Downloads of v 0.50.2:


Last Update:

18 Jan 2021

Package Maintainer(s):

Software Author(s):

  • Andreas Buchen


finance stocks portfolio-performance

Portfolio Performance

0.50.2 | Updated: 18 Jan 2021



Downloads of v 0.50.2:



Software Author(s):

  • Andreas Buchen

Portfolio Performance 0.50.2

All Checks are Passing

2 Passing Test

Validation Testing Passed

Verification Testing Passed


To install Portfolio Performance, run the following command from the command line or from PowerShell:


To upgrade Portfolio Performance, run the following command from the command line or from PowerShell:


To uninstall Portfolio Performance, run the following command from the command line or from PowerShell:


NOTE: This applies to both open source and commercial editions of Chocolatey.

1. Ensure you are set for organizational deployment

Please see the organizational deployment guide

  • Open Source or Commercial:
    • Proxy Repository - Create a proxy nuget repository on Nexus, Artifactory Pro, or a proxy Chocolatey repository on ProGet. Point your upstream to Packages cache on first access automatically. Make sure your choco clients are using your proxy repository as a source and NOT the default community repository. See source command for more information.
    • You can also just download the package and push it to a repository Download

3. Enter your internal repository url

(this should look similar to

4. Choose your deployment method:

choco upgrade portfolio -y --source="'STEP 3 URL'" [other options]

See options you can pass to upgrade.

See best practices for scripting.

Add this to a PowerShell script or use a Batch script with tools and in places where you are calling directly to Chocolatey. If you are integrating, keep in mind enhanced exit codes.

If you do use a PowerShell script, use the following to ensure bad exit codes are shown as failures:

choco upgrade portfolio -y --source="'STEP 3 URL'"

Write-Verbose "Exit code was $exitCode"
$validExitCodes = @(0, 1605, 1614, 1641, 3010)
if ($validExitCodes -contains $exitCode) {
  Exit 0

Exit $exitCode

- name: Ensure portfolio installed
    name: portfolio
    state: present
    version: 0.50.2
    source: STEP 3 URL

See docs at

Coming early 2020! Central Managment Reporting available now! More information...

chocolatey_package 'portfolio' do
  action    :install
  version  '0.50.2'
  source   'STEP 3 URL'

See docs at

    Name: portfolio,
    Version: 0.50.2,
    Source: STEP 3 URL

Requires Otter Chocolatey Extension. See docs at

cChocoPackageInstaller portfolio
   Name     = 'portfolio'
   Ensure   = 'Present'
   Version  = '0.50.2'
   Source   = 'STEP 3 URL'

Requires cChoco DSC Resource. See docs at

package { 'portfolio':
  provider => 'chocolatey',
  ensure   => '0.50.2',
  source   => 'STEP 3 URL',

Requires Puppet Chocolatey Provider module. See docs at

salt '*' chocolatey.install portfolio version="0.50.2" source="STEP 3 URL"

See docs at

5. If applicable - Chocolatey configuration/installation

See infrastructure management matrix for Chocolatey configuration elements and examples.

This package was approved as a trusted package on 18 Jan 2021.


A simple tool to calculate the overall performance of an investment portfolio.

$ErrorActionPreference = 'Stop'

$installationPath = Split-Path -Parent $MyInvocation.MyCommand.Definition

$packageArgs = @{
    packageName    = 'portfolio'
    url64bit       = ''
    checksum64     = '27bca30a7fed3c071a2ed09a89630ce3ad2b457cffdb74545c2c9ffd0c3a5c44'
    checksumType64 = 'sha256'
    unzipLocation  = $installationPath
    validExitCodes = @(0)
Install-ChocolateyZipPackage @packageArgs

$files = get-childitem "$installationPath\portfolio\plugins" -include *.exe -recurse
foreach ($file in $files) {
    #generate an ignore file
    New-Item "$file.ignore" -type file -force | Out-Null

Install-ChocolateyShortcut `
    -ShortcutFilePath "$([Environment]::GetFolderPath('CommonStartMenu'))\Programs\PortfolioPerformance.lnk" `
    -TargetPath "$installationPath\portfolio\PortfolioPerformance.exe"
$ErrorActionPreference = 'Stop'

Remove-Item "$([Environment]::GetFolderPath('CommonStartMenu'))\Programs\PortfolioPerformance.lnk"

Log in or click on link to see number of positives.

In cases where actual malware is found, the packages are subject to removal. Software sometimes has false positives. Moderators do not necessarily validate the safety of the underlying software, only that a package retrieves software from the official distribution point and/or validate embedded software against official distribution point (where distribution rights allow redistribution).

Chocolatey Pro provides runtime protection from possible malware.

Version Downloads Last Updated Status
Portfolio Performance 0.50.1 86 Wednesday, January 13, 2021 Approved
Portfolio Performance 0.50.0 65 Monday, January 11, 2021 Approved
Portfolio Performance 0.49.4 160 Monday, December 14, 2020 Approved
Portfolio Performance 0.49.3 102 Monday, November 30, 2020 Approved
Portfolio Performance 0.49.2 134 Sunday, November 8, 2020 Approved
Portfolio Performance 0.49.0 106 Sunday, October 25, 2020 Approved
Portfolio Performance 0.48.1 159 Thursday, September 3, 2020 Approved
Portfolio Performance 0.48.0 79 Tuesday, September 1, 2020 Approved
Discussion for the Portfolio Performance Package

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  • This discussion is only about Portfolio Performance and the Portfolio Performance package. If you have feedback for Chocolatey, please contact the Google Group.
  • This discussion will carry over multiple versions. If you have a comment about a particular version, please note that in your comments.
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  • Tell us what you love about the package or Portfolio Performance, or tell us what needs improvement.
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