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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:

24,537

Downloads of v 0.65.1:

218

Last Update:

15 Aug 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.

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0.65.1 | Updated: 15 Aug 2023

Downloads:

24,537

Downloads of v 0.65.1:

218

Maintainer(s):

Software Author(s):

  • Andreas Buchen

Portfolio Performance 0.65.1

This is not the latest version of Portfolio Performance available.

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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  • 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="'0.65.1'" [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="'0.65.1'" 
$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: '0.65.1'
    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  '0.65.1'
end

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


cChocoPackageInstaller portfolio
{
    Name     = "portfolio"
    Version  = "0.65.1"
    Source   = "INTERNAL REPO URL"
}

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


package { 'portfolio':
  ensure   => '0.65.1',
  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 15 Aug 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/0.65.1/PortfolioPerformance-distro-0.65.1-win32.win32.x86_64.zip'
    checksum64     = '73606e42fa35a527492c1dc1a009530d35cd4f871ca52264c3a0d4ae8ebd884d'
    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 0.71.0 153 Monday, September 23, 2024 Approved
Portfolio Performance 0.70.4 191 Monday, August 26, 2024 Approved
Portfolio Performance 0.70.3 192 Tuesday, August 6, 2024 Approved
Portfolio Performance 0.70.2 51 Monday, August 5, 2024 Approved
Portfolio Performance 0.69.1 206 Monday, July 8, 2024 Approved
Portfolio Performance 0.69.0 214 Thursday, June 13, 2024 Approved
Portfolio Performance 0.68.4 246 Monday, April 29, 2024 Approved
Portfolio Performance 0.68.3 240 Monday, March 25, 2024 Approved
Portfolio Performance 0.68.2 169 Thursday, March 14, 2024 Approved
Portfolio Performance 0.68.1 128 Sunday, March 10, 2024 Approved
Portfolio Performance 0.68.0 49 Saturday, March 9, 2024 Approved
Portfolio Performance 0.67.3 261 Friday, February 2, 2024 Approved
Portfolio Performance 0.67.2 112 Monday, January 29, 2024 Approved
Portfolio Performance 0.67.1 204 Tuesday, January 9, 2024 Approved
Portfolio Performance 0.67.0 171 Saturday, December 30, 2023 Approved
Portfolio Performance 0.66.2 216 Thursday, December 14, 2023 Approved
Portfolio Performance 0.66.1 47 Wednesday, December 13, 2023 Approved
Portfolio Performance 0.65.6 265 Saturday, November 11, 2023 Approved
Portfolio Performance 0.65.5 158 Saturday, November 4, 2023 Approved
Portfolio Performance 0.65.4 239 Saturday, October 7, 2023 Approved
Portfolio Performance 0.65.3 267 Monday, September 4, 2023 Approved
Portfolio Performance 0.65.2 36 Monday, September 4, 2023 Approved
Portfolio Performance 0.65.1 218 Tuesday, August 15, 2023 Approved
Portfolio Performance 0.65.0 60 Monday, August 14, 2023 Approved
Portfolio Performance 0.64.5 227 Monday, July 24, 2023 Approved
Portfolio Performance 0.64.4 142 Saturday, July 15, 2023 Approved
Portfolio Performance 0.64.3 59 Saturday, July 15, 2023 Approved
Portfolio Performance 0.64.2 53 Saturday, July 15, 2023 Approved
Portfolio Performance 0.64.1 211 Monday, June 26, 2023 Approved
Portfolio Performance 0.64.0 212 Saturday, June 17, 2023 Approved
Portfolio Performance 0.63.1 198 Monday, June 5, 2023 Approved
Portfolio Performance 0.62.1 271 Monday, May 8, 2023 Approved
Portfolio Performance 0.62.0 264 Sunday, April 2, 2023 Approved
Portfolio Performance 0.61.4 231 Wednesday, March 15, 2023 Approved
Portfolio Performance 0.61.3 220 Saturday, February 25, 2023 Approved
Portfolio Performance 0.61.1 136 Wednesday, February 22, 2023 Approved
Portfolio Performance 0.61.0 220 Monday, February 6, 2023 Approved
Portfolio Performance 0.60.2 248 Thursday, January 12, 2023 Approved
Portfolio Performance 0.60.1 217 Friday, December 30, 2022 Approved
Portfolio Performance 0.60.0 180 Monday, December 19, 2022 Approved
Portfolio Performance 0.59.5 214 Monday, December 5, 2022 Approved
Portfolio Performance 0.59.4 205 Monday, November 21, 2022 Approved
Portfolio Performance 0.59.3 223 Monday, November 7, 2022 Approved
Portfolio Performance 0.59.2 270 Sunday, October 9, 2022 Approved
Portfolio Performance 0.59.1 306 Tuesday, August 23, 2022 Approved
Portfolio Performance 0.59.0 277 Monday, July 18, 2022 Approved
Portfolio Performance 0.58.5 216 Sunday, July 3, 2022 Approved
Portfolio Performance 0.58.4 272 Saturday, June 4, 2022 Approved
Portfolio Performance 0.58.3 167 Tuesday, May 31, 2022 Approved
Portfolio Performance 0.58.2 93 Tuesday, May 31, 2022 Approved
Portfolio Performance 0.58.1 98 Monday, May 30, 2022 Approved
Portfolio Performance 0.58.0 78 Monday, May 30, 2022 Approved
Portfolio Performance 0.57.2 289 Monday, April 18, 2022 Approved
Portfolio Performance 0.57.1 231 Tuesday, April 5, 2022 Approved
Portfolio Performance 0.57.0 137 Monday, April 4, 2022 Approved
Portfolio Performance 0.56.6 267 Sunday, March 6, 2022 Approved
Portfolio Performance 0.56.5 337 Sunday, February 6, 2022 Approved
Portfolio Performance 0.56.4 220 Monday, January 24, 2022 Approved
Portfolio Performance 0.56.3 261 Monday, January 10, 2022 Approved
Portfolio Performance 0.56.2 311 Friday, December 3, 2021 Approved
Portfolio Performance 0.56.1 229 Tuesday, November 23, 2021 Approved
Portfolio Performance 0.56.0 252 Monday, November 8, 2021 Approved
Portfolio Performance 0.55.0 308 Tuesday, September 21, 2021 Approved
Portfolio Performance 0.54.3 267 Sunday, August 15, 2021 Approved
Portfolio Performance 0.54.2 223 Thursday, July 29, 2021 Approved
Portfolio Performance 0.54.1 130 Tuesday, July 27, 2021 Approved
Portfolio Performance 0.54.0 176 Monday, July 19, 2021 Approved
Portfolio Performance 0.53.3 214 Monday, June 28, 2021 Approved
Portfolio Performance 0.53.2 176 Sunday, June 20, 2021 Approved
Portfolio Performance 0.53.1 160 Thursday, June 17, 2021 Approved
Portfolio Performance 0.53.0 145 Monday, June 14, 2021 Approved
Portfolio Performance 0.52.0 284 Monday, April 19, 2021 Approved
Portfolio Performance 0.51.3 224 Monday, March 29, 2021 Approved
Portfolio Performance 0.51.2 235 Monday, March 15, 2021 Approved
Portfolio Performance 0.51.1 202 Wednesday, March 3, 2021 Approved
Portfolio Performance 0.51.0 125 Tuesday, March 2, 2021 Approved
Portfolio Performance 0.50.4 237 Monday, February 8, 2021 Approved
Portfolio Performance 0.50.3 227 Monday, January 25, 2021 Approved
Portfolio Performance 0.50.2 192 Monday, January 18, 2021 Approved
Portfolio Performance 0.50.1 181 Wednesday, January 13, 2021 Approved
Portfolio Performance 0.50.0 147 Monday, January 11, 2021 Approved
Portfolio Performance 0.49.4 251 Monday, December 14, 2020 Approved
Portfolio Performance 0.49.3 200 Monday, November 30, 2020 Approved
Portfolio Performance 0.49.2 241 Sunday, November 8, 2020 Approved
Portfolio Performance 0.49.0 214 Sunday, October 25, 2020 Approved
Portfolio Performance 0.48.1 279 Thursday, September 3, 2020 Approved
Portfolio Performance 0.48.0 188 Tuesday, September 1, 2020 Approved
Portfolio Performance 0.47.0 263 Saturday, July 25, 2020 Approved
Portfolio Performance 0.46.6 234 Monday, June 29, 2020 Approved
Portfolio Performance 0.46.5 172 Monday, June 22, 2020 Approved
Portfolio Performance 0.46.3 246 Sunday, May 10, 2020 Approved
Portfolio Performance 0.46.2 145 Sunday, May 10, 2020 Approved
Portfolio Performance 0.46.1 249 Tuesday, April 14, 2020 Approved
Portfolio Performance 0.46.0 207 Thursday, April 2, 2020 Approved
Portfolio Performance 0.45.1 210 Wednesday, March 18, 2020 Approved
Portfolio Performance 0.45.0 196 Monday, March 16, 2020 Approved
Portfolio Performance 0.44.1 269 Monday, February 10, 2020 Approved
Portfolio Performance 0.44.0 180 Tuesday, January 21, 2020 Approved
Portfolio Performance 0.43.1 193 Tuesday, December 24, 2019 Approved
Portfolio Performance 0.43.0 182 Monday, December 2, 2019 Approved
Portfolio Performance 0.42.1 233 Thursday, October 3, 2019 Approved
Portfolio Performance 0.40.1 240 Saturday, July 13, 2019 Approved
Portfolio Performance 0.40.0 183 Monday, July 8, 2019 Approved
Portfolio Performance 0.39.2 202 Saturday, June 15, 2019 Approved
Portfolio Performance 0.39.1 257 Wednesday, April 24, 2019 Approved
Portfolio Performance 0.39.0 235 Friday, February 22, 2019 Approved
Portfolio Performance 0.35.1 259 Saturday, October 27, 2018 Approved
Portfolio Performance 0.35.0 274 Monday, October 15, 2018 Approved
Portfolio Performance 0.34.1 194 Tuesday, September 18, 2018 Approved
Portfolio Performance 0.34.0 228 Sunday, August 12, 2018 Approved
Portfolio Performance 0.33.1.20180717 273 Tuesday, July 17, 2018 Approved
Portfolio Performance 0.33.1.20180716 210 Monday, July 16, 2018 Approved
Portfolio Performance 0.33.1 242 Monday, July 16, 2018 Approved
Portfolio Performance 0.33.0 218 Monday, July 9, 2018 Approved
Portfolio Performance 0.32.0 260 Wednesday, June 13, 2018 Approved
Portfolio Performance 0.31.0 320 Monday, May 7, 2018 Approved
Portfolio Performance 0.30.1 271 Monday, April 23, 2018 Approved
Portfolio Performance 0.29.0 267 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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