Early access — Improving daily
Read the full Portfolio Performance review
Portfolio Performance

Portfolio Performance alternatives

The closest alternatives to Portfolio Performance, ranked by how similar they are — each shown with the exact features it does better. Honest, and kept up to date.

Why people look for alternatives to Portfolio Performance

  • Desktop-only for data entry; the mobile companion app is read-only
  • No AI analysis of any kind
  • No dividend forecast, tax reports or goal projection
  • The interface is dense and rewards patience rather than a first-time visitor
What Portfolio Performance doesn't do
Automatic bank/broker sync
Dividend/income forecast
Tax reports
AI portfolio analysis
AI asset & market analysis
Goal & time-to-goal
Backtesting & scenarios
Self-hostable
Public API
Public / social portfolios
AI portfolio review
  1. 1
    PortfolioGlance

    PortfolioGlance

    That's us
    Free

    Manual multi-asset portfolio tracker with AI insights — no account linking, no card, free to start.

    Does more than Portfolio Performance
    AI portfolio analysis AI asset & market analysis Portfolio health score Goal & time-to-goal AI portfolio review

    Portfolio Performance does better: Open source, Mobile app

    Compare Portfolio Performance vs PortfolioGlanceRead review
  2. 2
    My Stocks Portfolio & Market

    My Stocks Portfolio & Market

    Freemium

    Native iOS and Android tracker with lot-level cost-basis accounting, XIRR and multi-currency support.

    Does more than Portfolio Performance
    Tax reports

    Portfolio Performance does better: Portfolio health score, Rebalancing & drift, Open source

    Compare Portfolio Performance vs My Stocks Portfolio & MarketRead reviewVisit official site
  3. 3
    Portseido

    Portseido

    Freemium

    Import-based multi-broker tracker with TWR/MWR analytics, dividends and benchmarking.

    Does more than Portfolio Performance
    Dividend/income forecast

    Portfolio Performance does better: Portfolio health score, Rebalancing & drift, Custom groupings / tags +2

    Compare Portfolio Performance vs PortseidoRead reviewVisit official site
  4. 4
    Wealthfolio

    Wealthfolio

    Freemium

    Open-source, local-first portfolio tracker with time-weighted and money-weighted returns, rebalancing and an optional paid broker sync.

    Does more than Portfolio Performance
    Automatic bank/broker sync AI portfolio analysis AI asset & market analysis Goal & time-to-goal Backtesting & scenarios Self-hostable+1
    Compare Portfolio Performance vs WealthfolioRead reviewVisit official site
  5. 5
    Ghostfolio

    Ghostfolio

    Freemium

    Open-source, privacy-first tracker you can self-host or use via a paid cloud plan.

    Does more than Portfolio Performance
    Goal & time-to-goal Self-hostable Public API Public / social portfolios

    Portfolio Performance does better: Rebalancing & drift, Mobile app

    Compare Portfolio Performance vs GhostfolioRead reviewVisit official site
  6. 6
    extraETF

    extraETF

    Freemium

    German ETF portal's transaction-based portfolio tracker with time- and money-weighted returns, rebalancing and bank auto-sync.

    Does more than Portfolio Performance
    Automatic bank/broker sync Dividend/income forecast Public / social portfolios

    Portfolio Performance does better: Custom groupings / tags, Open source, Multi-language

    Compare Portfolio Performance vs extraETFRead reviewVisit official site
  7. 7
    Portfeo

    Portfeo

    Paid

    Polish portfolio & net-worth app (by Independent Trader) for stocks, ETFs, bonds and crypto.

    Does more than Portfolio Performance
    Tax reports Public / social portfolios

    Portfolio Performance does better: Portfolio health score, Rebalancing & drift, Free tier +3

    Compare Portfolio Performance vs PortfeoRead reviewVisit official site
  8. 8
    Finanzfluss Copilot

    Finanzfluss Copilot

    Freemium

    German portfolio tracker and net-worth app from the Finanzfluss media brand, with free 350+ broker auto-sync.

    Does more than Portfolio Performance
    Automatic bank/broker sync Dividend/income forecast Tax reports Public / social portfolios

    Portfolio Performance does better: Rebalancing & drift, Open source, Multi-language

    Compare Portfolio Performance vs Finanzfluss CopilotRead reviewVisit official site
See all Portfolio trackers

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.

This overview is editorial and for information only — not financial advice or an endorsement. Features and pricing may have changed since publication; check the official site for the latest details.