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Portfolio Performance Alternatives & Competitors

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Alternatives to Portfolio Performance

Curated replacements grouped by fit, tradeoffs, pricing flexibility, and platform access. Use this list to decide which Portfolio Performance competitor is worth testing first.

Looking for a Portfolio Performance replacement? We've profiled 20 alternatives by workflow fit, pricing flexibility, caveats, and platform access. Whether you need a free option to trial, mobile-ready workflows, or API integrations, this list helps you choose what to test first.

Visit Portfolio PerformanceFree alternativesTool details

Disclosure: outbound links may include affiliate or sponsor links

Which Alternative Should You Use?

Wealthfolio logo

Wealthfolio

Closest replacement

Best for: Privacy-conscious long-term investors looking for portfolio, net-worth, spending, and retirement-planning workflows in a local database they control.

  • Wealthfolio best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
  • Wealthfolio also has a free plan, so you can try it without paying. Free-plan limits: The AGPL-3.0 core app is free, uses pay-what-you-want downloads, and does not require an account.

Watch for: No native Android app: Native Android is planned but not available. Android users currently need the progressive web app from a self-hosted Wealthfolio instance.

Download Wealthfolio
DetailsCompare
Portseido logo

Portseido

Best workflow fit

Best for: Self-directed global investors looking for transaction-based performance, dividends, allocation, benchmarks, and custom assets across web and mobile.

  • Portseido best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
  • Portseido also has a free plan, so you can try it without paying. Free-plan limits: Signup required. Free includes 100 transactions and 1 portfolio; all tiers advertise broker syncing and full reports.

Watch for: Free tier has a transaction cap: Free supports 100 transactions and 1 portfolio; Plus removes the transaction cap but keeps 1 portfolio.

Try Portseido
DetailsCompare
Stock Rover logo

Stock Rover

Quality-checked pick

Best for: Individual investors looking for North American stock, ETF, and fund screening.

  • Stock Rover best matches the base workflow on portfolio tracking, portfolio analytics, and charting and technical analysis.
  • Stock Rover also has a free plan, so you can try it without paying. Free-plan limits: Signup required. New signups can test Stock Rover through a 14-day free trial with no credit card required.

Watch for: North America-focused coverage: U.S. and Canadian exchange support plus OTC boards.

View Stock Rover plans
DetailsCompare
Delta by eToro logo

Delta by eToro

Strong runner-up

Best for: Retail investors looking for one mobile-first tracker for stocks, ETFs, crypto, funds, forex, commodities, and wallets.

  • Delta by eToro best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
  • Delta by eToro also has a free plan, so you can try it without paying. Free-plan limits: Signup required. Basic is free with a limited number of tracked assets.

Watch for: Free tier is asset-capped: Basic supports up to 10 tracked assets. Larger portfolios need PRO or PRO+.

View Delta PRO
DetailsCompare

Detailed Alternatives

I want to

Our ranked order by workflow overlap and quality.

1
Wealthfolio logo
Closest replacement

Wealthfolio

Bottom line: Privacy-conscious long-term investors looking for portfolio, net-worth, spending, and retirement-planning workflows in a local database they control.

Keep

  • Portfolio
  • Data Visualizations
  • Performance Attribution
  • Risk Metrics

Gain

  • Monte Carlo
  • Retirement Calculator
  • Broker Connectors
  • Custom Dashboards

Lose

  • Watchlist
  • Commodities coverage

Watch out

  • Avoid as a full replacement if you rely on portfolio watchlists and filings and transcript research.
  • Free-plan limits: The AGPL-3.0 core app is free, uses pay-what-you-want downloads, and does not require an account. Free use relies on manual tracking or CSV imports; automatic brokerage and device sync require Wealthfolio Connect. Self-hosted use requires the user to supply and maintain the server, authentication, secrets, backups, and updates.
  • No native Android app: Native Android is planned but not available. Android users currently need the progressive web app from a self-hosted Wealthfolio instance.
Cost
Free, no signup

$2.99/moto go paid

$0.91/mo more than Portfolio Performance

Fit
Drop-in replacement
Download WealthfolioCompare
Full review and details
2
Portseido logo
Best workflow fit

Portseido

Bottom line: Self-directed global investors looking for transaction-based performance, dividends, allocation, benchmarks, and custom assets across web and mobile.

Keep

  • Portfolio
  • Data Visualizations
  • Performance Attribution
  • Risk Metrics

Gain

  • Tax Lots / Lot Optimization
  • Dividends
  • Splits
  • Dividend Tax / ADR Withholding

Lose

  • Watchlist
  • Bonds coverage
  • Commodities coverage
  • Desktop access

Watch out

  • Useful when you want to add dividend analysis, portfolio alerts, and API and market data instead of mirroring the current workflow.
  • Free-plan limits: Signup required. Free includes 100 transactions and 1 portfolio; all tiers advertise broker syncing and full reports. Pro has a 14-day trial with no credit card required.
  • Free tier has a transaction cap: Free supports 100 transactions and 1 portfolio; Plus removes the transaction cap but keeps 1 portfolio.
Cost
Free with signup

$8/moto go paid, billed yearly

$5.92/mo more than Portfolio Performance

Fit
Drop-in replacement
Try PortseidoCompare
Full review and details
3
Stock Rover logo
Quality-checked pick

Stock Rover

Tested by us

Bottom line: Individual investors looking for North American stock, ETF, and fund screening.

Keep

  • Portfolio
  • Watchlist
  • Data Visualizations
  • Performance Attribution
  • Risk Metrics

Gain

  • Stock Ideas
  • Screeners
  • ETF Screeners
  • Stock Comparison

Lose

  • Bonds coverage
  • Cryptos coverage
  • Commodities coverage
  • Desktop access

Watch out

  • Avoid as a full replacement if you rely on long-term portfolio tracking and portfolio watchlists.
  • Free-plan limits: Signup required. New signups can test Stock Rover through a 14-day free trial with no credit card required. Free plan has monthly limits for Stock Scores and Research Reports.
  • North America-focused coverage: U.S. and Canadian exchange support plus OTC boards.
Cost
Free with signup

$34/moto go paid

$31.92/mo more than Portfolio Performance

Fit
Drop-in replacement
View Stock Rover plansCompare
Full review and details
4
Delta by eToro logo
Delta by eToroDrop-in replacement
4
Delta by eToro logo
Drop-in replacement

Delta by eToro

Bottom line: Retail investors looking for one mobile-first tracker for stocks, ETFs, crypto, funds, forex, commodities, and wallets.

Keep

  • Portfolio
  • Watchlist
  • Data Visualizations
  • Risk Metrics

Gain

  • Alerts
  • Calendar
  • News
  • ETF Analysis

Lose

  • Performance Attribution
  • Bonds coverage

Watch out

  • Avoid as a full replacement if you rely on portfolio watchlists and advisor and client reporting.
  • Free-plan limits: Signup required. Basic is free with a limited number of tracked assets. PRO and PRO+ unlock higher asset limits, deeper analytics, AI/context features, and advanced reporting.
  • Free tier is asset-capped: Basic supports up to 10 tracked assets. Larger portfolios need PRO or PRO+.
Cost
Free with signup

$4.49/moto go paid, billed yearly

$2.41/mo more than Portfolio Performance

Fit
Drop-in replacement
View Delta PROCompare
Full review and details
5
Interactive Brokers (IBKR) logo
Interactive Brokers (IBKR)Partial replacement
5
Interactive Brokers (IBKR) logo
Partial replacement

Interactive Brokers (IBKR)

Analyst pickTested by us

Bottom line: Active investors who need global multi-asset access, advanced orders, APIs, and volume-based commissions.

Keep

  • Portfolio
  • Watchlist
  • Performance Attribution
  • Risk Metrics

Gain

  • Brokerage
  • Advanced Order Types
  • Smart/Direct Routing
  • Paper Trading

Lose

  • Data Visualizations
  • Free tier

Watch out

  • Avoid as a full replacement if you rely on long-term portfolio tracking, portfolio watchlists, and charting and technical analysis.
  • Free-plan limits: Signup required. Brokerage account has no recurring platform fee in the profile, but trading commissions and add-on fees vary by product. Real-time market data and Level II data generally require subscriptions.
  • Commission and market-data details vary by market: The record contains separate stock, ETF, options, futures, crypto, and market-data pricing notes by region and product.
Cost
Paid only

Transaction-priced · Fees vary by offer and jurisdiction

Fit
Partial replacement
Open IBKR accountCompare
Full review and details
6
TipRanks logo
TipRanksPartial replacement
6
TipRanks logo
Partial replacement

TipRanks

Analyst pickTested by us

Bottom line: Retail investors looking for analyst consensus, expert rankings, Smart Score, news sentiment, and stock ideas.

Keep

  • Portfolio
  • Watchlist
  • Data Visualizations
  • Performance Attribution
  • Risk Metrics

Gain

  • Stock Ideas
  • Top Analysts
  • Screeners
  • ETF Screeners

Lose

  • Mutual Funds coverage
  • Bonds coverage
  • Other coverage
  • Desktop access

Watch out

  • Avoid as a full replacement if you rely on long-term portfolio tracking, portfolio watchlists, and filings and transcript research.
  • Free-plan limits: Signup required. Free/Basic MCP OAuth quota is 10 tool calls per month. Free API-key tier is limited to 10 requests per minute and 50 requests per month.
  • Best tools are paid: Premium and Ultimate gate Smart Portfolio, Smart Score, expert/insider/hedge-fund tools, exports, and higher MCP quotas.
Cost
Free with signup

Free • Contact for pricing

Fit
Partial replacement
View TipRanks plansCompare
Full review and details
7
Snowball Analytics logo
Snowball AnalyticsPartial replacement
7
Snowball Analytics logo
Partial replacement

Snowball Analytics

Bottom line: Investors tracking several asset types, currencies, or brokerage accounts in one portfolio record.

Keep

  • Portfolio
  • Watchlist
  • Performance Attribution
  • Risk Metrics

Gain

  • Backtesting
  • Dividends
  • Dividend Tax / ADR Withholding
  • Calendar

Lose

  • Data Visualizations
  • Desktop access

Watch out

  • Avoid as a full replacement if you rely on portfolio watchlists, charting and technical analysis, and advisor and client reporting.
  • Free-plan limits: Signup required. Free plan has portfolio, holding, custom asset, watchlist, and history limits. Paid plans have a 14-day trial with no credit card required.
  • Free plan is intentionally limited: Free access is capped at one portfolio, 10 holdings, one custom asset, one watchlist, and shorter history.
Cost
Free with signup

$6.67/moto go paid, billed yearly

$4.58/mo more than Portfolio Performance

Fit
Partial replacement
Try Snowball AnalyticsCompare
Full review and details
8
YCharts logo
YChartsDrop-in replacement
8
YCharts logo
Drop-in replacement

YCharts

Tested by us

Bottom line: Financial advisors and asset managers who need portfolio analytics, proposals, reports, and client-ready visuals.

Keep

  • Portfolio
  • Watchlist
  • Data Visualizations
  • Performance Attribution
  • Risk Metrics

Gain

  • Screeners
  • Stock Comparison
  • ETF Comparison
  • Alerts

Lose

  • Commodities coverage
  • Other coverage
  • Mobile access
  • Free tier

Watch out

  • Avoid as a full replacement if you rely on long-term portfolio tracking and portfolio watchlists.
  • Free-plan limits: Signup required. Trial-only access. Current public plans page is quote-led rather than self-serve.
  • Pricing is sales-led: The current plans page directs buyers to call or schedule a pricing conversation.
Cost
Free trial only

$250/moto go paid, billed yearly

$247.92/mo more than Portfolio Performance

Fit
Drop-in replacement
Schedule YCharts conversationCompare
Full review and details
9
PortfoliosLab logo
PortfoliosLabPartial replacement
9
PortfoliosLab logo
Partial replacement

PortfoliosLab

Bottom line: Long-term investors who want portfolio backtests, risk metrics, correlations, optimization, and screeners in one web service.

Keep

  • Portfolio
  • Watchlist
  • Data Visualizations
  • Performance Attribution
  • Risk Metrics

Gain

  • Backtesting
  • Correlation
  • Factor Exposure
  • Stock Comparison

Lose

  • Bonds coverage
  • Commodities coverage
  • Other coverage
  • Desktop access

Watch out

  • Avoid as a full replacement if you rely on long-term portfolio tracking, portfolio watchlists, and options and trading workflows.
  • Free-plan limits: Signup required. Free plan includes 1 watchlist, 100 symbols, 15 holdings per portfolio, 10 calculations/month, and 5 years of history. Annual billing works out to $8.33 per month for Plus, $20.83 for Pro, and $75 for Max.
  • Free tier is small: Free access is capped at 1 watchlist, 100 symbols, 15 holdings per portfolio, 10 calculations per month, and 5 years of history.
Cost
Free with signup

$8.33/moto go paid, billed yearly

$6.25/mo more than Portfolio Performance

Fit
Partial replacement
Analyze portfolios on PortfoliosLabCompare
Full review and details
10
Koyfin logo
KoyfinPartial replacement
10
Koyfin logo
Partial replacement

Koyfin

Analyst pickTested by us

Bottom line: Investors who want dashboards, charts, screeners, portfolios, news, and alerts in a web and mobile workspace.

Keep

  • Portfolio
  • Watchlist
  • Data Visualizations

Gain

  • Screeners
  • ETF Screeners
  • Custom Dashboards
  • Correlation

Lose

  • Performance Attribution
  • Risk Metrics
  • Other coverage
  • Desktop access

Watch out

  • Avoid as a full replacement if you rely on long-term portfolio tracking and portfolio watchlists.
  • Free-plan limits: Signup required. Free plan includes limited watchlists, screens, dashboards, alerts, portfolios, financials, and estimates history. New accounts receive a seven-day trial and then downgrade to Free without a charge.
  • No public API: Koyfin does not provide user-facing data access through an API.
Cost
Free with signup

$39/moto go paid, billed yearly

$36.92/mo more than Portfolio Performance

Fit
Partial replacement
Get 20% off KoyfinCompare
Full review and details
11
Marketlog logo
MarketlogPartial replacement
11
Marketlog logo
Partial replacement

Marketlog

Bottom line: Retail investors who need manual or broker-connected portfolio tracking, dividends, goals, forecasts, benchmarks, and sharing.

Keep

  • Portfolio
  • Watchlist
  • Data Visualizations
  • Risk Metrics

Gain

  • Institutional Ownership
  • Monte Carlo
  • Compounding Calculator
  • News

Lose

  • Performance Attribution
  • Mutual Funds coverage
  • Commodities coverage
  • Desktop access

Watch out

  • Avoid as a full replacement if you rely on portfolio watchlists, filings and transcript research, and advisor and client reporting.
  • Free-plan limits: Signup required. Free supports unlimited portfolios, holdings, and transactions with manual tracking, 3 goals per portfolio, a 3-item watchlist, and 5 years of price history. Plus costs $7.99 monthly or $6.67 per month billed yearly. Pro costs $17.99 monthly or $15 per month billed yearly.
  • Not a broker or adviser: Marketlog tracks and analyzes portfolios but does not execute trades, provide fiduciary advice, or act as an exchange.
Cost
Free with signup

$6.67/moto go paid, billed yearly

$4.59/mo more than Portfolio Performance

Fit
Partial replacement
Track portfolios with MarketlogCompare
Full review and details
12
Sharesight logo
SharesightPartial replacement
12
Sharesight logo
Partial replacement

Sharesight

Bottom line: DIY investors needing global portfolio performance, dividend, currency, and tax reporting across brokers.

Keep

  • Portfolio
  • Performance Attribution
  • Risk Metrics

Gain

  • Downloadable Tax Reports
  • Capital Gains Estimator
  • Dividend Tax / ADR Withholding
  • Dividends

Lose

  • Watchlist
  • Data Visualizations
  • Commodities coverage
  • Desktop access

Watch out

  • Avoid as a full replacement if you rely on portfolio watchlists and charting and technical analysis.
  • Free-plan limits: Signup required. Free plan tracks one portfolio with up to 10 holdings. Starter is €9.33 per month or €7 per month billed annually; Standard is €22.67 or €17; Premium is €30.67 or €23, including VAT.
  • Free plan is capped at 10 holdings: The free tier is limited to one portfolio, 10 holdings, and one custom group.
Cost
Free with signup

Free • Paid plans available

Fit
Partial replacement
Try SharesightCompare
Full review and details
13
Zenvesto logo
ZenvestoDrop-in replacement
13
Zenvesto logo
Drop-in replacement

Zenvesto

Bottom line: Retail investors looking for a portfolio dashboard with performance, dividends, news, watchlists, AI analysis, and historical simulations.

Keep

  • Portfolio
  • Watchlist
  • Data Visualizations
  • Risk Metrics

Gain

  • Backtesting
  • News
  • Calendar
  • Stock Ideas

Lose

  • Performance Attribution
  • Mutual Funds coverage
  • Bonds coverage
  • Commodities coverage

Watch out

  • Useful when you want to add dividend analysis, market monitoring, and fundamental research instead of mirroring the current workflow.
  • Free-plan limits: Signup required. Free plan is available. Free includes price and earnings alerts, dividend tracking, and 3 Time Machine simulations per day.
  • Coverage claims need care: Verified NYSE/Nasdaq detail conservatively despite broader marketing references to global exchange coverage.
Cost
Free with signup

$7.49/moto go paid, billed yearly

$5.41/mo more than Portfolio Performance

Fit
Drop-in replacement
View Zenvesto plansCompare
Full review and details
14
Stock Analysis logo
Stock AnalysisPartial replacement
14
Stock Analysis logo
Partial replacement

Stock Analysis

Analyst pickTested by us

Bottom line: Regular investors looking for fast stock and fund research pages, screeners, comparisons, watchlists, and market calendars.

Keep

  • Portfolio
  • Watchlist
  • Data Visualizations
  • Risk Metrics

Gain

  • Stock Ideas
  • Screeners
  • ETF Screeners
  • Top Analysts

Lose

  • Performance Attribution
  • Bonds coverage
  • Cryptos coverage
  • Commodities coverage

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and portfolio watchlists.
  • Free-plan limits: Free access is ad-supported. Free exports and financial history are limited compared with Pro and Unlimited. Free accounts allow 10 active alerts. Brokerage sync, full ETF holdings, and advanced analyst filtering require paid plans.
  • No public API: Stock Analysis does not currently offer API access.
Cost
Free, no signup

$6.58/moto go paid, billed yearly

$4.50/mo more than Portfolio Performance

Fit
Partial replacement
Try Stock Analysis ProCompare
Full review and details
15
Google Finance logo
Google FinancePartial replacement
15
Google Finance logo
Partial replacement

Google Finance

Analyst pickTested by us

Bottom line: Retail investors looking for a free, familiar quote, news, watchlist, and manual portfolio surface.

Keep

  • Portfolio
  • Watchlist
  • Data Visualizations

Gain

  • Stock Comparison
  • News
  • News Sentiment
  • Calendar

Lose

  • Performance Attribution
  • Risk Metrics
  • Desktop access

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and advisor and client reporting.
  • Free-plan limits: Core market pages are free. Custom watchlists, manual portfolios, and full AI Research features require sign-in. Feature availability can vary by country, account, and Search Labs/new experience access.
  • AI can be wrong: Google states AI responses may include mistakes and content is informational only.
Cost
Free, no signup

Free onlyno paid tier

$2.08/mo less than Portfolio Performance

Fit
Partial replacement
Open Google FinanceCompare
Full review and details
16
Investing.com logo
Investing.comPartial replacement
16
Investing.com logo
Partial replacement

Investing.com

Analyst pickTested by us

Bottom line: Users looking for one free global market portal for quotes, charts, calendars, news, watchlists, and portfolio tracking.

Keep

  • Portfolio
  • Watchlist
  • Data Visualizations

Gain

  • Stock Ideas
  • Screeners
  • Stock Comparison
  • Options

Lose

  • Performance Attribution
  • Risk Metrics
  • Mutual Funds coverage
  • Desktop access

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and portfolio watchlists.
  • Free-plan limits: Free access is ad-supported and does not include the full InvestingPro research layer. Free WarrenAI access is limited to 10 lifetime messages and requires an account; paid plans include 50 or 500 credits per month. ProPicks, premium reports, and deeper datasets are plan-gated.
  • Not a broker or API product: Investing.com does not provide trade execution or a public API. Widgets and RSS are its public integration methods.
Cost
Free, no signup

$18.95/moto go paid

$16.87/mo more than Portfolio Performance

Fit
Partial replacement
View InvestingProCompare
Full review and details
17
Yahoo Finance logo
Yahoo FinancePartial replacement
17
Yahoo Finance logo
Partial replacement

Yahoo Finance

Tested by us

Bottom line: Investors who want free quotes, news, watchlists, portfolios, charts, and basic research in one product.

Keep

  • Portfolio
  • Watchlist
  • Data Visualizations

Gain

  • News
  • Alerts
  • Calendar
  • Stock Ideas

Lose

  • Performance Attribution
  • Risk Metrics
  • Bonds coverage
  • Other coverage

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and portfolio watchlists.
  • Free-plan limits: Signup required. Free account/sign-in may be required for some portfolio and watchlist features. Premium portfolio analytics, research, screeners, and longer downloadable history are paid.
  • Data is informational, not trading-grade: Yahoo says all finance data is informational and not intended for trading or investing purposes.
Cost
Free with signup

$7.95/moto go paid, billed yearly

$5.87/mo more than Portfolio Performance

Fit
Partial replacement
Open Yahoo FinanceCompare
Full review and details
18
TradingView logo
TradingViewPartial replacement
18
TradingView logo
Partial replacement

TradingView

Analyst pickTested by us

Bottom line: Traders and investors looking for charting, alerts, screeners, and market coverage across many asset classes.

Keep

  • Portfolio
  • Watchlist
  • Data Visualizations

Gain

  • Quant
  • Screeners
  • ETF Screeners
  • Stock Ideas

Lose

  • Performance Attribution
  • Risk Metrics
  • Mutual Funds coverage
  • Other coverage

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and portfolio watchlists.
  • Free-plan limits: Signup required. Basic tier limits charts per tab, indicators, alerts, watchlists, and historical bars. Some real-time exchange data is sold separately from platform plans.
  • Real-time market data can require add-ons: Optional real-time quote subscriptions and exchange-specific data fees.
Cost
Free with signup

$12.95/moto go paid

$10.87/mo more than Portfolio Performance

Fit
Partial replacement
Open TradingViewCompare
Full review and details
19
FT Markets (Markets data - Financial Times) logo
FT Markets (Markets data - Financial Times)Partial replacement
19
FT Markets (Markets data - Financial Times) logo
Partial replacement

FT Markets (Markets data - Financial Times)

Tested by us

Bottom line: Financial Times readers who want market data, watchlists, alerts, and screeners beside FT coverage.

Keep

  • Portfolio
  • Watchlist
  • Data Visualizations

Gain

  • Alerts
  • Compounding Calculator
  • Screeners
  • ETF Screeners

Lose

  • Performance Attribution
  • Risk Metrics
  • Cryptos coverage
  • Other coverage

Watch out

  • Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and options and trading workflows.
  • Free-plan limits: Signup required. Core markets pages are publicly reachable; portfolios, alerts, and saved tools require an FT account. The public tour does not identify which market-data features, if any, require FT Digital.
  • Not a standalone pro terminal: Markets data is delayed and the workflow lacks broker sync, trading, advanced backtesting, portfolio attribution, and API access.
Cost
Free with signup

Free • Paid plans available

Fit
Partial replacement
Explore FT Markets dataCompare
Full review and details
20
Optuma logo
OptumaPartial replacement
20
Optuma logo
Partial replacement

Optuma

Bottom line: Professional technical analysts who need customizable RRGs, custom universes, long histories, and advanced chart controls.

Keep

  • Portfolio
  • Watchlist
  • Data Visualizations

Gain

  • Stock Comparison
  • ETF Comparison
  • Screeners
  • Quant

Lose

  • Performance Attribution
  • Risk Metrics
  • Bonds coverage
  • Mobile access

Watch out

  • Avoid as a full replacement if you rely on long-term portfolio tracking, portfolio watchlists, and options and trading workflows.
  • Free-plan limits: Signup required. Credit card required. Trial-only access.
  • High starting cost: Trader costs $810 for 12 months. Additional real-time market data can cost extra.
Cost
Free trial only

$67.50/moto go paid, billed yearly

$65.42/mo more than Portfolio Performance

Fit
Partial replacement
Start the 14-day Optuma trialCompare
Full review and details

What This Shortlist Tells You

Wealthfolio is the closest drop-in replacement with overlapping coverage in Portfolio, Data Visualizations, and Performance Attribution while adding Monte Carlo and Retirement Calculator coverage and Free AGPL-3.0 core app with local SQLite storage and no required account. and Desktop applications for macOS, Windows, and Linux, native iPhone and iPad support, and a Docker-based self-hosted web edition. features (workflow overlap ~80%).

Free tiers remain available through Wealthfolio, Portseido, Stock Rover, Delta by eToro, TipRanks, Snowball Analytics, PortfoliosLab, Koyfin, Marketlog, Sharesight, Zenvesto, Stock Analysis, Google Finance, Investing.com, Yahoo Finance, TradingView, and FT Markets (Markets data - Financial Times) for side-by-side testing.

Round out your stack with new coverage areas like Monte Carlo, Retirement Calculator, Broker Connectors, and Custom Dashboards.

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

Portfolio×20Data Visualizations×17Watchlist×17Risk Metrics×13Performance Attribution×9

New angles introduced

Categories the alternatives add beyond Portfolio Performance.

Alerts+13News+13Calendar+12Financials+12Screeners+12AI Research+11Dividends+11Broker Connectors+10

Access & Pricing

Free to start

17/20

17 of 20 start free, same as Portfolio Performance.

Paid plans from

$2.99/mo

Wealthfolio is the cheapest paid upgrade. Portfolio Performance starts at $2.08/mo.

Mobile app

16 of 20

16 have a mobile app, like Portfolio Performance.

API access

4 of 20

4 expose an API or data feed, usually on a paid plan.

Hands-on tested

11 of 20

11 tested hands-on. 7 are analyst picks.

Coverage overlap

76%

Average share of Portfolio Performance categories each alternative covers.

Frequently Asked Questions

What are the best alternatives to Portfolio Performance?

Wealthfolio, Portseido, and Stock Rover share the most workflows with Portfolio Performance, in that order. Start with the one whose Keep list matches what you use daily.

Which alternatives keep a free tier?

Wealthfolio, Portseido, Stock Rover, Delta by eToro, TipRanks, Snowball Analytics, PortfoliosLab, Koyfin, Marketlog, Sharesight, Zenvesto, Stock Analysis, Google Finance, Investing.com, Yahoo Finance, TradingView, and FT Markets (Markets data - Financial Times) start free, so you can test them before paying. Check each card for signup and usage limits on the free plan.

Which workflows do the top Portfolio Performance alternatives cover?

Between them the top matches cover Data Visualizations, Performance Attribution, Portfolio, Risk Metrics, and Watchlist. Portfolio Performance workflows in those areas move over as they are. The Lose column on each card names what does not.

Keep Exploring

Tool ComparisonsSide-by-side comparisons of screeners, portfolio trackers, and research platforms.
Wide Moat StocksBrowse the current moat score ranking and company-level moat notes.
Short InterestDaily tracker for heavily shorted stocks and short squeeze candidates.
Stock RankingsBacktested ranking systems for quality, value, momentum, and more.
Live AnalyticsSee what users are clicking, searching, and voting for across the site.
Research ToolsFind screeners, data platforms, portfolio trackers, and research tools.
Top Tools by Domain RatingThe 50 investing tools with the strongest websites, by Ahrefs Domain Rating.

Feedback

Missing an alternative, or is a listing out of date? Tell me and I will look.

Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.