Investment Portfolio Performance for Salesforce AppExchange
Investment Portfolio Performance is the #226 ranked dashboards and reports app on Salesforce, with a free plan available, as of Sep 12, 2026.
Investment Portfolio Performance is a Salesforce AppExchange app by Lovelytics, LLC.
AppRanks data: Investment Portfolio Performance ranks #226 in Dashboards And Reports on Salesforce AppExchange, placing it in the top 91% of that category.
AppRanks verdict
Generated from live marketplace data — refreshed daily
Investment Portfolio Performance is a newly-listed Salesforce app with a limited review volume. It is listed in the Dashboards And Reports category on Salesforce AppExchange, which AppRanks treats as the canonical taxonomy node for ranking and competitor comparison. no published reviews yet means feature claims are unverified by the wider merchant base. Without a published review base, the only fit-signal available is the developer's own documentation plus the marketplace's listing-quality audit (linked below). The free tier lets you trial the entry feature set without committing a payment method. AppRanks tracks rating, review count, pricing tier, and category position daily — the figures on this page reflect the most recent scrape from the canonical Salesforce AppExchange listing.
Pros
- +Free tier available — no card required to evaluate
- +Published by Lovelytics, LLC — established developer track record
Cons
- −No public reviews yet — fit and reliability are unverified
Looking to switch from Investment Portfolio Performance?
See Investment Portfolio Performance's alternatives ranked by audit score, rating, and review velocity.
About Investment Portfolio Performance
How Investment Portfolio Performance works
The Accelerator for Investment Portfolio Performance enables a Fund Manager to review a Fund’s performance over time--as well as to drill down into an individual company’s metrics. Fund Managers can get a grasp on key metrics like a company’s Sales and EBITDA over time, or they can gain qualitative information, like value drivers and a company’s analytical journey through these dashboards. Designed and created by a Tableau Ambassador, this accelerator uses visual best practices and expert-level user design that are tailored to Financial Services and Private Equity decision makers.
Key features
- - What is a Company’s Sales and EBITDA over time? - What is the valuation of each company within a Fund and how has that changed over time? - What is a Fund’s Committed Capital and what is the quarterly rate of return?
Category rankings
As of Sep 13, 2026- Dashboards And Reports#226of 249Top 91%
- Finance#518of 546Top 95%
- Analytics#619of 926Top 67%
See 90-day rank history for each category
Track daily rank changes, category shifts, and position volatility.
Keyword rankings
Investment Portfolio Performance ranks for 3 keywords across Salesforce AppExchange. Here are the top 3:
- Rank #10
- 2.fundingRank #10
- Rank #11
Competitors & alternatives
Investment Portfolio Performance doesn't have curated competitor matchups yet. Other tracked dashboards and reports apps on Salesforce:
Frequently asked questions
What is Investment Portfolio Performance?
Investment Portfolio Performance is an app for Salesforce. It is published on Salesforce AppExchange and tracked by AppRanks, and it has been listed on the marketplace since 2023. It is listed under the Dashboards And Reports category on AppRanks, where you can see its current category position, review-velocity trend, and how it compares against the top alternatives in the same space. Developed by Lovelytics, LLC.
Is Investment Portfolio Performance free?
Investment Portfolio Performance offers a free plan that merchants can install on Salesforce without entering payment details. Pricing details on this page are mirrored from the live Salesforce listing and refresh on each scrape cycle.
Who uses Investment Portfolio Performance?
Investment Portfolio Performance is actively installed across Salesforce stores tracked by AppRanks. Its review base is still building, which usually maps to early-stage merchants and stores piloting a new workflow. It is part of the Dashboards And Reports category on Salesforce.
Where does Investment Portfolio Performance rank on Salesforce?
Investment Portfolio Performance currently sits at position #226 in the Dashboards And Reports category on Salesforce. That places it in the top 91% of 249 apps tracked in the same category. Category positions are read from the live marketplace ranking and refresh on each scrape, so the number you see here reflects the most recent crawl rather than a long-running average.
What does Investment Portfolio Performance integrate with?
Investment Portfolio Performance lists 4 integrations on its Salesforce marketplace page. The most prominent are Tableau, Tableau Server, Tableau Cloud, Tableau. Integration data is mirrored from the live Salesforce listing on each refresh, so the set above tracks whatever the developer has currently published — it does not reflect deeper compatibility AppRanks has not been able to verify from public data.