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Anantys vs Portfolio Trader
A side-by-side feature comparison.
| Feature | Anantys | Portfolio Trader |
|---|---|---|
| Pricing | Freemium | Freemium |
| Tracking & data | ||
| Manual entry | Yes | Yes |
| CSV / broker import. Import holdings and transactions from broker or exchange CSV files. | Yes | Yes |
| Automatic bank/broker sync. Connects to your bank or broker to pull holdings in automatically. | Yes | Not supported |
| Multi-asset | Yes | Partial |
| Multi-currency | Yes | Yes |
| Dividend tracking | Yes | Yes |
| Dividend/income forecast. Projects future dividend income and shows an income calendar. | Not supported | Not supported |
| Tax reports | Not supported | Not supported |
| Analysis & insights | ||
| AI portfolio analysis | Yes | Not supported |
| AI asset & market analysis. AI commentary on individual holdings and market context, not just the whole portfolio. | Partial | Not supported |
| Portfolio health score. A single score rating diversification, concentration and other portfolio-health signals. | Yes | Not supported |
| Rebalancing & drift. Shows how far your allocation has drifted from target and how to correct it. | Partial | Not supported |
| Goal & time-to-goal | —Not verified | Not supported |
| Custom groupings / tags. Group holdings by your own dimensions (e.g. strategy, theme), not just asset class. | Not supported | Not supported |
| Return method (TWR/MWR). True time-weighted (TWR) and money-weighted (MWR/XIRR) return — not just a simple % change. | —Not verified | Yes |
| Benchmark & alpha. Compare returns against a benchmark, including alpha. | Yes | Yes |
| Backtesting & scenarios. Test a portfolio against historical data or run scenario simulations. | —Not verified | Not supported |
| Access & pricing | ||
| Free tier | Yes | Yes |
| No account linking required. Works without connecting a bank login or aggregator. | Yes | Yes |
| Open source | Not supported | Not supported |
| Self-hostable | Not supported | Not supported |
| Public API | —Not verified | Not supported |
| Platform & reach | ||
| Mobile app | Partial | Yes |
| Multi-language | Yes | Yes |
| Community & extras | ||
| Public / social portfolios. Share your portfolio publicly and follow other investors. | —Not verified | Not supported |
| AI portfolio roast. A shareable AI roast: a frank critique of a portfolio. | Not supported | Not supported |
LegendSupportedPartial / limitedChecked — not availableNot verified yet
Anantys
Freemium
French multi-asset portfolio tracker with automatic DSP2 bank sync and an AI copilot that scores your holdings out of 100.
Portfolio Trader
Freemium
Native Apple portfolio tracker with both MWR and TWR, cost-basis accounting and a one-time purchase.
We list competitors alongside our own product and link to their official sites. Comparisons are written to be honest — including where another tool beats PortfolioGlance. Details like pricing change; always check the official site.