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Portfolio Performance vs Wealthfolio
A side-by-side feature comparison.
| Feature | Portfolio Performance | Wealthfolio |
|---|---|---|
| Pricing | Free | 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. | Not supported | Yes |
| Multi-asset | Yes | Yes |
| 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 | Not supported | Yes |
| AI asset & market analysis. AI commentary on individual holdings and market context, not just the whole portfolio. | Not supported | Partial |
| Portfolio health score. A single score rating diversification, concentration and other portfolio-health signals. | Partial | Partial |
| Rebalancing & drift. Shows how far your allocation has drifted from target and how to correct it. | Yes | Yes |
| Goal & time-to-goal | Not supported | Yes |
| Custom groupings / tags. Group holdings by your own dimensions (e.g. strategy, theme), not just asset class. | Yes | Yes |
| Return method (TWR/MWR). True time-weighted (TWR) and money-weighted (MWR/XIRR) return — not just a simple % change. | Yes | 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 supported | Partial |
| Access & pricing | ||
| Free tier | Yes | Yes |
| No account linking required. Works without connecting a bank login or aggregator. | Yes | Yes |
| Open source | Yes | Yes |
| Self-hostable | Not supported | Yes |
| Public API | Not supported | Partial |
| Platform & reach | ||
| Mobile app | Yes | Yes |
| Multi-language | Yes | Yes |
| Community & extras | ||
| Public / social portfolios. Share your portfolio publicly and follow other investors. | Not supported | 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
Portfolio Performance
Free
Desktop app for investors who want returns calculated properly and data kept on their own computer. Free and open source.
Wealthfolio
Freemium
Open-source tracker that keeps your data on your device, with real TWR and MWR. Free, broker sync is a paid add-on.
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.