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!

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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:

19,621

Downloads of v 0.64.0:

195

Last Update:

17 Jun 2023

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

0.64.0 | Updated: 17 Jun 2023

Downloads:

19,621

Downloads of v 0.64.0:

195

Maintainer(s):

Software Author(s):

  • Andreas Buchen

Portfolio Performance 0.64.0

This is not the latest version of Portfolio Performance available.

  • 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'" --version="'0.64.0'" [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="'0.64.0'" 
$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: '0.64.0'
    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  '0.64.0'
end

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


cChocoPackageInstaller portfolio
{
    Name     = "portfolio"
    Version  = "0.64.0"
    Source   = "INTERNAL REPO URL"
}

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


package { 'portfolio':
  ensure   => '0.64.0',
  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 17 Jun 2023.

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/0.64.0/PortfolioPerformance-distro-0.64.0-win32.win32.x86_64.zip'
    checksum64     = '5ed3a93e6de6ed0c51e6e98df1a821db5be56149bdceb9ecd40d80dc592b2c35'
    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 0.65.5 140 Saturday, November 4, 2023 Approved
Portfolio Performance 0.65.4 221 Saturday, October 7, 2023 Approved
Portfolio Performance 0.65.3 242 Monday, September 4, 2023 Approved
Portfolio Performance 0.65.2 18 Monday, September 4, 2023 Approved
Portfolio Performance 0.65.1 205 Tuesday, August 15, 2023 Approved
Portfolio Performance 0.65.0 44 Monday, August 14, 2023 Approved
Portfolio Performance 0.64.5 210 Monday, July 24, 2023 Approved
Portfolio Performance 0.64.4 127 Saturday, July 15, 2023 Approved
Portfolio Performance 0.64.3 39 Saturday, July 15, 2023 Approved
Portfolio Performance 0.64.2 28 Saturday, July 15, 2023 Approved
Portfolio Performance 0.64.1 194 Monday, June 26, 2023 Approved
Portfolio Performance 0.64.0 195 Saturday, June 17, 2023 Approved
Portfolio Performance 0.63.1 176 Monday, June 5, 2023 Approved
Portfolio Performance 0.62.1 254 Monday, May 8, 2023 Approved
Portfolio Performance 0.62.0 245 Sunday, April 2, 2023 Approved
Portfolio Performance 0.61.4 214 Wednesday, March 15, 2023 Approved
Portfolio Performance 0.61.3 199 Saturday, February 25, 2023 Approved
Portfolio Performance 0.61.1 115 Wednesday, February 22, 2023 Approved
Portfolio Performance 0.61.0 198 Monday, February 6, 2023 Approved
Portfolio Performance 0.60.2 230 Thursday, January 12, 2023 Approved
Portfolio Performance 0.60.1 198 Friday, December 30, 2022 Approved
Portfolio Performance 0.60.0 165 Monday, December 19, 2022 Approved
Portfolio Performance 0.59.5 193 Monday, December 5, 2022 Approved
Portfolio Performance 0.59.4 189 Monday, November 21, 2022 Approved
Portfolio Performance 0.59.3 206 Monday, November 7, 2022 Approved
Portfolio Performance 0.59.2 249 Sunday, October 9, 2022 Approved
Portfolio Performance 0.59.1 289 Tuesday, August 23, 2022 Approved
Portfolio Performance 0.59.0 256 Monday, July 18, 2022 Approved
Portfolio Performance 0.58.5 201 Sunday, July 3, 2022 Approved
Portfolio Performance 0.58.4 254 Saturday, June 4, 2022 Approved
Portfolio Performance 0.58.3 143 Tuesday, May 31, 2022 Approved
Portfolio Performance 0.58.2 74 Tuesday, May 31, 2022 Approved
Portfolio Performance 0.58.1 78 Monday, May 30, 2022 Approved
Portfolio Performance 0.58.0 60 Monday, May 30, 2022 Approved
Portfolio Performance 0.57.2 275 Monday, April 18, 2022 Approved
Portfolio Performance 0.57.1 210 Tuesday, April 5, 2022 Approved
Portfolio Performance 0.57.0 117 Monday, April 4, 2022 Approved
Portfolio Performance 0.56.6 245 Sunday, March 6, 2022 Approved
Portfolio Performance 0.56.5 319 Sunday, February 6, 2022 Approved
Portfolio Performance 0.56.4 203 Monday, January 24, 2022 Approved
Portfolio Performance 0.56.3 239 Monday, January 10, 2022 Approved
Portfolio Performance 0.56.2 295 Friday, December 3, 2021 Approved
Portfolio Performance 0.56.1 210 Tuesday, November 23, 2021 Approved
Portfolio Performance 0.56.0 229 Monday, November 8, 2021 Approved
Portfolio Performance 0.55.0 291 Tuesday, September 21, 2021 Approved
Portfolio Performance 0.54.3 250 Sunday, August 15, 2021 Approved
Portfolio Performance 0.54.2 205 Thursday, July 29, 2021 Approved
Portfolio Performance 0.54.1 111 Tuesday, July 27, 2021 Approved
Portfolio Performance 0.54.0 160 Monday, July 19, 2021 Approved
Portfolio Performance 0.53.3 196 Monday, June 28, 2021 Approved
Portfolio Performance 0.53.2 155 Sunday, June 20, 2021 Approved
Portfolio Performance 0.53.1 143 Thursday, June 17, 2021 Approved
Portfolio Performance 0.53.0 129 Monday, June 14, 2021 Approved
Portfolio Performance 0.52.0 267 Monday, April 19, 2021 Approved
Portfolio Performance 0.51.3 208 Monday, March 29, 2021 Approved
Portfolio Performance 0.51.2 218 Monday, March 15, 2021 Approved
Portfolio Performance 0.51.1 186 Wednesday, March 3, 2021 Approved
Portfolio Performance 0.51.0 108 Tuesday, March 2, 2021 Approved
Portfolio Performance 0.50.4 221 Monday, February 8, 2021 Approved
Portfolio Performance 0.50.3 209 Monday, January 25, 2021 Approved
Portfolio Performance 0.50.2 169 Monday, January 18, 2021 Approved
Portfolio Performance 0.50.1 160 Wednesday, January 13, 2021 Approved
Portfolio Performance 0.50.0 131 Monday, January 11, 2021 Approved
Portfolio Performance 0.49.4 232 Monday, December 14, 2020 Approved
Portfolio Performance 0.49.3 180 Monday, November 30, 2020 Approved
Portfolio Performance 0.49.2 219 Sunday, November 8, 2020 Approved
Portfolio Performance 0.49.0 192 Sunday, October 25, 2020 Approved
Portfolio Performance 0.48.1 263 Thursday, September 3, 2020 Approved
Portfolio Performance 0.48.0 168 Tuesday, September 1, 2020 Approved
Portfolio Performance 0.47.0 245 Saturday, July 25, 2020 Approved
Portfolio Performance 0.46.6 209 Monday, June 29, 2020 Approved
Portfolio Performance 0.46.5 151 Monday, June 22, 2020 Approved
Portfolio Performance 0.46.3 221 Sunday, May 10, 2020 Approved
Portfolio Performance 0.46.2 128 Sunday, May 10, 2020 Approved
Portfolio Performance 0.46.1 227 Tuesday, April 14, 2020 Approved
Portfolio Performance 0.46.0 184 Thursday, April 2, 2020 Approved
Portfolio Performance 0.45.1 191 Wednesday, March 18, 2020 Approved
Portfolio Performance 0.45.0 176 Monday, March 16, 2020 Approved
Portfolio Performance 0.44.1 247 Monday, February 10, 2020 Approved
Portfolio Performance 0.44.0 157 Tuesday, January 21, 2020 Approved
Portfolio Performance 0.43.1 174 Tuesday, December 24, 2019 Approved
Portfolio Performance 0.43.0 160 Monday, December 2, 2019 Approved
Portfolio Performance 0.42.1 201 Thursday, October 3, 2019 Approved
Portfolio Performance 0.40.1 214 Saturday, July 13, 2019 Approved
Portfolio Performance 0.40.0 160 Monday, July 8, 2019 Approved
Portfolio Performance 0.39.2 181 Saturday, June 15, 2019 Approved
Portfolio Performance 0.39.1 230 Wednesday, April 24, 2019 Approved
Portfolio Performance 0.39.0 211 Friday, February 22, 2019 Approved
Portfolio Performance 0.35.1 237 Saturday, October 27, 2018 Approved
Portfolio Performance 0.35.0 246 Monday, October 15, 2018 Approved
Portfolio Performance 0.34.1 173 Tuesday, September 18, 2018 Approved
Portfolio Performance 0.34.0 211 Sunday, August 12, 2018 Approved
Portfolio Performance 0.33.1.20180717 251 Tuesday, July 17, 2018 Approved
Portfolio Performance 0.33.1.20180716 189 Monday, July 16, 2018 Approved
Portfolio Performance 0.33.1 215 Monday, July 16, 2018 Approved
Portfolio Performance 0.33.0 192 Monday, July 9, 2018 Approved
Portfolio Performance 0.32.0 237 Wednesday, June 13, 2018 Approved
Portfolio Performance 0.31.0 301 Monday, May 7, 2018 Approved
Portfolio Performance 0.30.1 252 Monday, April 23, 2018 Approved
Portfolio Performance 0.29.0 244 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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