: Search for securities uses Finnhub and EOB Historical Data (if an API key is configured)
  • Improvement of PDF importers: DeGiro, Consorsbank, Trade Republic, OnVista, Postfinance, WIR Bank, Flatex
  • Fix: Fixes a problem where links from the table were no longer opened in the browser
  • Fix: Widget for trading activity shows numbers despite enabled discrete mode
  • Fix: Fixes a problem where the label in the trading activity widget was not updated immediately

Version 0.59.1 / 22 August 2022

A “Summer Edition” - not as hot as August itself. Many thanks to @dev-investor who contributed some new feature :clap:

Distance to All Time High (ATH) as a column and dashboard widget.

Both on the dashboard and in the asset statement you can view the distance to the All Time High (ATH) of a security. By selecting a time period you can customize the analysis to your needs: ATH since the Corona crisis, etc.

Bildschirmfoto 2022-08-22 um 18.33.06

‘Fees’ and ‘Accumulated fees’ as data series in the statement of assets and liabilities.

You can add the two new data series “Fees” and “Fees (Accumulated)” to the chart in the Statement of Assets.

Bildschirmfoto 2022-08-22 um 18.33.30

Browser Dashboard widget - embed any web page

With this widget you can embed a web page on the Dashboard. The feature is experimental for now - let’s see what ideas you come up with. Browser support depends on the operating system. Especially under Linux (unfortunately) problems are reported again and again, but the underlying SWT framework has to solve them.

Bildschirmfoto 2022-08-22 um 18.34.14

Widget with the current price of a security

The widget displays the current price of a security:

Bildschirmfoto 2022-08-22 um 18.34.37

Various improvements and bug fixes

  • Improvement: Option to show or hide the Y axis in charts on the dashboard
  • Improvement of PDF importers: Baader Bank, Tiger Brokers, Hellobank, Consorsbank, UBS, Ebase, Easybank, DeGiro
  • Fix: time grid in the area chart of classifications fixed

Translated with DeepL Translate: The world's most accurate translator (free version)

Version 0.59.2 / 8 October 2022

This update mainly includes the updated PDF Importer. Thanks to @Nirus et al. :clap:

  • New: Translation to Slovak
  • Improvement: New setting: Always show currency (= do not omit currency for report currency)
  • Improvement: Expand/collapse all entries of the assets statement via menu
  • Improvement of PDF importers: DKB, Erste Bank, Selfwealth Limited, Degiro, DZ Bank, DAB, S Broker, Wir Bank, Open Bank SA, Postbank, Quirin, Banque Pictet & Cie, Hargreaves Landsdown, Flatex, Baader Bank
1 Like

Version 0.59.3 / 6 November 2022

For most people this is a normal update - the PDF importers are updated.

Currently there is a problem when updating to macOS Ventura on an Intel machines. Then the default pie charts do not work anymore because the embedded browser crashes. With this version the SWTChart pie charts are used as a fallback. They don’t look so pretty, but at least they work.

  • Fix: SWTChart pie charts on macOS Ventura on Intel as default
  • New: Yuh PDF Importer
  • Improvement of PDF Importers: Open Bank SA, ING DiBa, Tiger Brokers, Postbank,

Version 0.59.4 / 20 November 2022

Pie charts under macOS Ventura (Intel) still do not work. The problem seems to be the embedded browser. I am watching the error message on WebKit. With this version, the label placement inside the pie chart is improved (for the SWTChart library)

New: Dashboard widget ‘Ratio’.

The new widget by RomanLangrehr allows you to put two assets or classifications in ratio. In the example here, the securities classified as “equity” to the total portfolio.

Bildschirm­foto 2022-11-20 um 18.07.14

Various improvements and bug fixes

  • Improvement: pie chart labeling improved (SWTChart library - alternative on Linux/macOS Ventura Intel)
  • Improvement: Update of Eurostat URL for inflation data
  • Improvement: ‘+’ next to the max drawdown if the period continues
  • Improvement of PDF importers: DKB, ING, FlatEx, Easybank, DADAT

Version 0.59.5 / 4 December 2022

New: Portfolio Performance in Polish :poland:

With this update, Portfolio Performance is also translated to Polish. Many thanks to Marcin Wichtowski and Arkadiusz Wojtowicz for this.

When I add new texts or captions, I use DeepL to generate the translations. The artificial intelligence is already pretty good, but every now and then wrong translations slip through. I appreciate any corrections - either on report github (or correct it yourself directly :wink:) or on POEditor maintain the translation or also by email to portfolio dot performance dot help at gmail dot com.

New: Simplified creation of cryptocurrencies

With some restrictions, you can also manage your cryptocurrencies in PP. In principle, you create a security that is supplied with the prices of the cryptocurrency. This also explains one of the limitations: you can track the value, but you can’t use it like a currency and exchange between cryptocurrencies or receive payments.

Further improvements and bug fixes

  • Further optimization on pie charts (SWTChart library).
  • CoinGecko provider considered rate limit
  • Improvement of PDF importers: Postbank, Weberbank, 1822 Direkt, Raifeisenbank, VividMoney, Baader Bank, DKB, Degiro
1 Like

Version 0.60.0 / 18 December 2022

New: Pie charts on the dashboard (holdings, taxonomies)

With this version you can add pie charts to the dashboard. There are the holdings or a taxonomy (for example, the investment categories or your rebalancing classification).

To the pie chart, right click at the bottom of the empty area of a column and New WidgetStatement of AssetsStatement of Assets - Holdings or Taxonomies.

Other improvements and bug fixes

  • Improvement: trading calendar updated (LSE, NYSE, SIX/SWX) - thanks to @chirlu!
  • Improvement: View trading calendar for for any years in settings.
  • Improvement: Display of ‘p.a.’ (per annum) on the dashboard via the settings possible
  • Improvement of PDF importers: ING DiBa, Baaderbank, OnVista, TradeRepublic, DADAT Bankenhaus, KBC Group NV, Postbank, DAB, Degiro, Consorsbank, Easybank, DKB - Thanks to @Nirus!
  • Fix: Fixes a problem where different data series with identical names were not displayed
  • Fix: Fixes a problem when importing multiple PDF files sorted by date
  • Fix: Fixes several minor problems with the SWTChart pie charts (proportions below 1 degree, colors of the pie pieces)
1 Like

Version 0.60.1 / 29 December 2022

I wish everyone a happy new year. This version contains mainly bug fixes that have accumulated. I hope there is a bug that annoyed you :wink:

  • Improvement: Direct navigation from Dashboard diagram to the underlying view
  • Improvement of PDF Importer: MLP Bank
  • Fix: Fixes a problem where the heatmaps with monthly returns or investments were not recalculated after a change of the reporting currency
  • Fix: Fixes a problem where the tooltip in the pie chart did not show the classification if the security was split between multiple classifications
  • Fix: fixes a problem where notes on an account were not displayed when the statement of assets was filtered
  • Fix: fixes a problem with the sorting of names containing special characters or umlauts
  • Fix: Fixes a problem when totaling payments per quarter or per year when the option “only one year” was selected in the monthly view
  • Fix: fixes a problem when a filter is selected for the donut chart of classifications on the dashboard
  • Fix: Fixes a problem when calculating the internal rate of return if the period contains very long (> 10 years) “blank spaces”

Version 0.60.2 / 11 January 2023

A couple more small bug fixes…

  • Improvement of PDF importers: Simpel S.A., 1822 Direkt, Easybank AG, Baader Bank, Yuh, Degiro, Wealthsimple, Bondora
  • New: Trading calendar of the Brazilian stock exchange
  • Fix: Fixes a problem with the calculation of the IRR if there is no valuation or transaction in the given reporting period
  • Fix: Fixes a problem with CSV export of chart data: instead of the security name an internal GUID was displayed

Version 0.61.0 / 5 February 2023

This update updates PP to Java 17 and Eclipse 2022-12. The online update may take longer. If you have problems with the permissions in the file system under Windows, I recommend you to reinstall PP with the Windows Installer.

New: Chinese translation

Many thanks to Jiahao Li for the translation. Currently there are over 2200 terms to translate - and more are added all the time.

New: Filter under “All transactions”

Looking for a specific transaction? There are now more detailed filters under “All bookings”. Many thanks to @RomanLangrehr for the enhancement.

And other improvements

  • Improved PDF importers: Smartbroker, Vanguard, FlatEx, sbroker, DKB, Trade Republic, EBase, comdirect, ING, Postbank, Raiffeisenbank, Consorsbank, Degiro, Tiger Brokers, Lime Trading Corp, Yuh, Quirin - as always many thanks to @Nirus for the many enhancements
  • Fix: Bookmarks are now sorted by language, respecting the umlaut
  • Fix: Improved error message if a “Description” widget does not contain valid HTML

Version 0.61.1 / 21 February 2023

I love open source. With this version (hopefully) some bugs are fixed that we could find by working together on the code and in the forum. The deadlock is hopefully fixed - but I need your confirmation on that. The CSV data is also exported correctly for postings - very strange bug. And also NAS should respect the write lock and not corrupt the files anymore.

New: Translation into Danish

Thank you very much Arthur Madsen!

More improvements

  • New: Context menu to duplicate a security
  • Improvement of PDF importers: Tiger Broker, DKB, Consorsbank, Degiro, ING, Baader Bank, Suresse Direkt Bank, OnVista
  • Improvement: Open bookmarks for up to 10 securities
  • Improvement: When saving the file, a file lock is set so that network-attached storage (NAS) does not synchronize the file too early

Bug fixes

  • Fix: Fixes (hopefully) a deadlock when importing PDF files
  • Fix: Fixes a problem where wrong (old) date values were exported when exporting CSV files
  • Fix: Fixes a problem where fees were not taken into account when viewing before taxes
  • Fix: Fixes a problem with colored texts that could not be read by a screen reader
  • Fix: fixes a problem where table rows were not displayed when resizing the window
  • Fix: Fixes a problem with missing line breaks in tooltips for note fields

Version 0.61.2 / 22 February 2023

  • Fix: Removes file locking on macOS due to issues with network shares SMB and AFP

Version 0.61.3 / 24 February 2023

  • Fix: Fixes a problem when copying dashboard columns which prevents the file from being saved
  • Fix: Fixes a problem with setting the file lock under Linux for SMB network drives

Version 0.61.4 / 14 March 2023

A couple of improvements - in particular of the PDF document import:

  • Improvement: Multi-national currencies XAF, XCD, XDR, XOF, XPF
  • Improvement: €STR/EONIA as combined quote provider
  • Improvement of PDF importers: Consorsbank, DAB, Dkb, Smartbroker, Easybank, Bondora, Onvista, Targobank