Unpacking Software Livestream

Join our monthly Unpacking Software livestream to hear about the latest news, chat and opinion on packaging, software deployment and lifecycle management!

Learn More

Chocolatey Product Spotlight

Join the Chocolatey Team on our regular monthly stream where we put a spotlight on the most recent Chocolatey product releases. You'll have a chance to have your questions answered in a live Ask Me Anything format.

Learn More

Chocolatey Coding Livestream

Join us for the Chocolatey Coding Livestream, where members of our team dive into the heart of open source development by coding live on various Chocolatey projects. Tune in to witness real-time coding, ask questions, and gain insights into the world of package management. Don't miss this opportunity to engage with our team and contribute to the future of Chocolatey!

Learn More

Calling All Chocolatiers! Whipping Up Windows Automation with Chocolatey Central Management

Webinar from
Wednesday, 17 January 2024

We are delighted to announce the release of Chocolatey Central Management v0.12.0, featuring seamless Deployment Plan creation, time-saving duplications, insightful Group Details, an upgraded Dashboard, bug fixes, user interface polishing, and refined documentation. As an added bonus we'll have members of our Solutions Engineering team on-hand to dive into some interesting ways you can leverage the new features available!

Watch On-Demand
Chocolatey Community Coffee Break

Join the Chocolatey Team as we discuss all things Community, what we do, how you can get involved and answer your Chocolatey questions.

Watch The Replays
Chocolatey and Intune Overview

Webinar Replay from
Wednesday, 30 March 2022

At Chocolatey Software we strive for simple, and teaching others. Let us teach you just how simple it could be to keep your 3rd party applications updated across your devices, all with Intune!

Watch On-Demand
Chocolatey For Business. In Azure. In One Click.

Livestream from
Thursday, 9 June 2022

Join James and Josh to show you how you can get the Chocolatey For Business recommended infrastructure and workflow, created, in Azure, in around 20 minutes.

Watch On-Demand
The Future of Chocolatey CLI

Livestream from
Thursday, 04 August 2022

Join Paul and Gary to hear more about the plans for the Chocolatey CLI in the not so distant future. We'll talk about some cool new features, long term asks from Customers and Community and how you can get involved!

Watch On-Demand
Hacktoberfest Tuesdays 2022

Livestreams from
October 2022

For Hacktoberfest, Chocolatey ran a livestream every Tuesday! Re-watch Cory, James, Gary, and Rain as they share knowledge on how to contribute to open-source projects such as Chocolatey CLI.

Watch On-Demand

Downloads:

21,243

Downloads of v 0.68.2:

114

Last Update:

14 Mar 2024

Package Maintainer(s):

Software Author(s):

  • Andreas Buchen

Tags:

finance stocks portfolio-performance

Portfolio Performance

  • 1
  • 2
  • 3

0.68.2 | Updated: 14 Mar 2024

Downloads:

21,243

Downloads of v 0.68.2:

114

Maintainer(s):

Software Author(s):

  • Andreas Buchen

Portfolio Performance 0.68.2

  • 1
  • 2
  • 3

All Checks are Passing

3 Passing Tests


Validation Testing Passed


Verification Testing Passed

Details

Scan Testing Successful:

No detections found in any package files

Details
Learn More

Deployment Method: Individual Install, Upgrade, & Uninstall

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:

>

Deployment Method:

NOTE

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

1. Enter Your Internal Repository Url

(this should look similar to https://community.chocolatey.org/api/v2/)


2. Setup Your Environment

1. Ensure you are set for organizational deployment

Please see the organizational deployment guide

2. Get the package into your environment

  • 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 https://community.chocolatey.org/api/v2/. 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. Copy Your Script

choco upgrade portfolio -y --source="'INTERNAL REPO 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="'INTERNAL REPO URL'" 
$exitCode = $LASTEXITCODE

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

Exit $exitCode

- name: Install portfolio
  win_chocolatey:
    name: portfolio
    version: '0.68.2'
    source: INTERNAL REPO URL
    state: present

See docs at https://docs.ansible.com/ansible/latest/modules/win_chocolatey_module.html.


chocolatey_package 'portfolio' do
  action    :install
  source   'INTERNAL REPO URL'
  version  '0.68.2'
end

See docs at https://docs.chef.io/resource_chocolatey_package.html.


cChocoPackageInstaller portfolio
{
    Name     = "portfolio"
    Version  = "0.68.2"
    Source   = "INTERNAL REPO URL"
}

Requires cChoco DSC Resource. See docs at https://github.com/chocolatey/cChoco.


package { 'portfolio':
  ensure   => '0.68.2',
  provider => 'chocolatey',
  source   => 'INTERNAL REPO URL',
}

Requires Puppet Chocolatey Provider module. See docs at https://forge.puppet.com/puppetlabs/chocolatey.


4. If applicable - Chocolatey configuration/installation

See infrastructure management matrix for Chocolatey configuration elements and examples.

NOTE

Private CDN cached downloads available for licensed customers. Never experience 404 breakages again! Learn more...

Package Approved

This package was approved as a trusted package on 14 Mar 2024.

Description

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


tools\chocolateyInstall.ps1
$ErrorActionPreference = 'Stop'

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

$packageArgs = @{
    packageName    = 'portfolio'
    url64bit       = 'https://github.com/buchen/portfolio/releases/download/0.68.2/PortfolioPerformance-distro-0.68.2-win32.win32.x86_64.zip'
    checksum64     = '77e81ac8f052b9ea31232ffd4492b4bbb047ba271f06691c5b7b45469b85b19b'
    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"
tools\chocolateyUninstall.ps1
$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.

Add to Builder Version Downloads Last Updated Status
Portfolio Performance 0.68.1 114 Sunday, March 10, 2024 Approved
Portfolio Performance 0.68.0 36 Saturday, March 9, 2024 Approved
Portfolio Performance 0.67.3 248 Friday, February 2, 2024 Approved
Portfolio Performance 0.67.2 100 Monday, January 29, 2024 Approved
Portfolio Performance 0.67.1 186 Tuesday, January 9, 2024 Approved
Portfolio Performance 0.67.0 157 Saturday, December 30, 2023 Approved
Portfolio Performance 0.66.2 203 Thursday, December 14, 2023 Approved
Portfolio Performance 0.66.1 34 Wednesday, December 13, 2023 Approved
Portfolio Performance 0.65.6 249 Saturday, November 11, 2023 Approved
Portfolio Performance 0.65.5 143 Saturday, November 4, 2023 Approved
Portfolio Performance 0.65.4 224 Saturday, October 7, 2023 Approved
Portfolio Performance 0.65.3 247 Monday, September 4, 2023 Approved
Portfolio Performance 0.65.2 21 Monday, September 4, 2023 Approved
Portfolio Performance 0.65.1 207 Tuesday, August 15, 2023 Approved
Portfolio Performance 0.65.0 48 Monday, August 14, 2023 Approved
Portfolio Performance 0.64.5 212 Monday, July 24, 2023 Approved
Portfolio Performance 0.64.4 128 Saturday, July 15, 2023 Approved
Portfolio Performance 0.64.3 42 Saturday, July 15, 2023 Approved
Portfolio Performance 0.64.2 32 Saturday, July 15, 2023 Approved
Portfolio Performance 0.64.1 198 Monday, June 26, 2023 Approved
Portfolio Performance 0.64.0 197 Saturday, June 17, 2023 Approved
Portfolio Performance 0.63.1 179 Monday, June 5, 2023 Approved
Portfolio Performance 0.62.1 258 Monday, May 8, 2023 Approved
Portfolio Performance 0.62.0 248 Sunday, April 2, 2023 Approved
Portfolio Performance 0.61.4 217 Wednesday, March 15, 2023 Approved
Portfolio Performance 0.61.3 203 Saturday, February 25, 2023 Approved
Portfolio Performance 0.61.1 118 Wednesday, February 22, 2023 Approved
Portfolio Performance 0.61.0 199 Monday, February 6, 2023 Approved
Portfolio Performance 0.60.2 231 Thursday, January 12, 2023 Approved
Portfolio Performance 0.60.1 201 Friday, December 30, 2022 Approved
Portfolio Performance 0.60.0 166 Monday, December 19, 2022 Approved
Portfolio Performance 0.59.5 197 Monday, December 5, 2022 Approved
Portfolio Performance 0.59.4 191 Monday, November 21, 2022 Approved
Portfolio Performance 0.59.3 208 Monday, November 7, 2022 Approved
Portfolio Performance 0.59.2 254 Sunday, October 9, 2022 Approved
Portfolio Performance 0.59.1 293 Tuesday, August 23, 2022 Approved
Portfolio Performance 0.59.0 260 Monday, July 18, 2022 Approved
Portfolio Performance 0.58.5 203 Sunday, July 3, 2022 Approved
Portfolio Performance 0.58.4 257 Saturday, June 4, 2022 Approved
Portfolio Performance 0.58.3 146 Tuesday, May 31, 2022 Approved
Portfolio Performance 0.58.2 77 Tuesday, May 31, 2022 Approved
Portfolio Performance 0.58.1 82 Monday, May 30, 2022 Approved
Portfolio Performance 0.58.0 63 Monday, May 30, 2022 Approved
Portfolio Performance 0.57.2 277 Monday, April 18, 2022 Approved
Portfolio Performance 0.57.1 213 Tuesday, April 5, 2022 Approved
Portfolio Performance 0.57.0 122 Monday, April 4, 2022 Approved
Portfolio Performance 0.56.6 250 Sunday, March 6, 2022 Approved
Portfolio Performance 0.56.5 322 Sunday, February 6, 2022 Approved
Portfolio Performance 0.56.4 207 Monday, January 24, 2022 Approved
Portfolio Performance 0.56.3 241 Monday, January 10, 2022 Approved
Portfolio Performance 0.56.2 298 Friday, December 3, 2021 Approved
Portfolio Performance 0.56.1 213 Tuesday, November 23, 2021 Approved
Portfolio Performance 0.56.0 232 Monday, November 8, 2021 Approved
Portfolio Performance 0.55.0 293 Tuesday, September 21, 2021 Approved
Portfolio Performance 0.54.3 252 Sunday, August 15, 2021 Approved
Portfolio Performance 0.54.2 210 Thursday, July 29, 2021 Approved
Portfolio Performance 0.54.1 115 Tuesday, July 27, 2021 Approved
Portfolio Performance 0.54.0 164 Monday, July 19, 2021 Approved
Portfolio Performance 0.53.3 198 Monday, June 28, 2021 Approved
Portfolio Performance 0.53.2 159 Sunday, June 20, 2021 Approved
Portfolio Performance 0.53.1 147 Thursday, June 17, 2021 Approved
Portfolio Performance 0.53.0 132 Monday, June 14, 2021 Approved
Portfolio Performance 0.52.0 269 Monday, April 19, 2021 Approved
Portfolio Performance 0.51.3 210 Monday, March 29, 2021 Approved
Portfolio Performance 0.51.2 221 Monday, March 15, 2021 Approved
Portfolio Performance 0.51.1 189 Wednesday, March 3, 2021 Approved
Portfolio Performance 0.51.0 110 Tuesday, March 2, 2021 Approved
Portfolio Performance 0.50.4 223 Monday, February 8, 2021 Approved
Portfolio Performance 0.50.3 211 Monday, January 25, 2021 Approved
Portfolio Performance 0.50.2 174 Monday, January 18, 2021 Approved
Portfolio Performance 0.50.1 166 Wednesday, January 13, 2021 Approved
Portfolio Performance 0.50.0 134 Monday, January 11, 2021 Approved
Portfolio Performance 0.49.4 234 Monday, December 14, 2020 Approved
Portfolio Performance 0.49.3 183 Monday, November 30, 2020 Approved
Portfolio Performance 0.49.2 224 Sunday, November 8, 2020 Approved
Portfolio Performance 0.49.0 196 Sunday, October 25, 2020 Approved
Portfolio Performance 0.48.1 267 Thursday, September 3, 2020 Approved
Portfolio Performance 0.48.0 172 Tuesday, September 1, 2020 Approved
Portfolio Performance 0.47.0 248 Saturday, July 25, 2020 Approved
Portfolio Performance 0.46.6 212 Monday, June 29, 2020 Approved
Portfolio Performance 0.46.5 154 Monday, June 22, 2020 Approved
Portfolio Performance 0.46.3 230 Sunday, May 10, 2020 Approved
Portfolio Performance 0.46.2 132 Sunday, May 10, 2020 Approved
Portfolio Performance 0.46.1 233 Tuesday, April 14, 2020 Approved
Portfolio Performance 0.46.0 190 Thursday, April 2, 2020 Approved
Portfolio Performance 0.45.1 195 Wednesday, March 18, 2020 Approved
Portfolio Performance 0.45.0 181 Monday, March 16, 2020 Approved
Portfolio Performance 0.44.1 255 Monday, February 10, 2020 Approved
Portfolio Performance 0.44.0 164 Tuesday, January 21, 2020 Approved
Portfolio Performance 0.43.1 182 Tuesday, December 24, 2019 Approved
Portfolio Performance 0.43.0 167 Monday, December 2, 2019 Approved
Portfolio Performance 0.42.1 207 Thursday, October 3, 2019 Approved
Portfolio Performance 0.40.1 220 Saturday, July 13, 2019 Approved
Portfolio Performance 0.40.0 166 Monday, July 8, 2019 Approved
Portfolio Performance 0.39.2 184 Saturday, June 15, 2019 Approved
Portfolio Performance 0.39.1 238 Wednesday, April 24, 2019 Approved
Portfolio Performance 0.39.0 216 Friday, February 22, 2019 Approved
Portfolio Performance 0.35.1 244 Saturday, October 27, 2018 Approved
Portfolio Performance 0.35.0 250 Monday, October 15, 2018 Approved
Portfolio Performance 0.34.1 180 Tuesday, September 18, 2018 Approved
Portfolio Performance 0.34.0 214 Sunday, August 12, 2018 Approved
Portfolio Performance 0.33.1.20180717 254 Tuesday, July 17, 2018 Approved
Portfolio Performance 0.33.1.20180716 193 Monday, July 16, 2018 Approved
Portfolio Performance 0.33.1 223 Monday, July 16, 2018 Approved
Portfolio Performance 0.33.0 199 Monday, July 9, 2018 Approved
Portfolio Performance 0.32.0 243 Wednesday, June 13, 2018 Approved
Portfolio Performance 0.31.0 305 Monday, May 7, 2018 Approved
Portfolio Performance 0.30.1 258 Monday, April 23, 2018 Approved
Portfolio Performance 0.29.0 251 Friday, April 20, 2018 Approved

This package has no dependencies.

Discussion for the Portfolio Performance Package

Ground Rules:

  • 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.
  • The maintainers of this Chocolatey Package will be notified about new comments that are posted to this Disqus thread, however, it is NOT a guarantee that you will get a response. If you do not hear back from the maintainers after posting a message below, please follow up by using the link on the left side of this page or follow this link to contact maintainers. If you still hear nothing back, please follow the package triage process.
  • Tell us what you love about the package or Portfolio Performance, or tell us what needs improvement.
  • Share your experiences with the package, or extra configuration or gotchas that you've found.
  • If you use a url, the comment will be flagged for moderation until you've been whitelisted. Disqus moderated comments are approved on a weekly schedule if not sooner. It could take between 1-5 days for your comment to show up.
comments powered by Disqus