Portfolio Trader alternatives
Apps that do the same job as Portfolio Trader. The most similar ones are at the top.
Why people look for alternatives to Portfolio Trader
- Apple only, with no Android or web version
- Unclear pricing: the free limit is just “small portfolios”, and two Pro purchases cost $4.99 and $49.99
- No dividend forecast, rebalancing, goals or tax report
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 Trader on multi-asset, tax reports, and custom groupings / tags.
For investors with several brokers who'd rather import than link accounts. TWR and MWR returns, free plan capped by trades.
Beats Portfolio Trader on multi-asset, dividend/income forecast, and custom groupings / tags.
Portfolio Trader wins on multi-language.
Desktop app for investors who want returns calculated properly and data kept on their own computer. Free and open source.
Beats Portfolio Trader on multi-asset, portfolio health score, rebalancing & drift, and custom groupings / tags.
Small European tracker that publishes its return formulas. CSV or manual entry, free for 1 portfolio, Premium €40 a year.
Beats Portfolio Trader on multi-asset, dividend/income forecast, and public / social portfolios.
Portfolio Trader wins on mobile app and multi-language.
Free Polish tracker that knows all eight retail treasury-bond series and names its return method. Manual entry only.
Beats Portfolio Trader on multi-asset, AI portfolio analysis, portfolio health score, and public / social portfolios.
Portfolio Trader wins on CSV / broker import, mobile app, 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 Trader on multi-asset, tax reports, custom groupings / tags, and public / social portfolios.
Portfolio Trader wins on free tier, mobile app, and multi-language.
Syncs your broker from your own phone, so the login never leaves it. Dividend forecasts and a free Basic plan.
Beats Portfolio Trader on automatic bank/broker sync, multi-asset, dividend/income forecast, and tax reports.
Portfolio Trader wins on no account linking required.
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.