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Portfolio Performance Alternatives & Competitors

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Replacement verdicts

Portfolio Performance logo

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 keeps the replacement test in the same free-access lane. Free access caveat: 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 keeps the replacement test in the same free-access lane. Free access caveat: signup required and Free plan is available with portfolio and transaction limits..

Watch for: Free and Plus tiers have transaction caps: Free supports a small portfolio and Plus still caps total transactions. Heavier users need Pro.

Try Portseido
DetailsCompare
Interactive Brokers (IBKR) logo

Interactive Brokers (IBKR)

Quality-checked pick

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

  • Interactive Brokers (IBKR) best matches the base workflow on portfolio tracking, portfolio analytics, and options and trading workflows.
  • Interactive Brokers (IBKR) shares Free and Subscription pricing with the base tool.

Watch for: 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.

Open IBKR account
DetailsCompare
Stock Rover logo

Stock Rover

Strong runner-up

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 keeps the replacement test in the same free-access lane. Free access caveat: signup required and 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

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
  • Calculates overall portfolio performance using True-Time Weighted Rate of Return (TTWROR) or Internal Rate of Return (IRR).
  • Records full transaction history (purchases, sales, taxes, fees) across accounts and securities accounts.
  • Dashboards and reports with performance + risk indicators (e.g., max drawdown, volatility, semivariance) and charts/heat maps.
  • Taxonomies for custom classification (allocation charts) and a rebalancing view that computes target vs. actual allocations and deltas.

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, and 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.
Price
Portfolio PerformanceFree • Paid plans available
WealthfolioFree • From $3.99/mo
Free tier
Free, no signup
Replacement
Drop-in replacement

Pricing checked 2026-08-23 via pricing.

Download WealthfolioCompare
Full review and details
2
Interactive Brokers (IBKR) logo
Quality-checked pick

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
  • Calculates overall portfolio performance using True-Time Weighted Rate of Return (TTWROR) or Internal Rate of Return (IRR).
  • Records full transaction history (purchases, sales, taxes, fees) across accounts and securities accounts.
  • Dashboards and reports with performance + risk indicators (e.g., max drawdown, volatility, semivariance) and charts/heat maps.
  • Taxonomies for custom classification (allocation charts) and a rebalancing view that computes target vs. actual allocations and deltas.

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, and 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.
Price
Portfolio PerformanceFree • Paid plans available
Interactive Brokers (IBKR)Transaction-priced · Fees vary by offer and jurisdiction
Free tier
Paid only
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Open IBKR accountCompare
Full review and details
3
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
  • Calculates overall portfolio performance using True-Time Weighted Rate of Return (TTWROR) or Internal Rate of Return (IRR).
  • Records full transaction history (purchases, sales, taxes, fees) across accounts and securities accounts.
  • Dashboards and reports with performance + risk indicators (e.g., max drawdown, volatility, semivariance) and charts/heat maps.
  • Taxonomies for custom classification (allocation charts) and a rebalancing view that computes target vs. actual allocations and deltas.

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 plan is available with portfolio and transaction limits, and Pro has a 14-day trial with no credit card required.
  • Free and Plus tiers have transaction caps: Free supports a small portfolio and Plus still caps total transactions. Heavier users need Pro.
Price
Portfolio PerformanceFree • Paid plans available
PortseidoFree • From $8/yr
Free tier
Free with signup
Replacement
Drop-in replacement

Pricing checked 2026-08-23 via pricing.

Try PortseidoCompare
Full review and details
4
Stock Rover logo
Stock RoverDrop-in replacement
4
Stock Rover logo
Drop-in replacement

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

  • Calculates overall portfolio performance using True-Time Weighted Rate of Return (TTWROR) or Internal Rate of Return (IRR).
  • Records full transaction history (purchases, sales, taxes, fees) across accounts and securities accounts.
  • Dashboards and reports with performance + risk indicators (e.g., max drawdown, volatility, semivariance) and charts/heat maps.
  • Taxonomies for custom classification (allocation charts) and a rebalancing view that computes target vs. actual allocations and deltas.
  • Downloads/updates historical prices from multiple quote sources (e.g., Portfolio Performance built-in provider, Yahoo Finance, JSON/CSV, etc.) and supports ECB FX rates for foreign-currency accounts.

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, and Free plan has monthly limits for Stock Scores and Research Reports.
  • North America-focused coverage: U.S. and Canadian exchange support plus OTC boards.
Price
Portfolio PerformanceFree • Paid plans available
Stock RoverFree • From $34/mo
Free tier
Free with signup
Replacement
Drop-in replacement

Pricing checked 2026-08-23 via pricing.

View Stock Rover plansCompare
Full review and details
5
Delta by eToro logo
Delta by eToroDrop-in replacement
5
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
  • Calculates overall portfolio performance using True-Time Weighted Rate of Return (TTWROR) or Internal Rate of Return (IRR).
  • Records full transaction history (purchases, sales, taxes, fees) across accounts and securities accounts.
  • Dashboards and reports with performance + risk indicators (e.g., max drawdown, volatility, semivariance) and charts/heat maps.
  • Taxonomies for custom classification (allocation charts) and a rebalancing view that computes target vs. actual allocations and deltas.

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, and 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+.
Price
Portfolio PerformanceFree • Paid plans available
Delta by eToroFree • From $53.88/yr
Free tier
Free with signup
Replacement
Drop-in replacement

Pricing checked 2026-08-23 via pricing.

View Delta PROCompare
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

  • Calculates overall portfolio performance using True-Time Weighted Rate of Return (TTWROR) or Internal Rate of Return (IRR).
  • Records full transaction history (purchases, sales, taxes, fees) across accounts and securities accounts.
  • Dashboards and reports with performance + risk indicators (e.g., max drawdown, volatility, semivariance) and charts/heat maps.
  • Taxonomies for custom classification (allocation charts) and a rebalancing view that computes target vs. actual allocations and deltas.
  • Downloads/updates historical prices from multiple quote sources (e.g., Portfolio Performance built-in provider, Yahoo Finance, JSON/CSV, etc.) and supports ECB FX rates for foreign-currency accounts.

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, and 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.
Price
Portfolio PerformanceFree • Paid plans available
TipRanksFree • From $29.95/mo
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

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
  • Calculates overall portfolio performance using True-Time Weighted Rate of Return (TTWROR) or Internal Rate of Return (IRR).
  • Records full transaction history (purchases, sales, taxes, fees) across accounts and securities accounts.
  • Dashboards and reports with performance + risk indicators (e.g., max drawdown, volatility, semivariance) and charts/heat maps.
  • Taxonomies for custom classification (allocation charts) and a rebalancing view that computes target vs. actual allocations and deltas.

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, and 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.
Price
Portfolio PerformanceFree • Paid plans available
Snowball AnalyticsFree • From $79.99/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

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

  • Calculates overall portfolio performance using True-Time Weighted Rate of Return (TTWROR) or Internal Rate of Return (IRR).
  • Records full transaction history (purchases, sales, taxes, fees) across accounts and securities accounts.
  • Dashboards and reports with performance + risk indicators (e.g., max drawdown, volatility, semivariance) and charts/heat maps.
  • Taxonomies for custom classification (allocation charts) and a rebalancing view that computes target vs. actual allocations and deltas.
  • Downloads/updates historical prices from multiple quote sources (e.g., Portfolio Performance built-in provider, Yahoo Finance, JSON/CSV, etc.) and supports ECB FX rates for foreign-currency accounts.

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, and 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.
Price
Portfolio PerformanceFree • Paid plans available
YChartsFrom $3000/yr
Free tier
Free trial only
Replacement
Drop-in replacement

Pricing checked 2026-08-23 via pricing.

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

  • Calculates overall portfolio performance using True-Time Weighted Rate of Return (TTWROR) or Internal Rate of Return (IRR).
  • Records full transaction history (purchases, sales, taxes, fees) across accounts and securities accounts.
  • Dashboards and reports with performance + risk indicators (e.g., max drawdown, volatility, semivariance) and charts/heat maps.
  • Taxonomies for custom classification (allocation charts) and a rebalancing view that computes target vs. actual allocations and deltas.
  • Downloads/updates historical prices from multiple quote sources (e.g., Portfolio Performance built-in provider, Yahoo Finance, JSON/CSV, etc.) and supports ECB FX rates for foreign-currency accounts.

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, and 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.
Price
Portfolio PerformanceFree • Paid plans available
PortfoliosLabFree • From $8.33/mo
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

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
  • Calculates overall portfolio performance using True-Time Weighted Rate of Return (TTWROR) or Internal Rate of Return (IRR).
  • Records full transaction history (purchases, sales, taxes, fees) across accounts and securities accounts.
  • Dashboards and reports with performance + risk indicators (e.g., max drawdown, volatility, semivariance) and charts/heat maps.

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, and 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.
Price
Portfolio PerformanceFree • Paid plans available
KoyfinFree • From $468/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

View Koyfin pricingCompare
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
  • Calculates overall portfolio performance using True-Time Weighted Rate of Return (TTWROR) or Internal Rate of Return (IRR).
  • Records full transaction history (purchases, sales, taxes, fees) across accounts and securities accounts.
  • Dashboards and reports with performance + risk indicators (e.g., max drawdown, volatility, semivariance) and charts/heat maps.
  • Taxonomies for custom classification (allocation charts) and a rebalancing view that computes target vs. actual allocations and deltas.

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 and 5 years of price history, and 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.
Price
Portfolio PerformanceFree • Paid plans available
MarketlogFree • From $79.99/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via homepage.

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
  • Calculates overall portfolio performance using True-Time Weighted Rate of Return (TTWROR) or Internal Rate of Return (IRR).
  • Records full transaction history (purchases, sales, taxes, fees) across accounts and securities accounts.
  • Dashboards and reports with performance + risk indicators (e.g., max drawdown, volatility, semivariance) and charts/heat maps.

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, and Advanced reports, more portfolios, unlimited holdings, and business workflows require paid plans.
  • Free plan is capped at 10 holdings: The free tier is limited to one portfolio, 10 holdings, and one custom group.
Price
Portfolio PerformanceFree • Paid plans available
SharesightFree • Paid plans available
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

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
  • Calculates overall portfolio performance using True-Time Weighted Rate of Return (TTWROR) or Internal Rate of Return (IRR).
  • Records full transaction history (purchases, sales, taxes, fees) across accounts and securities accounts.
  • Dashboards and reports with performance + risk indicators (e.g., max drawdown, volatility, semivariance) and charts/heat maps.
  • Taxonomies for custom classification (allocation charts) and a rebalancing view that computes target vs. actual allocations and deltas.

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, and Premium features include more portfolios/watchlists, advanced analytics, alerts, and AI features.
  • Coverage claims need care: Verified NYSE/Nasdaq detail conservatively despite broader marketing references to global exchange coverage.
Price
Portfolio PerformanceFree • Paid plans available
ZenvestoFree • From $8.99/mo
Free tier
Free with signup
Replacement
Drop-in replacement

Pricing checked 2026-08-04 via pricing.

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
  • Calculates overall portfolio performance using True-Time Weighted Rate of Return (TTWROR) or Internal Rate of Return (IRR).
  • Records full transaction history (purchases, sales, taxes, fees) across accounts and securities accounts.
  • Dashboards and reports with performance + risk indicators (e.g., max drawdown, volatility, semivariance) and charts/heat maps.
  • Taxonomies for custom classification (allocation charts) and a rebalancing view that computes target vs. actual allocations and deltas.

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, and 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.
Price
Portfolio PerformanceFree • Paid plans available
Stock AnalysisFree • From $79/yr
Free tier
Free, no signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

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
  • Calculates overall portfolio performance using True-Time Weighted Rate of Return (TTWROR) or Internal Rate of Return (IRR).
  • Records full transaction history (purchases, sales, taxes, fees) across accounts and securities accounts.
  • Dashboards and reports with performance + risk indicators (e.g., max drawdown, volatility, semivariance) and charts/heat maps.

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, and 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.
Price
Portfolio PerformanceFree • Paid plans available
Google FinanceFree
Free tier
Free, no signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via support.

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
  • Calculates overall portfolio performance using True-Time Weighted Rate of Return (TTWROR) or Internal Rate of Return (IRR).
  • Records full transaction history (purchases, sales, taxes, fees) across accounts and securities accounts.
  • Dashboards and reports with performance + risk indicators (e.g., max drawdown, volatility, semivariance) and charts/heat maps.

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, and 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.
Price
Portfolio PerformanceFree • Paid plans available
Investing.comFree • From $13.99/mo
Free tier
Free, no signup
Replacement
Partial replacement

Pricing checked 2026-08-05 via pricing.

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
  • Calculates overall portfolio performance using True-Time Weighted Rate of Return (TTWROR) or Internal Rate of Return (IRR).
  • Records full transaction history (purchases, sales, taxes, fees) across accounts and securities accounts.
  • Dashboards and reports with performance + risk indicators (e.g., max drawdown, volatility, semivariance) and charts/heat maps.

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, and 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.
Price
Portfolio PerformanceFree • Paid plans available
Yahoo FinanceFree • From $95.40/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-20 via pricing.

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
  • Calculates overall portfolio performance using True-Time Weighted Rate of Return (TTWROR) or Internal Rate of Return (IRR).
  • Records full transaction history (purchases, sales, taxes, fees) across accounts and securities accounts.
  • Dashboards and reports with performance + risk indicators (e.g., max drawdown, volatility, semivariance) and charts/heat maps.

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, and 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.
Price
Portfolio PerformanceFree • Paid plans available
TradingViewFree • From $12.95/mo
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Open TradingViewCompare
Full review and details
19
Optuma logo
OptumaPartial replacement
19
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
  • Calculates overall portfolio performance using True-Time Weighted Rate of Return (TTWROR) or Internal Rate of Return (IRR).
  • Records full transaction history (purchases, sales, taxes, fees) across accounts and securities accounts.
  • Dashboards and reports with performance + risk indicators (e.g., max drawdown, volatility, semivariance) and charts/heat maps.

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, and Trial-only access.
  • High starting cost: Trader Services costs USD995 for the first 12 months before its monthly or annual renewal fee; market-data costs can be extra.
Price
Portfolio PerformanceFree • Paid plans available
OptumaFrom $810/yr
Free tier
Free trial only
Replacement
Partial replacement

Pricing checked 2026-09-05 via pricing.

Start the 14-day Optuma trialCompare
Full review and details
20
GuruFocus logo
GuruFocusPartial replacement
20
GuruFocus logo
Partial replacement

GuruFocus

Analyst pickTested by us

Bottom line: Value investors looking for long historical fundamentals, GF Score, GF Value, and guru/institutional holdings.

Keep

  • Portfolio
  • Watchlist
  • Data Visualizations

Gain

  • Stock Ideas
  • Screeners
  • ETF Screeners
  • Top Analysts

Lose

  • Performance Attribution
  • Risk Metrics
  • Calculates overall portfolio performance using True-Time Weighted Rate of Return (TTWROR) or Internal Rate of Return (IRR).
  • Records full transaction history (purchases, sales, taxes, fees) across accounts and securities accounts.
  • Dashboards and reports with performance + risk indicators (e.g., max drawdown, volatility, semivariance) and charts/heat maps.

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, A free account has limited access, and Free members have limited portfolio capacity.
  • Paid access is region and tier dependent: Annual paid memberships, region add-ons, API plans, and pay-as-you-go API credits.
Price
Portfolio PerformanceFree • Paid plans available
GuruFocusFree • From $549/yr
Free tier
Free with signup
Replacement
Partial replacement

Pricing checked 2026-08-23 via pricing.

Start GuruFocus 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 GuruFocus 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.

News+14Alerts+13Calendar+13AI Research+12Dividends+12Financials+12Screeners+12Broker Connectors+11

Access & Pricing

Free options

17/20

17 of 20 alternatives keep a free tier for trials.

Mobile ready

16/20

16 matches support mobile alongside Portfolio Performance.

API availability

5/20

5 of the shortlisted tools expose API endpoints for automation-heavy workflows.

Quality checks

8 starred / 11 tested

8 tools are flagged as analyst picks; 11 have been hands-on tested.

Avg. coverage overlap

76%

Average percentage of categories shared with the base tool.

Frequently Asked Questions

What are the best alternatives to Portfolio Performance?

Portfolio Performance users most often consider Wealthfolio, Interactive Brokers (IBKR), and Portseido as their go-to alternatives.

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 GuruFocus offer a free plan or trial option, making them easy to test before committing to a paid subscription.

Which workflows do the top Portfolio Performance alternatives cover?

Expect deep coverage across Data Visualizations, Performance Attribution, Portfolio, Risk Metrics, and Watchlist, so you can port most Portfolio Performance workflows without much friction.

Keep Exploring

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.
Investing BooksBooks behind value investing, quality investing, moats, and market behavior.
Live AnalyticsSee what users are clicking, searching, and voting for across the site.
Research ToolsFind screeners, data platforms, portfolio trackers, and research tools.

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.