Portfolio Performance alternatives
Apps that do the same job as Portfolio Performance. The most similar ones are at the top.
Why people look for alternatives to Portfolio Performance
- Data entry only on the desktop, while the mobile app is read-only
- No dividend forecast, tax report or goal projection
- A dense interface that takes time to learn
Rather import a CSV than hand over a bank login? Stocks, ETFs, crypto, property and deposits in one free app.
A phone-first ledger for investors who track tax lots and currencies by hand. Free with ads, Premium $49.99 a year.
Beats Portfolio Performance on tax reports.
Portfolio Performance wins on portfolio health score, rebalancing & drift, and open source.
For investors with several brokers who'd rather import than link accounts. TWR and MWR returns, free plan capped by trades.
Beats Portfolio Performance on dividend/income forecast.
Portfolio Performance wins on portfolio health score, rebalancing & drift, and custom groupings / tags.
Open-source tracker that keeps your data on your device, with real TWR and MWR. Free, broker sync is a paid add-on.
Beats Portfolio Performance on automatic bank/broker sync, AI portfolio analysis, AI asset & market analysis, and goal & time-to-goal.
A good pick if you want your portfolio data on your own server. Free to self-host, about $48 a year in the cloud.
Beats Portfolio Performance on goal & time-to-goal, self-hostable, public API, and public / social portfolios.
Portfolio Performance wins on rebalancing & drift and mobile app.
German-language tracker with time- and money-weighted returns and bank sync on the free plan. Paid from €89.99 a year.
Beats Portfolio Performance on automatic bank/broker sync, dividend/income forecast, and public / social portfolios.
Portfolio Performance wins on custom groupings / tags, open source, and multi-language.
Polish tracker from the Independent Trader team, with Polish retail bonds and XTB import. Paid only, from 14 PLN a month.
Beats Portfolio Performance on tax reports and public / social portfolios.
Portfolio Performance wins on portfolio health score, rebalancing & drift, and free tier.
Free sync with 350+ German banks and brokers, from the Finanzfluss team, but no AI despite the name. PLUS €69.99 a year.
Beats Portfolio Performance on automatic bank/broker sync, dividend/income forecast, tax reports, and public / social portfolios.
Portfolio Performance wins on rebalancing & drift, open source, and multi-language.
About PortfolioGlance
Skip the trade-by-trade logging. Just tell us what you hold today, and we reconstruct the history and performance for you. Prefer import? CSV works too.
Try PortfolioGlance freeWe list competitors next to our own app and link to their sites. Where another app is better than PortfolioGlance, we say so. Prices change, so check the official site before you pay.