.Table of ContentsIntroductionWindows InstructionsConclusionReferences
.Introduction.About Portfolio PerformanceTaken directly from the developers website[1], Portfolio Performance is:
An open source tool to calculate the overall performance of an investment portfolio - across all accounts - using True-Time Weighted Return or Internal Rate of Return.
.Why would I use it?I know what you're thinking - there are a couple of portfolio trackers out there already. We have trackers from FTX[2] (previously Blockfolio), Delta.app - owned by eToro since late 2019[4] -, CoinMarketCap Portefolio Tracker[5], Coinpeak[6] and even Google excel spreadsheets made by users[7][8] from all over the world. Why would you even think in using a German app that's more geared towards traditional investing anyway? Well, unlike the previous options where we don't know what kind of information they are harvesting from us - FTX, Delta.app,CoinMarketCap, Microsoft Excel + Google Sheets are closed source - , Portfolio Performance is a
free and open source tool that can be freely audited by anyone who wants to do it. Just go over their GitHub[9] to check it out!
.Plus / DeltaPlus | Delta |
_______________________________________________________________________________ | ______________________________________________________________________ |
- Open source;
- Works completely offline;
- Doesn't rely on any server - As long as you have it installed, it will run forever on your PC;
- Provides in-depth indicators regarding your portfolio such as True Time-Weighted Rate of Return, Internal Rate of Return (IRR)...;
- Supports multiple languages - (English, Spanish, Dutch, Portuguese, Italian ...)
- Android and iOS applications available
| - German app - Troubleshooting will lead you mostly to german replies/forum;
- Slight learning curve needed;
No smartphone application available - they are working[10] on it;
|
.Windows Instructions.Installing the softwareThis part is the easiest one - just open the website (English version mentioned here[1]) and click on the OS that you're running. Sadly I wasn't able to find any kind of information that would allow us to verify the download, but I've kept this as an open issue. Whenever I find the keys of the developer I'll update this section to add an additional step.
![](https://ip.bitcointalk.org/?u=https%3A%2F%2Ftalkimg.com%2Fimages%2F2024%2F01%2F20%2F3O053.png&t=665&c=NLQxh9zjc84noA)
.Setting the correct languageBy default the program should apply the same language that your OS is running. If it doesn't and assuming it applies german language, then you'll have follow the following steps:
![](https://ip.bitcointalk.org/?u=https%3A%2F%2Ftalkimg.com%2Fimages%2F2024%2F01%2F20%2F3OxUw.png&t=665&c=2rvYsZdCYYt3iQ)
![](https://ip.bitcointalk.org/?u=https%3A%2F%2Ftalkimg.com%2Fimages%2F2024%2F01%2F20%2F3W2R9.png&t=665&c=-HzKONW0_4nGDw)
After clicking on the button identified as #3 just restart the program for the changes to be applied.
.Main Window - Creating a new fileWhenever you open the program you'll be greeted by the following window:
![](https://ip.bitcointalk.org/?u=https%3A%2F%2Ftalkimg.com%2Fimages%2F2024%2F01%2F20%2F3WU1N.png&t=665&c=N88IzbZpEk_yqw)
Since we're creating a new file, which will be stored in a XML file on your computer, we'll just go ahead and select the option
"Create a new file (The
samples section already has some files created that are more geared towards traditional investment funds and to demonstrate the potential of the program (if you're interested you can also check them out)). The first window that will pop up is quite straightforward, you just need to select the currency that you want your portfolio to be in (in this example I'll be using EUR) and click
Next.
![](https://ip.bitcointalk.org/?u=https%3A%2F%2Ftalkimg.com%2Fimages%2F2024%2F01%2F20%2F3Waea.png&t=665&c=96X5ANv8kEEF8w)
You'll be greeted to the following window:
![](https://ip.bitcointalk.org/?u=https%3A%2F%2Ftalkimg.com%2Fimages%2F2024%2F01%2F20%2F3WdQo.png&t=665&c=GpZTxI6YDApa1Q)
These two concepts - Securities and Reference accounts - are very embodied within the program. Here's how they work:
- Reference account - See this as an account/bag where you'll deposit / withdraw your money from.
- Securities account - It's the account where you hold your assets. This account will be the one where you'll record every transaction that you made in a specific broker.
Let's assume that I want to buy BTC from LocalCryptos.com[12] (a non KYC exchange). I would have to do this:
- Reference account - You can name it whatever you want. I just went with the simpliest one - "Deposit Account";
- Securities account - Since I'll be using the mentioned service, I'll just name it "LocalCryptos";
Click
Add to save this entry and you'll be greeted to this screen:
![](https://ip.bitcointalk.org/?u=https%3A%2F%2Ftalkimg.com%2Fimages%2F2024%2F01%2F20%2F3WufT.png&t=665&c=whQMvagrsJTtvQ)
If you usually buy/sell on other brokers (HodlHodl, LocalCoinSwap, Bitsq) you can also add them in this step. Once you're done click
Finish.
.Main Menu of your portfolioWhen you finish the previous step you'll be greeted with the screenshot below which encompasses 5 sections. They are well summarized here[11] so I'll just quote it:
![](https://ip.bitcointalk.org/?u=https%3A%2F%2Ftalkimg.com%2Fimages%2F2024%2F01%2F20%2F3Ww8l.png&t=665&c=xvDuHi5qWVIfCg)
- Securities - In this section you specify all securities that you intend to create transactions on.
- Accounts - In this section you register your transactions in your brokerage accounts (e.g. deposits, withdrawals, buy, sell, dividend).
- Reports - In this section you can see graphs about your portfolio and how it is performing according to several metrics
- Taxonomies - In this section you can see how your portfolio is allocated across asset classes. You can also specify your target asset allocation.
- General Data - In this section you can see the evolution of currency exchange rates and can also change the details of the where ETF information is fetched from.
.Funding your deposit accountTo start buying cryptocurrencies you'll need to have an available balance within your portfolio. To do that just follow these steps:
- Click on deposit accounts -> Right click in your named deposit (in my case it was just "Deposit Account") -> Select "Deposit..."
![](https://ip.bitcointalk.org/?u=https%3A%2F%2Ftalkimg.com%2Fimages%2F2024%2F01%2F20%2F3WHA1.png&t=665&c=Mgt6dIeVs5oBhw)
On the next screen you are able to enter the amount that you wish to spend on your cryptocurrency (let's say that you'll spend 1.000 €). You can also select which date and time you made the deposit and add a little note if you so desire. After filling all the fields just go ahead and click
Save.
![](https://ip.bitcointalk.org/?u=https%3A%2F%2Ftalkimg.com%2Fimages%2F2024%2F01%2F20%2F3WSIm.png&t=665&c=aQWt3rsnZzIlig)
If you head over to your
Statment of Assets tab you'll see that your 1.000 € are now 100 % of your portfolio and that you are ready to trade this money for securities!
![](https://ip.bitcointalk.org/?u=https%3A%2F%2Ftalkimg.com%2Fimages%2F2024%2F01%2F20%2F3WZ5W.png&t=665&c=7DFFYyca38Pr6w)
.Adding Securities (BTC, ETH, XMR ...)In the beginning Portfolio Performance didn't had any kind of cryptocurrency to be added as a security. Nowadays, if you want to track the price of coins such as BTC or ETH (or any other coin within the Top 10 for example) you simply have to do the following steps:
- Click on All securities -> Click on the + signal -> Select "New instrument..."
![](https://ip.bitcointalk.org/?u=https%3A%2F%2Ftalkimg.com%2Fimages%2F2024%2F01%2F20%2F3WCUJ.png&t=665&c=cQbLMmCsFpekRA)
In the search box type the coin you're looking for. In this case let's type "btc" in the search box and hit
search. Lots of options will appear and you'll have to look for the one that says either
"Bitcoin EUR" or
"Bitcoin USD". Select the option which suits you (I'll go ahead with
Bitcoin EUR) and click
Apply.
![](https://ip.bitcointalk.org/?u=https%3A%2F%2Ftalkimg.com%2Fimages%2F2024%2F01%2F20%2F3WQTC.png&t=665&c=eQcfQ-tgCsmFrA)
A new windows appears allowing you to specify some details of the security. I wouldn't change anything on this tab. However I recommend that you go over to the tab named
"Historial Quotes" to select the source that feeds the quote of your security (in this case BTC).
![](https://ip.bitcointalk.org/?u=https%3A%2F%2Ftalkimg.com%2Fimages%2F2024%2F01%2F20%2F3WG1b.png&t=665&c=n7WAOvzZrtxW4w)
![](https://ip.bitcointalk.org/?u=https%3A%2F%2Ftalkimg.com%2Fimages%2F2024%2F01%2F20%2F3WMev.png&t=665&c=4q5Rbb9cof9wVA)
The default option is
Yahoo Finance - I advise you to choose another one, such as CoinGecko. If you are also keen to use it, choose that option on that list. A couple of new fields appear:
![](https://ip.bitcointalk.org/?u=https%3A%2F%2Ftalkimg.com%2Fimages%2F2024%2F01%2F20%2F3W6GH.png&t=665&c=THSUq-aF6BMsUg)
As you can see in the screenshot above, it seems like the source is broken - no quotes are displayed. What you need to input to make the "link" with CoinGecko is the
coin ID which can be found here[13]. If we search for
"bitcoin" on that huge list we'll see that the coin id is (as expected)
bitcoin. Add that text to the previous field and you'll see that the table gets updated:
![](https://ip.bitcointalk.org/?u=https%3A%2F%2Ftalkimg.com%2Fimages%2F2024%2F01%2F20%2F3WPfg.png&t=665&c=t8QMoAMtvHv9mg)
Go ahead and click on
OK. That's it! You've just added a security to your portfolio! You can repeat the steps for additional cryptocurrencies.
.Adding transactionsNow that you've got your deposit account funded and that you've added the security that you're interested in, it's time to start registering your transactions. To do that just follow these steps:
- Click on Securities accounts -> Right click in your named security account (since I would be making purchases on LocalCryptos, I named it the same) -> Select "Buy..."
![](https://ip.bitcointalk.org/?u=https%3A%2F%2Ftalkimg.com%2Fimages%2F2024%2F01%2F20%2F3WRKI.png&t=665&c=yqFdleYJVrfvJg)
This next windows is pretty straightforward - you just have to input all the information regarding your purchase(s). If you added more than one security in the previous step you can select which one you'll be buying in the
Security field. To demonstrate the reporting tools that the program offers I'll make a dummy purchase of 6 BTC on 01/01/2015 at 100 € each. When you're done editing the fields just click
Save. Here's my window:
![](https://ip.bitcointalk.org/?u=https%3A%2F%2Ftalkimg.com%2Fimages%2F2024%2F01%2F20%2F3WtHd.png&t=665&c=9bbDWdKQ_qaZnQ)
In your
Statment of Assets you'll now see that your portfolio balance has been adjusted to your recent purchase:
![](https://ip.bitcointalk.org/?u=https%3A%2F%2Ftalkimg.com%2Fimages%2F2024%2F01%2F20%2F3WzI5.png&t=665&c=giwNrJN6TlhIBQ)
If you head over to the
Performance option within
Reports you'll be treated with the following dashboard:
![](https://ip.bitcointalk.org/?u=https%3A%2F%2Ftalkimg.com%2Fimages%2F2024%2F01%2F20%2F3WF7z.png&t=665&c=BhdqXOkmdX84tg)
Bear in mind that these KPI's are only reporting 1 year. If you intend to increase the range, say to 3 years, just click on the top right option (near the gear) and select
3 years. In my case I would have been greeted with this:
![](https://ip.bitcointalk.org/?u=https%3A%2F%2Ftalkimg.com%2Fimages%2F2024%2F01%2F20%2F3WEa2.png&t=665&c=QNtCZ5fdrmQ_Cw)
The table on the right also gives valuable information - If I were to sold my BTC as of today, I would be looking at 208,077.72 € of capital gains. With more and more transactions being made this table for sure is handy to let you know if you are in the green or red area.
.Extra section I - Q: "But I can't find my "insert random coin name here"! Can I still use the program?"Yes you can young padawan you'll just need to follow a couple of extra steps. Follow the section
Adding Securities (BTC, ETH, XMR ...) up until the part where you click on the
+ signal. Instead of choosing
New Instrument... go ahead and click on
"Add instruments". On the next menu you can just name your cryptocurrency (let's use Railgun as an example) and go straight to the
Historical Quotes tab. On there click on the provider and choose
JSON.
![](https://ip.bitcointalk.org/?u=https%3A%2F%2Ftalkimg.com%2Fimages%2F2024%2F01%2F20%2F3WITc.png&t=665&c=y3c72lHaVhUuxw)
To get the historical quotes of this coin you'll need both the information from this[13] source - coin id (previously mentioned and explained) - and this base link:
You have to adapt the previously link to the coin, currency and days that you want. In this case I'll use the following data:
- id- railgun
- currency (XYZ) - eur
- days (XY) - 365
Now we just have to fill the following fields within this window:
![](https://ip.bitcointalk.org/?u=https%3A%2F%2Ftalkimg.com%2Fimages%2F2024%2F01%2F20%2F3WsLP.png&t=665&c=qnj3HCEm6r_Ggw)
Feed URL: https://api.coingecko.com/api/v3/coins/railgun/market_chart?vs_currency=eur&days=365
Path to Date: $.prices[*][0]
Path to Close: $.prices[*][1]
When you're done just click
OK and you're set! Your "next soon to explode" coin is now added in your securities account. Go grab the seat on that rocket!
![](https://ip.bitcointalk.org/?u=https%3A%2F%2Ftalkimg.com%2Fimages%2F2024%2F01%2F20%2F3W3eq.png&t=665&c=AKPsPcQhYAsLeA)
.Extra section II - Q: "I've got thousands of transactions on my exchange, do I have to manually insert each one of them?"No. The program is prepared to import a CSV file with your transactions (assuming your broker provides you with one). I thought of adding a guide for this, but then I found out this[14] neat blog entry that explains it quite well & simple - I would end up creating the same steps. Follow it and you'll be ready to import your transactions into the desired security account. If you have any problem just post and I'll help you out.
.ConclusionThat's about it! You are now ready to add any cryptocurrency that you wish - as long as it's being tracked by CoinGecko - and you are also able to import all your transactions from your broker accounts. I reckon it's not the most intuitive program out there, but being able to know that no company is selling your data + it's being kept for your eyes only, has to count for something right? Regarding selling your securities, I didn't cover that part because the steps are mostly the same as when you're registering your
buying orders. If you do think that I should add just let me know!
Disclaimer: Partial sections of my thread were based from this[11] guide. Since it ends up covering content more geared towards traditional investments (ETF's, bonds...) I decided to focus my guide on what you'll need to track just your crypto portfolio. Feel free to refer to it whenever you're curious about other functionalities of it.
.References[1]
https://www.portfolio-performance.info/en/[2]
https://blockfolio.com/[3]
https://delta.app/en[4]
https://techcrunch.com/2019/11/06/investment-platform-etoro-acquires-crypto-portfolio-tracker-app-delta/[5]
https://coinmarketcap.com/portfolio-tracker/[6]
https://coinpeak.io/[7]
https://www.reddit.com/r/CryptoCurrency/comments/n5tvpv/due_to_a_high_number_of_requests_ive_updated_my/[8]
https://www.reddit.com/r/CryptoCurrency/comments/7m3nvy/ive_created_an_excel_crypto_portfolio_tracker/[9]
https://github.com/buchen/portfolio[10]
https://forum.portfolio-performance.info/t/zur-entwicklung-der-mobilen-app-android-apple-beitragen/13303[11]
https://indexfundinvestor.eu/2019/06/27/how-to-track-your-investments-with-portfolio-performance/[12]
https://localcryptos.com/[13]
https://api.coingecko.com/api/v3/coins/list[14]
https://www.publish0x.com/bitcoin-trading-experiments/tracking-crypto-trades-how-to-import-in-portfolio-performanc-xzydnpd