Portfolio Trader alternatives
The closest alternatives to Portfolio Trader, ranked by how similar they are — each shown with the exact features it does better. Honest, and kept up to date.
Why people look for alternatives to Portfolio Trader
- Apple-only — no Android, no web app
- No broker or bank sync of any kind; every transaction is manual or CSV
- No dividend forecast, health score, rebalancing, goals, custom tags, AI or backtesting
- Pricing is opaque — the free cap is only described as "small portfolios", with two same-named Pro purchases at $4.99 and $49.99
- No tax-report output, and no first-party evidence of crypto, bonds or metals
- 1
PortfolioGlance
That's usFreeManual multi-asset portfolio tracker with AI insights — no account linking, no card, free to start.
Does more than Portfolio TraderMulti-asset AI portfolio analysis AI asset & market analysis Portfolio health score Rebalancing & drift Goal & time-to-goal+2Portfolio Trader does better: Mobile app
- 2
My Stocks Portfolio & Market
FreemiumNative iOS and Android tracker with lot-level cost-basis accounting, XIRR and multi-currency support.
Does more than Portfolio TraderMulti-asset Tax reports Custom groupings / tags - 3
Portseido
FreemiumImport-based multi-broker tracker with TWR/MWR analytics, dividends and benchmarking.
Does more than Portfolio TraderMulti-asset Dividend/income forecast Custom groupings / tagsPortfolio Trader does better: Multi-language
- 4
Portfolio Performance
FreeFree, open-source desktop tracker with true time-weighted and internal-rate-of-return performance, stored entirely on your own machine.
Does more than Portfolio TraderMulti-asset Portfolio health score Rebalancing & drift Custom groupings / tags Open source - 5
TrackinV
FreemiumEuropean analytics-first portfolio tracker with transparent TWR + Modified Dietz returns from CSV or manual entry.
Does more than Portfolio TraderMulti-asset Dividend/income forecast Public / social portfoliosPortfolio Trader does better: Mobile app, Multi-language
- 6
inwestuje
FreeFree Polish portfolio tracker with TWR, index benchmarking and all eight retail treasury-bond series.
Does more than Portfolio TraderMulti-asset AI portfolio analysis Portfolio health score Public / social portfoliosPortfolio Trader does better: CSV / broker import, Mobile app, Multi-language
- 7
Portfeo
PaidPolish portfolio & net-worth app (by Independent Trader) for stocks, ETFs, bonds and crypto.
Does more than Portfolio TraderMulti-asset Tax reports Custom groupings / tags Public / social portfoliosPortfolio Trader does better: Free tier, Mobile app, Multi-language
- 8
Parqet
FreemiumGerman-built tracker with local-device broker autosync, dividend forecasting and a community.
Does more than Portfolio TraderAutomatic bank/broker sync Multi-asset Dividend/income forecast Tax reports Custom groupings / tags Backtesting & scenarios+1Portfolio Trader does better: No account linking required
We list competitors alongside our own product and link to their official sites. Comparisons are written to be honest — including where another tool beats PortfolioGlance. Details like pricing change; always check the official site.
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.