Early accessImproving daily
Back to directory

Investbrain vs Portfolio Trader

A side-by-side feature comparison. Details like pricing change — check each tool's official site.

FeatureInvestbrainPortfolio Trader
PricingFreeFreemium
Tracking & data
Manual entryYesYes
CSV / broker importPartialYes
Automatic bank/broker syncNot supportedNot supported
Multi-assetNot supportedPartial
Multi-currencyYesYes
Dividend trackingYesYes
Dividend/income forecastNot supportedNot supported
Tax reportsNot supportedNot supported
Analysis & insights
AI portfolio analysisYesNot supported
AI asset & market analysisPartialNot supported
Portfolio health scoreNot supportedNot supported
Rebalancing & driftNot supportedNot supported
Goal & time-to-goalNot supportedNot supported
Custom groupings / tagsNot supportedNot supported
Return method (TWR/MWR)Not supportedYes
Benchmark & alphaNot supportedYes
Backtesting & scenariosPartialNot supported
Access & pricing
Free tierYesYes
No account linking requiredYesYes
Open sourcePartialNot supported
Self-hostableYesNot supported
Public APIYesNot supported
Platform & reach
Mobile appPartialYes
Multi-languageYesYes
Community & extras
Public / social portfoliosNot supportedNot supported
AI portfolio reviewNot supportedNot supported
LegendSupportedPartial / limitedChecked — not availableNot verified yet
Investbrain

Investbrain

Free

Self-hostable web tracker for listed securities with a documented API and bring-your-own-LLM AI chat.

Portfolio Trader

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.

Investbrain vs Portfolio Trader — feature & pricing comparison (2026) | PortfolioGlance