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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!

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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.

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Downloads:

25,647

Downloads of v 0.72.2:

182

Last Update:

01 Dec 2024

Package Maintainer(s):

Software Author(s):

  • Andreas Buchen

Tags:

finance stocks portfolio-performance

Portfolio Performance

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0.72.2 | Updated: 01 Dec 2024

Downloads:

25,647

Downloads of v 0.72.2:

182

Maintainer(s):

Software Author(s):

  • Andreas Buchen

Portfolio Performance 0.72.2

Legal Disclaimer: Neither this package nor Chocolatey Software, Inc. are affiliated with or endorsed by Andreas Buchen. The inclusion of Andreas Buchen trademark(s), if any, upon this webpage is solely to identify Andreas Buchen goods or services and not for commercial purposes.

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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: '0.72.2'
    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  '0.72.2'
end

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


cChocoPackageInstaller portfolio
{
    Name     = "portfolio"
    Version  = "0.72.2"
    Source   = "INTERNAL REPO URL"
}

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


package { 'portfolio':
  ensure   => '0.72.2',
  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 01 Dec 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/0.72.2/PortfolioPerformance-distro-0.72.2-win32.win32.x86_64.zip'
    checksum64     = '2e6762038b9b2d4fc0e7922b041037c491204295d9b3aa4d53101b1164db0587'
    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 0.72.1 36 Saturday, November 30, 2024 Approved
Portfolio Performance 0.71.2 241 Friday, October 4, 2024 Approved
Portfolio Performance 0.71.0 162 Monday, September 23, 2024 Approved
Portfolio Performance 0.70.4 196 Monday, August 26, 2024 Approved
Portfolio Performance 0.70.3 194 Tuesday, August 6, 2024 Approved
Portfolio Performance 0.70.2 59 Monday, August 5, 2024 Approved
Portfolio Performance 0.69.1 209 Monday, July 8, 2024 Approved
Portfolio Performance 0.69.0 218 Thursday, June 13, 2024 Approved
Portfolio Performance 0.68.4 249 Monday, April 29, 2024 Approved
Portfolio Performance 0.68.3 246 Monday, March 25, 2024 Approved
Portfolio Performance 0.68.2 175 Thursday, March 14, 2024 Approved
Portfolio Performance 0.68.1 133 Sunday, March 10, 2024 Approved
Portfolio Performance 0.68.0 54 Saturday, March 9, 2024 Approved
Portfolio Performance 0.67.3 267 Friday, February 2, 2024 Approved
Portfolio Performance 0.67.2 116 Monday, January 29, 2024 Approved
Portfolio Performance 0.67.1 212 Tuesday, January 9, 2024 Approved
Portfolio Performance 0.67.0 179 Saturday, December 30, 2023 Approved
Portfolio Performance 0.66.2 221 Thursday, December 14, 2023 Approved
Portfolio Performance 0.66.1 53 Wednesday, December 13, 2023 Approved
Portfolio Performance 0.65.6 271 Saturday, November 11, 2023 Approved
Portfolio Performance 0.65.5 167 Saturday, November 4, 2023 Approved
Portfolio Performance 0.65.4 241 Saturday, October 7, 2023 Approved
Portfolio Performance 0.65.3 276 Monday, September 4, 2023 Approved
Portfolio Performance 0.65.2 39 Monday, September 4, 2023 Approved
Portfolio Performance 0.65.1 223 Tuesday, August 15, 2023 Approved
Portfolio Performance 0.65.0 63 Monday, August 14, 2023 Approved
Portfolio Performance 0.64.5 233 Monday, July 24, 2023 Approved
Portfolio Performance 0.64.4 147 Saturday, July 15, 2023 Approved
Portfolio Performance 0.64.3 65 Saturday, July 15, 2023 Approved
Portfolio Performance 0.64.2 60 Saturday, July 15, 2023 Approved
Portfolio Performance 0.64.1 218 Monday, June 26, 2023 Approved
Portfolio Performance 0.64.0 215 Saturday, June 17, 2023 Approved
Portfolio Performance 0.63.1 213 Monday, June 5, 2023 Approved
Portfolio Performance 0.62.1 279 Monday, May 8, 2023 Approved
Portfolio Performance 0.62.0 270 Sunday, April 2, 2023 Approved
Portfolio Performance 0.61.4 238 Wednesday, March 15, 2023 Approved
Portfolio Performance 0.61.3 228 Saturday, February 25, 2023 Approved
Portfolio Performance 0.61.1 139 Wednesday, February 22, 2023 Approved
Portfolio Performance 0.61.0 223 Monday, February 6, 2023 Approved
Portfolio Performance 0.60.2 256 Thursday, January 12, 2023 Approved
Portfolio Performance 0.60.1 223 Friday, December 30, 2022 Approved
Portfolio Performance 0.60.0 184 Monday, December 19, 2022 Approved
Portfolio Performance 0.59.5 222 Monday, December 5, 2022 Approved
Portfolio Performance 0.59.4 208 Monday, November 21, 2022 Approved
Portfolio Performance 0.59.3 230 Monday, November 7, 2022 Approved
Portfolio Performance 0.59.2 272 Sunday, October 9, 2022 Approved
Portfolio Performance 0.59.1 309 Tuesday, August 23, 2022 Approved
Portfolio Performance 0.59.0 282 Monday, July 18, 2022 Approved
Portfolio Performance 0.58.5 223 Sunday, July 3, 2022 Approved
Portfolio Performance 0.58.4 275 Saturday, June 4, 2022 Approved
Portfolio Performance 0.58.3 171 Tuesday, May 31, 2022 Approved
Portfolio Performance 0.58.2 97 Tuesday, May 31, 2022 Approved
Portfolio Performance 0.58.1 103 Monday, May 30, 2022 Approved
Portfolio Performance 0.58.0 86 Monday, May 30, 2022 Approved
Portfolio Performance 0.57.2 292 Monday, April 18, 2022 Approved
Portfolio Performance 0.57.1 235 Tuesday, April 5, 2022 Approved
Portfolio Performance 0.57.0 143 Monday, April 4, 2022 Approved
Portfolio Performance 0.56.6 271 Sunday, March 6, 2022 Approved
Portfolio Performance 0.56.5 344 Sunday, February 6, 2022 Approved
Portfolio Performance 0.56.4 228 Monday, January 24, 2022 Approved
Portfolio Performance 0.56.3 266 Monday, January 10, 2022 Approved
Portfolio Performance 0.56.2 319 Friday, December 3, 2021 Approved
Portfolio Performance 0.56.1 233 Tuesday, November 23, 2021 Approved
Portfolio Performance 0.56.0 259 Monday, November 8, 2021 Approved
Portfolio Performance 0.55.0 313 Tuesday, September 21, 2021 Approved
Portfolio Performance 0.54.3 273 Sunday, August 15, 2021 Approved
Portfolio Performance 0.54.2 230 Thursday, July 29, 2021 Approved
Portfolio Performance 0.54.1 132 Tuesday, July 27, 2021 Approved
Portfolio Performance 0.54.0 180 Monday, July 19, 2021 Approved
Portfolio Performance 0.53.3 219 Monday, June 28, 2021 Approved
Portfolio Performance 0.53.2 182 Sunday, June 20, 2021 Approved
Portfolio Performance 0.53.1 166 Thursday, June 17, 2021 Approved
Portfolio Performance 0.53.0 153 Monday, June 14, 2021 Approved
Portfolio Performance 0.52.0 287 Monday, April 19, 2021 Approved
Portfolio Performance 0.51.3 233 Monday, March 29, 2021 Approved
Portfolio Performance 0.51.2 239 Monday, March 15, 2021 Approved
Portfolio Performance 0.51.1 208 Wednesday, March 3, 2021 Approved
Portfolio Performance 0.51.0 126 Tuesday, March 2, 2021 Approved
Portfolio Performance 0.50.4 242 Monday, February 8, 2021 Approved
Portfolio Performance 0.50.3 233 Monday, January 25, 2021 Approved
Portfolio Performance 0.50.2 199 Monday, January 18, 2021 Approved
Portfolio Performance 0.50.1 189 Wednesday, January 13, 2021 Approved
Portfolio Performance 0.50.0 154 Monday, January 11, 2021 Approved
Portfolio Performance 0.49.4 252 Monday, December 14, 2020 Approved
Portfolio Performance 0.49.3 205 Monday, November 30, 2020 Approved
Portfolio Performance 0.49.2 248 Sunday, November 8, 2020 Approved
Portfolio Performance 0.49.0 220 Sunday, October 25, 2020 Approved
Portfolio Performance 0.48.1 290 Thursday, September 3, 2020 Approved
Portfolio Performance 0.48.0 190 Tuesday, September 1, 2020 Approved
Portfolio Performance 0.47.0 268 Saturday, July 25, 2020 Approved
Portfolio Performance 0.46.6 241 Monday, June 29, 2020 Approved
Portfolio Performance 0.46.5 179 Monday, June 22, 2020 Approved
Portfolio Performance 0.46.3 248 Sunday, May 10, 2020 Approved
Portfolio Performance 0.46.2 148 Sunday, May 10, 2020 Approved
Portfolio Performance 0.46.1 256 Tuesday, April 14, 2020 Approved
Portfolio Performance 0.46.0 211 Thursday, April 2, 2020 Approved
Portfolio Performance 0.45.1 215 Wednesday, March 18, 2020 Approved
Portfolio Performance 0.45.0 204 Monday, March 16, 2020 Approved
Portfolio Performance 0.44.1 282 Monday, February 10, 2020 Approved
Portfolio Performance 0.44.0 186 Tuesday, January 21, 2020 Approved
Portfolio Performance 0.43.1 201 Tuesday, December 24, 2019 Approved
Portfolio Performance 0.43.0 187 Monday, December 2, 2019 Approved
Portfolio Performance 0.42.1 236 Thursday, October 3, 2019 Approved
Portfolio Performance 0.40.1 248 Saturday, July 13, 2019 Approved
Portfolio Performance 0.40.0 191 Monday, July 8, 2019 Approved
Portfolio Performance 0.39.2 207 Saturday, June 15, 2019 Approved
Portfolio Performance 0.39.1 260 Wednesday, April 24, 2019 Approved
Portfolio Performance 0.39.0 240 Friday, February 22, 2019 Approved
Portfolio Performance 0.35.1 269 Saturday, October 27, 2018 Approved
Portfolio Performance 0.35.0 282 Monday, October 15, 2018 Approved
Portfolio Performance 0.34.1 201 Tuesday, September 18, 2018 Approved
Portfolio Performance 0.34.0 234 Sunday, August 12, 2018 Approved
Portfolio Performance 0.33.1.20180717 277 Tuesday, July 17, 2018 Approved
Portfolio Performance 0.33.1.20180716 219 Monday, July 16, 2018 Approved
Portfolio Performance 0.33.1 248 Monday, July 16, 2018 Approved
Portfolio Performance 0.33.0 225 Monday, July 9, 2018 Approved
Portfolio Performance 0.32.0 266 Wednesday, June 13, 2018 Approved
Portfolio Performance 0.31.0 325 Monday, May 7, 2018 Approved
Portfolio Performance 0.30.1 277 Monday, April 23, 2018 Approved
Portfolio Performance 0.29.0 275 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.
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