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Pretzel Finance

Self-hosted stock and crypto portfolio tracker

Budgeting & Finance ★ 4k stars Medium setup EPL-1.0

Portfolio Performance is a free, open-source tool for calculating the overall performance of an investment portfolio across stocks, ETFs, and other assets. It offers detailed performance and risk metrics.

Key features

  • True time-weighted returns
  • Multi-currency portfolios
  • Detailed performance charts
  • Quote import from many sources

Pros & cons

Strengths

  • Accurate performance calculations
  • Rich analytics

Trade-offs

  • Desktop only
  • Steeper learning curve

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