# Portfolio Performance alternatives

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> Content language: English.

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We list PortfolioGlance first; the rest are ranked by how similar they are, each shown with the exact features it does better.

## 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 roast

## Portfolio Performance alternatives

1. **PortfolioGlance** (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 roast
   - Markdown profile: https://www.portfolioglance.com/investing-apps/portfolioglance.md
2. **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
   - Markdown profile: https://www.portfolioglance.com/investing-apps/my-stocks-portfolio.md
3. **Portseido** (Freemium) — Import-based multi-broker tracker with TWR/MWR analytics, dividends and benchmarking.
   - Does more than Portfolio Performance: Dividend/income forecast
   - Markdown profile: https://www.portfolioglance.com/investing-apps/portseido.md
4. **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, Public API
   - Markdown profile: https://www.portfolioglance.com/investing-apps/wealthfolio.md
5. **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
   - Markdown profile: https://www.portfolioglance.com/investing-apps/ghostfolio.md
6. **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
   - Markdown profile: https://www.portfolioglance.com/investing-apps/extraetf.md
7. **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
   - Markdown profile: https://www.portfolioglance.com/investing-apps/portfeo.md
8. **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
   - Markdown profile: https://www.portfolioglance.com/investing-apps/finanzfluss-copilot.md

Verified 2026-07-09
Sources:
- Portfolio Performance — official site — https://www.portfolio-performance.info/en/
- Portfolio Performance — GitHub (EPL-1.0) — https://github.com/portfolio-performance/portfolio
- Official manual — Importing data (CSV, PDF, IBKR Flex Query) — https://help.portfolio-performance.info/en/reference/file/import/
- Official manual — Benchmarking — https://help.portfolio-performance.info/en/how-to/benchmarking/
- Official manual — Taxonomies (custom groupings) — https://help.portfolio-performance.info/en/reference/view/taxonomies/
- Official manual — Rebalancing — https://help.portfolio-performance.info/en/getting-started/rebalancing/
- Portfolio Performance — mobile companion app (App Store) — https://apps.apple.com/us/app/portfolio-performance/id6451118191

*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.*