# Portfolio Performance vs Wealthfolio

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Yan yana özellik karşılaştırması.

| Feature | Portfolio Performance | Wealthfolio |
| --- | --- | --- |
| Fiyatlandırma | Ücretsiz | Freemium |

### Takip ve veri

| Feature | Portfolio Performance | Wealthfolio |
| --- | --- | --- |
| Elle giriş | Var | Var |
| CSV / aracı kurum içe aktarma | Var | Var |
| Otomatik banka/aracı kurum senkronu | Desteklenmiyor | Var |
| Çoklu varlık | Var | Var |
| Çoklu para birimi | Var | Var |
| Temettü takibi | Var | Var |
| Temettü/gelir tahmini | Desteklenmiyor | Desteklenmiyor |
| Vergi raporları | Desteklenmiyor | Desteklenmiyor |

### Analiz ve içgörüler

| Feature | Portfolio Performance | Wealthfolio |
| --- | --- | --- |
| Yapay zeka portföy analizi | Desteklenmiyor | Var |
| Yapay zeka varlık ve piyasa analizi | Desteklenmiyor | Kısmen |
| Portföy sağlık puanı | Kısmen | Kısmen |
| Yeniden dengeleme ve sapma | Var | Var |
| Hedef ve hedefe kalan süre | Desteklenmiyor | Var |
| Özel gruplar / etiketler | Var | Var |
| Getiri yöntemi (TWR/MWR) | Var | Var |
| Endeks karşılaştırması ve alfa | Var | Var |
| Backtest ve senaryolar | Desteklenmiyor | Kısmen |

### Erişim ve fiyat

| Feature | Portfolio Performance | Wealthfolio |
| --- | --- | --- |
| Ücretsiz plan | Var | Var |
| Hesap bağlamak gerekmez | Var | Var |
| Açık kaynak | Var | Var |
| Kendi sunucuna kurulabilir | Desteklenmiyor | Var |
| Herkese açık API | Desteklenmiyor | Kısmen |

### Platform ve kapsam

| Feature | Portfolio Performance | Wealthfolio |
| --- | --- | --- |
| Mobil uygulama | Var | Var |
| Çok dilli | Var | Var |

### Topluluk ve ekstralar

| Feature | Portfolio Performance | Wealthfolio |
| --- | --- | --- |
| Herkese açık / sosyal portföyler | Desteklenmiyor | Desteklenmiyor |
| Yapay zeka portföy roast'ı | Desteklenmiyor | Desteklenmiyor |

## Portfolio Performance

**Free, open-source desktop tracker with true time-weighted and internal-rate-of-return performance, stored entirely on your own machine.**

**Kimler için:** Meticulous investors who want defensible return figures and full local control, and who do not mind that the tool is a desktop application rather than a web app.

Artıları:
- Both true time-weighted and internal-rate-of-return figures, with a documented methodology
- Entirely free and open source, with no paid tier on the desktop product
- Works fully offline — no account, no linking, nothing leaves your machine
- Unusually flexible custom taxonomies, including splitting one ETF across regions or sectors

Eksileri:
- 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

Doğrulama: 2026-07-09
Kaynaklar:
- 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

- Official site: https://www.portfolio-performance.info
- Markdown profile: https://www.portfolioglance.com/investing-apps/portfolio-performance.md

## Wealthfolio

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

**Kimler için:** Investors who want a serious analytics engine without giving up ownership of their data, and who are comfortable installing software or running a container.

Artıları:
- Both time-weighted and money-weighted returns, plus benchmark comparison against any ETF
- Open source under AGPL-3.0 and genuinely self-hostable with a Docker web-server mode
- Local-first by default — the AI assistant runs on your key or a local model
- Rebalancing with drift bands, goal milestones and a FIRE simulation

Eksileri:
- No dividend or income forecast
- No tax-report generation — tax is recorded per transaction only
- Automatic broker sync sits behind a paid subscription
- Self-hosting and desktop installation demand more setup than a hosted web app

Doğrulama: 2026-07-09
Kaynaklar:
- Wealthfolio — official site — https://wealthfolio.app/
- Wealthfolio — GitHub README (AGPL-3.0, TWR/MWR, benchmark) — https://github.com/wealthfolio/wealthfolio
- Wealthfolio Connect — paid broker sync & pricing — https://wealthfolio.app/connect/
- Wealthfolio — AI assistant — https://wealthfolio.app/features/ai-assistant/
- Wealthfolio — MCP server (token-scoped agent access) — https://wealthfolio.app/docs/guide/mcp-server
- Wealthfolio — iOS app (App Store) — https://apps.apple.com/us/app/wealthfolio-private-finance/id6732888445

- Official site: https://wealthfolio.app
- Markdown profile: https://www.portfolioglance.com/investing-apps/wealthfolio.md

*Bu yazı editoryal bir genel bakıştır ve yalnızca bilgi amaçlıdır; yatırım tavsiyesi ya da öneri değildir. Özellikler ve fiyatlar yayından sonra değişmiş olabilir; güncel bilgi için resmi siteye bak.*