Chocolatey Community Coffee Break

Join the Chocolatey Team on our regular monthly stream where we discuss all things Community, what we do, how you can get involved and answer your Chocolatey questions.

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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.

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Announcing Chocolatey Central Management 0.10.0

Livestream from
Thursday, 06 October 2022

We recently released our largest update to Chocolatey Central Management so far. Join Gary and Steph to find out more about Chocolatey Central Management and the new features and fixes we've added to this release.

Watch On-Demand
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!

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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.

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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.

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Chocolatey Product Spotlight: Chocolatey 1.2.0 and Chocolatey Licensed Extension 5.0.0

Livestream from
Thursday, 03 November 2022

Join Paul and Gary for this months Chocolatey product livestream where we look at the latest release of Chocolatey 1.2.0, Chocolatey Licensed Extension 5.0.0 and shine a spotlight on the new hook scripts functionality. This opens up so many possibilities for Chocolatey CLI users!

Watch On-Demand
Chocolatey Coding Livestream

Livestream from
Tuesday, 29 November 2022

Join Josh as he adds the ability to manage Chocolatey GUI config and features with the Chocolatey Ansible Collection.

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Introduction into Chocolatey with Veeam

Webinar from
Tuesday, 13 December 2022

Join Gary, Paul, and Maurice as they introduce and demonstrate how to use Chocolatey! Questions will be answered live in an Ask Me Anything format.

Watch On-Demand

Downloads:

18,536

Downloads of v 0.45.1:

186

Last Update:

18 Mar 2020

Package Maintainer(s):

Software Author(s):

  • Andreas Buchen

Tags:

finance stocks portfolio-performance

Portfolio Performance

This is not the latest version of Portfolio Performance available.

  • 1
  • 2
  • 3

0.45.1 | Updated: 18 Mar 2020

Downloads:

18,536

Downloads of v 0.45.1:

186

Maintainer(s):

Software Author(s):

  • Andreas Buchen

Portfolio Performance 0.45.1

This is not the latest version of Portfolio Performance available.

  • 1
  • 2
  • 3

Some Checks Have Failed or Are Not Yet Complete

Not All Tests Have Passed


Validation Testing Passed


Verification Testing Passed

Details

Scan Testing Resulted in Flagged:

This package was submitted (and approved) prior to automated virus scanning integration into the package moderation processs.

We recommend clicking the "Details" link to make your own decision on installing this package.

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'" --version="'0.45.1'" [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'" --version="'0.45.1'" 
$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: '0.45.1'
    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  '0.45.1'
end

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


cChocoPackageInstaller portfolio
{
    Name     = "portfolio"
    Version  = "0.45.1"
    Source   = "INTERNAL REPO URL"
}

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


package { 'portfolio':
  ensure   => '0.45.1',
  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 18 Mar 2020.

Description

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


tools\chocolateyUninstall.ps1
$ErrorActionPreference = 'Stop'

Remove-Item "$([Environment]::GetFolderPath('CommonStartMenu'))\Programs\PortfolioPerformance.lnk"
tools\chocolateyInstall.ps1
$ErrorActionPreference = 'Stop'

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

$packageArgs = @{
    packageName    = 'portfolio'
    url64bit       = 'https://github.com/buchen/portfolio/releases/download/0.45.1/PortfolioPerformance-distro-0.45.1-win32.win32.x86_64.zip'
    checksum64     = '1ccf367e1ec301ad16071a338ab2eebde90089dc29d6df075418e5e4798491f7'
    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"

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 0.65.2 12 Monday, September 4, 2023 Approved
Portfolio Performance 0.65.1 198 Tuesday, August 15, 2023 Approved
Portfolio Performance 0.65.0 38 Monday, August 14, 2023 Approved
Portfolio Performance 0.64.5 205 Monday, July 24, 2023 Approved
Portfolio Performance 0.64.4 122 Saturday, July 15, 2023 Approved
Portfolio Performance 0.64.3 32 Saturday, July 15, 2023 Approved
Portfolio Performance 0.64.2 20 Saturday, July 15, 2023 Approved
Portfolio Performance 0.64.1 193 Monday, June 26, 2023 Approved
Portfolio Performance 0.64.0 188 Saturday, June 17, 2023 Approved
Portfolio Performance 0.63.1 173 Monday, June 5, 2023 Approved
Portfolio Performance 0.62.1 249 Monday, May 8, 2023 Approved
Portfolio Performance 0.62.0 239 Sunday, April 2, 2023 Approved
Portfolio Performance 0.61.4 208 Wednesday, March 15, 2023 Approved
Portfolio Performance 0.61.3 195 Saturday, February 25, 2023 Approved
Portfolio Performance 0.61.1 110 Wednesday, February 22, 2023 Approved
Portfolio Performance 0.61.0 192 Monday, February 6, 2023 Approved
Portfolio Performance 0.60.2 225 Thursday, January 12, 2023 Approved
Portfolio Performance 0.60.1 194 Friday, December 30, 2022 Approved
Portfolio Performance 0.60.0 160 Monday, December 19, 2022 Approved
Portfolio Performance 0.59.5 189 Monday, December 5, 2022 Approved
Portfolio Performance 0.59.4 184 Monday, November 21, 2022 Approved
Portfolio Performance 0.59.3 201 Monday, November 7, 2022 Approved
Portfolio Performance 0.59.2 245 Sunday, October 9, 2022 Approved
Portfolio Performance 0.59.1 284 Tuesday, August 23, 2022 Approved
Portfolio Performance 0.59.0 254 Monday, July 18, 2022 Approved
Portfolio Performance 0.58.5 200 Sunday, July 3, 2022 Approved
Portfolio Performance 0.58.4 246 Saturday, June 4, 2022 Approved
Portfolio Performance 0.58.3 139 Tuesday, May 31, 2022 Approved
Portfolio Performance 0.58.2 69 Tuesday, May 31, 2022 Approved
Portfolio Performance 0.58.1 75 Monday, May 30, 2022 Approved
Portfolio Performance 0.58.0 53 Monday, May 30, 2022 Approved
Portfolio Performance 0.57.2 267 Monday, April 18, 2022 Approved
Portfolio Performance 0.57.1 205 Tuesday, April 5, 2022 Approved
Portfolio Performance 0.57.0 111 Monday, April 4, 2022 Approved
Portfolio Performance 0.56.6 241 Sunday, March 6, 2022 Approved
Portfolio Performance 0.56.5 315 Sunday, February 6, 2022 Approved
Portfolio Performance 0.56.4 199 Monday, January 24, 2022 Approved
Portfolio Performance 0.56.3 231 Monday, January 10, 2022 Approved
Portfolio Performance 0.56.2 289 Friday, December 3, 2021 Approved
Portfolio Performance 0.56.1 207 Tuesday, November 23, 2021 Approved
Portfolio Performance 0.56.0 226 Monday, November 8, 2021 Approved
Portfolio Performance 0.55.0 285 Tuesday, September 21, 2021 Approved
Portfolio Performance 0.54.3 247 Sunday, August 15, 2021 Approved
Portfolio Performance 0.54.2 202 Thursday, July 29, 2021 Approved
Portfolio Performance 0.54.1 110 Tuesday, July 27, 2021 Approved
Portfolio Performance 0.54.0 157 Monday, July 19, 2021 Approved
Portfolio Performance 0.53.3 192 Monday, June 28, 2021 Approved
Portfolio Performance 0.53.2 150 Sunday, June 20, 2021 Approved
Portfolio Performance 0.53.1 141 Thursday, June 17, 2021 Approved
Portfolio Performance 0.53.0 124 Monday, June 14, 2021 Approved
Portfolio Performance 0.52.0 260 Monday, April 19, 2021 Approved
Portfolio Performance 0.51.3 204 Monday, March 29, 2021 Approved
Portfolio Performance 0.51.2 211 Monday, March 15, 2021 Approved
Portfolio Performance 0.51.1 182 Wednesday, March 3, 2021 Approved
Portfolio Performance 0.51.0 98 Tuesday, March 2, 2021 Approved
Portfolio Performance 0.50.4 215 Monday, February 8, 2021 Approved
Portfolio Performance 0.50.3 205 Monday, January 25, 2021 Approved
Portfolio Performance 0.50.2 168 Monday, January 18, 2021 Approved
Portfolio Performance 0.50.1 154 Wednesday, January 13, 2021 Approved
Portfolio Performance 0.50.0 125 Monday, January 11, 2021 Approved
Portfolio Performance 0.49.4 229 Monday, December 14, 2020 Approved
Portfolio Performance 0.49.3 176 Monday, November 30, 2020 Approved
Portfolio Performance 0.49.2 214 Sunday, November 8, 2020 Approved
Portfolio Performance 0.49.0 187 Sunday, October 25, 2020 Approved
Portfolio Performance 0.48.1 257 Thursday, September 3, 2020 Approved
Portfolio Performance 0.48.0 162 Tuesday, September 1, 2020 Approved
Portfolio Performance 0.47.0 239 Saturday, July 25, 2020 Approved
Portfolio Performance 0.46.6 202 Monday, June 29, 2020 Approved
Portfolio Performance 0.46.5 147 Monday, June 22, 2020 Approved
Portfolio Performance 0.46.3 216 Sunday, May 10, 2020 Approved
Portfolio Performance 0.46.2 124 Sunday, May 10, 2020 Approved
Portfolio Performance 0.46.1 222 Tuesday, April 14, 2020 Approved
Portfolio Performance 0.46.0 181 Thursday, April 2, 2020 Approved
Portfolio Performance 0.45.1 186 Wednesday, March 18, 2020 Approved
Portfolio Performance 0.45.0 173 Monday, March 16, 2020 Approved
Portfolio Performance 0.44.1 243 Monday, February 10, 2020 Approved
Portfolio Performance 0.44.0 150 Tuesday, January 21, 2020 Approved
Portfolio Performance 0.43.1 167 Tuesday, December 24, 2019 Approved
Portfolio Performance 0.43.0 156 Monday, December 2, 2019 Approved
Portfolio Performance 0.42.1 199 Thursday, October 3, 2019 Approved
Portfolio Performance 0.40.1 209 Saturday, July 13, 2019 Approved
Portfolio Performance 0.40.0 154 Monday, July 8, 2019 Approved
Portfolio Performance 0.39.2 174 Saturday, June 15, 2019 Approved
Portfolio Performance 0.39.1 227 Wednesday, April 24, 2019 Approved
Portfolio Performance 0.39.0 204 Friday, February 22, 2019 Approved
Portfolio Performance 0.35.1 233 Saturday, October 27, 2018 Approved
Portfolio Performance 0.35.0 237 Monday, October 15, 2018 Approved
Portfolio Performance 0.34.1 168 Tuesday, September 18, 2018 Approved
Portfolio Performance 0.34.0 203 Sunday, August 12, 2018 Approved
Portfolio Performance 0.33.1.20180717 247 Tuesday, July 17, 2018 Approved
Portfolio Performance 0.33.1.20180716 185 Monday, July 16, 2018 Approved
Portfolio Performance 0.33.1 210 Monday, July 16, 2018 Approved
Portfolio Performance 0.33.0 187 Monday, July 9, 2018 Approved
Portfolio Performance 0.32.0 230 Wednesday, June 13, 2018 Approved
Portfolio Performance 0.31.0 293 Monday, May 7, 2018 Approved
Portfolio Performance 0.30.1 249 Monday, April 23, 2018 Approved
Portfolio Performance 0.29.0 238 Friday, April 20, 2018 Approved
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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