Snowball Analytics is the closest drop-in replacement with overlapping coverage in Portfolio, Watchlist, and Performance Attribution while adding Backtesting and Dividend coverage and Dividend-focused global portfolio tracker that consolidates multiple brokerage accounts, custom assets and cash into one view, including composite “My Net Worth” portfolios for combined analytics. and Supports wide asset coverage including stocks, ETFs, mutual funds, REITs, bonds, digital currencies, precious metals and custom assets such as real estate and alternative investments, across 60–70+ global exchanges and 25–30+ currencies. features (category overlap ~80%).
VOL. XCIV, NO. 247
Free Alternatives to Portfolio Performance
PRICE: 0 CENTS
Wednesday, January 14, 2026
Free Alternatives to Portfolio Performance
Zero-cost replacements ranked by category overlap, pricing, and platform access. Use this list to test Portfolio Performance before paying for another subscription.
Switching from Portfolio Performance doesn't have to cost a thing. We've curated 20 free-tier alternatives that cover similar workflows, from Portfolio to Data Visualizations and beyond. Each pick below is ranked by how closely it matches Portfolio Performance's category footprint—so you can trial replacements without opening your wallet.
View all alternativesAlternatives20Curated picks
Free Options20With free tiers
Avg. Overlap61%Category match
Mobile Ready15Native apps
Quick takeaways
Every pick keeps a free tier; start with Snowball Analytics, Koyfin, and Investing.com to road-test Portfolio Performance workflows without paying up front.
Round out your stack with new coverage areas like Backtesting, Dividend, Dividends, and Dividend Tax / ADR Withholding.
Similarity score 1192Category overlap: 80%
Shared coverage
PortfolioWatchlistPerformance AttributionRisk Metrics
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Backtesting, Dividend, and Dividends coverage beyond what Portfolio Performance offers.
- Standout features include Dividend-focused global portfolio tracker that consolidates multiple brokerage accounts, custom assets and cash into one view, including composite “My Net Worth” portfolios for combined analytics., Supports wide asset coverage including stocks, ETFs, mutual funds, REITs, bonds, digital currencies, precious metals and custom assets such as real estate and alternative investments, across 60–70+ global exchanges and 25–30+ currencies., and Flexible data import via 1,000+ broker connections through Yodlee/SnapTrade, broker statement/CSV uploads and manual entry (including a simplified “holdings only” mode), with nightly sync and manual refresh controls..
- Pair it with Portfolio Performance if you still need Data Visualizations.
Adds coverage: Backtesting, Dividend, Dividends, and Dividend Tax / ADR Withholding
Standout features: Dividend-focused global portfolio tracker that consolidates multiple brokerage accounts, custom assets and cash into one view, including composite “My Net Worth” portfolios for combined analytics., Supports wide asset coverage including stocks, ETFs, mutual funds, REITs, bonds, digital currencies, precious metals and custom assets such as real estate and alternative investments, across 60–70+ global exchanges and 25–30+ currencies., Flexible data import via 1,000+ broker connections through Yodlee/SnapTrade, broker statement/CSV uploads and manual entry (including a simplified “holdings only” mode), with nightly sync and manual refresh controls., and User-defined category system and target allocations help plan strategy, structure portfolios and power a rebalancing tool that suggests trades to keep allocations on target.
Similarity score 1006Category overlap: 60%
Shared coverage
PortfolioWatchlistData Visualizations
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, ETF Screeners, and Custom Dashboards coverage beyond what Portfolio Performance offers.
- Standout features include Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app., Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts., and Advanced graphing with 100+ indicators/series (fundamentals, technicals, valuation, estimates/ratings), templates, total-return charts, scatter charts, and share/embed + downloads..
- Pair it with Portfolio Performance if you still need Performance Attribution and Risk Metrics.
Adds coverage: Screeners, ETF Screeners, Custom Dashboards, and Correlation
Standout features: Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app., Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts., Advanced graphing with 100+ indicators/series (fundamentals, technicals, valuation, estimates/ratings), templates, total-return charts, scatter charts, and share/embed + downloads., and Financial Analysis pages: highlights from income/balance sheet/cash-flow plus customizable Financial Analysis templates (paid tiers).
Similarity score 992Category overlap: 60%
Shared coverage
PortfolioWatchlistData Visualizations
Assets: Stocks, ETFs, and Bonds
Experience: Intermediate and Advanced
Platforms: Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into News, Alerts, and Calendar coverage beyond what Portfolio Performance offers.
- Standout features include Multi-asset market data site/app with quotes, charts, news and tools; claims coverage across stocks, commodities, crypto, indices, currencies, bonds, funds, interest rates, ETFs, futures and options., Cross-device alerts: customized price alerts on any instrument plus alerts for selected economic events; managed via an Alert Center on web and apps., and Mobile app highlights include real-time quotes (30,000+ instruments / 100+ exchanges), economic calendar alerts, breaking news alerts, and a customized portfolio view..
- Pair it with Portfolio Performance if you still need Performance Attribution and Risk Metrics.
Adds coverage: News, Alerts, Calendar, and Dividends
Standout features: Multi-asset market data site/app with quotes, charts, news and tools; claims coverage across stocks, commodities, crypto, indices, currencies, bonds, funds, interest rates, ETFs, futures and options., Cross-device alerts: customized price alerts on any instrument plus alerts for selected economic events; managed via an Alert Center on web and apps., Mobile app highlights include real-time quotes (30,000+ instruments / 100+ exchanges), economic calendar alerts, breaking news alerts, and a customized portfolio view., and Portfolio & watchlist tracking; help docs describe importing a watchlist from CSV and downloading portfolio/watchlist/holdings as CSV.
Similarity score 984Category overlap: 60%
Shared coverage
PortfolioPerformance AttributionRisk Metrics
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Downloadable Tax Reports, Capital Gains Estimator, and Dividend Tax / ADR Withholding coverage beyond what Portfolio Performance offers.
- Standout features include Global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, ETFs, funds and crypto across 60+ markets, with support for cash accounts and property in one view., Connects to 200+ brokers and finance apps (including Trading 212, Hargreaves Lansdown and Interactive Brokers) so trades can be imported directly, or via CSV/manual workflows when brokers are unsupported., and Rich reporting suite for performance and risk, including performance, multi‑period, diversity, exposure, contribution analysis and drawdown risk reports, plus benchmarking against indices or individual securities..
- Pair it with Portfolio Performance if you still need Watchlist and Data Visualizations.
Adds coverage: Downloadable Tax Reports, Capital Gains Estimator, Dividend Tax / ADR Withholding, and Dividend
Standout features: Global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, ETFs, funds and crypto across 60+ markets, with support for cash accounts and property in one view., Connects to 200+ brokers and finance apps (including Trading 212, Hargreaves Lansdown and Interactive Brokers) so trades can be imported directly, or via CSV/manual workflows when brokers are unsupported., Rich reporting suite for performance and risk, including performance, multi‑period, diversity, exposure, contribution analysis and drawdown risk reports, plus benchmarking against indices or individual securities., and Tax‑aware reporting with CGT, unrealised CGT, taxable income, traders tax and other country‑specific reports, driven by each portfolio’s tax residency setting.
Similarity score 978Category overlap: 80%
Shared coverage
PortfolioWatchlistData VisualizationsRisk Metrics
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Pricing: Free and Subscription
Why investors switch
- Expands into Backtesting, Correlation, and Factor Exposure coverage beyond what Portfolio Performance offers.
- Standout features include Portfolio and instrument analytics suite with 20+ tools for performance, risk and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models)., Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios., and Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data)..
- Pair it with Portfolio Performance if you still need Performance Attribution.
Adds coverage: Backtesting, Correlation, Factor Exposure, and Stock Comparison
Standout features: Portfolio and instrument analytics suite with 20+ tools for performance, risk and optimization (portfolio analysis, portfolio performance, stock comparison, Sharpe, Sortino, Omega, Martin, VaR, CVaR, volatility models)., Portfolio tracking for both static and transactional portfolios, including lazy model portfolios and public user portfolios, with benchmarking against indices and other portfolios., Backtesting of portfolios and single instruments with configurable rebalancing and long lookback windows (Free limited to ~10 years, paid plans use 40+ years of data)., and Stock, ETF and mutual fund screeners with hundreds of filters across thousands of instruments, recalculated daily.
Similarity score 932Category overlap: 60%
Shared coverage
PortfolioWatchlistData Visualizations
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Alerts, Compounding Calculator, and Screeners coverage beyond what Portfolio Performance offers.
- Standout features include Comprehensive tools hub including watchlists, portfolio tracking, alerts, equities and fund screeners, and a compound growth calculator (beta)., Free accounts allow users to build watchlists, track portfolios, and set price or news alerts directly from instrument pages., and Portfolio tool supports manual transaction entry, shows key fundamentals, and integrates related FT news..
- Pair it with Portfolio Performance if you still need Performance Attribution and Risk Metrics.
Adds coverage: Alerts, Compounding Calculator, Screeners, and ETF Screeners
Standout features: Comprehensive tools hub including watchlists, portfolio tracking, alerts, equities and fund screeners, and a compound growth calculator (beta)., Free accounts allow users to build watchlists, track portfolios, and set price or news alerts directly from instrument pages., Portfolio tool supports manual transaction entry, shows key fundamentals, and integrates related FT news., and Alerts can be managed on-site or via myFT email preferences.
Similarity score 932Category overlap: 60%
Shared coverage
PortfolioWatchlistData Visualizations
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into News, Alerts, and Calendar coverage beyond what Portfolio Performance offers.
- Standout features include Global exchange coverage with explicit exchange suffixes, delay tables, and data-provider attributions (e.g., ICE Data Services; CoinMarketCap for crypto)., Portfolios + watchlists to track holdings/performance; supports importing holdings via CSV., and Portfolio data can be imported/exported as CSV (useful for spreadsheet workflows)..
- Pair it with Portfolio Performance if you still need Performance Attribution and Risk Metrics.
Adds coverage: News, Alerts, Calendar, and Screeners
Standout features: Global exchange coverage with explicit exchange suffixes, delay tables, and data-provider attributions (e.g., ICE Data Services; CoinMarketCap for crypto)., Portfolios + watchlists to track holdings/performance; supports importing holdings via CSV., Portfolio data can be imported/exported as CSV (useful for spreadsheet workflows)., and Advanced Chart supports adding multiple ticker symbols to compare relative performance (desktop + mobile browsers).
Similarity score 924Category overlap: 60%
Shared coverage
PortfolioWatchlistData Visualizations
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, Alerts, and Calendar coverage beyond what Portfolio Performance offers.
- Standout features include Tiered pricing: Basic $19.95, Extra $29.95, PRO $49.95. Limits scale by tier (ChartLists: 1/250/500; Custom Scans: 1/200/500; Scheduled Scans: 0/10/25; Price Alerts: 2/200/500; Advanced Alerts: 1/100/250). Auto-refresh every 15s (Basic/Extra) or 5s (PRO)., Real-time data: free US BATS quotes; official real-time add-ons available for NYSE, NASDAQ, TSX/TSX-V, and LSE. Other markets are 15-minute delayed., and Advanced Scan Workbench with custom syntax for daily, weekly, and monthly scans (no intraday scans)..
- Pair it with Portfolio Performance if you still need Performance Attribution and Risk Metrics.
Adds coverage: Screeners, Alerts, Calendar, and Options
Standout features: Tiered pricing: Basic $19.95, Extra $29.95, PRO $49.95. Limits scale by tier (ChartLists: 1/250/500; Custom Scans: 1/200/500; Scheduled Scans: 0/10/25; Price Alerts: 2/200/500; Advanced Alerts: 1/100/250). Auto-refresh every 15s (Basic/Extra) or 5s (PRO)., Real-time data: free US BATS quotes; official real-time add-ons available for NYSE, NASDAQ, TSX/TSX-V, and LSE. Other markets are 15-minute delayed., Advanced Scan Workbench with custom syntax for daily, weekly, and monthly scans (no intraday scans)., and Price and advanced alerts deliver via email, SMS, and in-platform notifications. The alert engine checks conditions every 3–5 minutes during market hours.
Similarity score 914Category overlap: 60%
Shared coverage
PortfolioWatchlistData Visualizations
Assets: Stocks, ETFs, and Bonds
Experience: Intermediate and Advanced
Platforms: Desktop and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Quant, Screeners, and Stock Ideas coverage beyond what Portfolio Performance offers.
- Standout features include Markets covered include stocks, ETFs, cryptocurrencies, bonds, FX, futures, and indices., Supercharts with multi-chart layouts, custom intervals (incl. seconds and range bars), and more charts-per-tab on higher tiers (up to 16 on Ultimate)., and Technical analysis toolkit with 400+ built-in indicators/strategies, 100,000+ public indicators, and 110+ drawing tools..
- Pair it with Portfolio Performance if you still need Performance Attribution and Risk Metrics.
Adds coverage: Quant, Screeners, Stock Ideas, and Backtesting
Standout features: Markets covered include stocks, ETFs, cryptocurrencies, bonds, FX, futures, and indices., Supercharts with multi-chart layouts, custom intervals (incl. seconds and range bars), and more charts-per-tab on higher tiers (up to 16 on Ultimate)., Technical analysis toolkit with 400+ built-in indicators/strategies, 100,000+ public indicators, and 110+ drawing tools., and Cloud-based alerts (price/drawings/Pine scripts) with delivery via browser/email/apps/webhooks; Premium & Ultimate support open-ended (non-expiring) alerts.
Similarity score 890Category overlap: 60%
Shared coverage
PortfolioWatchlistRisk Metrics
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Pricing: Free and Subscription
Why investors switch
- Expands into Stock Ideas, Screeners, and ETF Screeners coverage beyond what Portfolio Performance offers.
- Standout features include Broker‑agnostic web portfolio tracker that consolidates multiple brokerage, IRA and 401(k) accounts into a single dashboard with performance, allocation, income and risk analytics for individual and combined portfolios., Secure account linking to 10,000+ banks and brokers (including Fidelity, Schwab, Robinhood, Webull, Coinbase and many plan sponsors) via Plaid and Snaptrade using OAuth; Ziggma never sees or stores login credentials and encrypts holdings data., and Dividend Tracker that aggregates cash flows and forward income across all linked accounts, monitors portfolio yield and payment timing, and lets users drill into income by holding..
- Pair it with Portfolio Performance if you still need Data Visualizations and Performance Attribution.
Adds coverage: Stock Ideas, Screeners, ETF Screeners, and Financials
Standout features: Broker‑agnostic web portfolio tracker that consolidates multiple brokerage, IRA and 401(k) accounts into a single dashboard with performance, allocation, income and risk analytics for individual and combined portfolios., Secure account linking to 10,000+ banks and brokers (including Fidelity, Schwab, Robinhood, Webull, Coinbase and many plan sponsors) via Plaid and Snaptrade using OAuth; Ziggma never sees or stores login credentials and encrypts holdings data., Dividend Tracker that aggregates cash flows and forward income across all linked accounts, monitors portfolio yield and payment timing, and lets users drill into income by holding., and Algorithm‑powered Ziggma Stock Scores - daily updated, fully fundamentals‑driven 0–100 ratings based on dozens of indicators for growth, profitability, valuation and financial strength for all US stocks above $100m market cap - plus a Top 50 list of high‑scoring stocks in fast‑growing industries.
Similarity score 864Category overlap: 60%
Shared coverage
PortfolioWatchlistData Visualizations
Assets: Stocks, ETFs, and Cryptos
Experience: Intermediate and Advanced
Platforms: Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into News, Alerts, and Calendar coverage beyond what Portfolio Performance offers.
- Standout features include Market news + quotes with broad coverage across equities, ETFs, commodities, currencies/forex and cryptocurrencies., Custom watchlists ("My lists") with real-time quotes, news, earnings releases, valuation trends, broker recommendations, and smart email alerts., and Stock Screener with 650+ fundamental and technical criteria; includes filters for dividends, analyst consensus/revisions, technical indicators, and ESG..
- Pair it with Portfolio Performance if you still need Performance Attribution and Risk Metrics.
Adds coverage: News, Alerts, Calendar, and Screeners
Standout features: Market news + quotes with broad coverage across equities, ETFs, commodities, currencies/forex and cryptocurrencies., Custom watchlists ("My lists") with real-time quotes, news, earnings releases, valuation trends, broker recommendations, and smart email alerts., Stock Screener with 650+ fundamental and technical criteria; includes filters for dividends, analyst consensus/revisions, technical indicators, and ESG., and Dynamic Chart with configurable technical indicators and quick switching between stocks and personal lists; technical indicators available on 30,000+ listed stocks.
Similarity score 854Category overlap: 60%
Shared coverage
PortfolioWatchlistData Visualizations
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate
Pricing: Free
Why investors switch
- Expands into Screeners, Stock Comparison, and News coverage beyond what Portfolio Performance offers.
- Standout features include Homepage aggregates market news, market-trend lists (e.g., most active/gainers/losers), and an earnings calendar., Create custom watchlists by following securities; watchlists include related news (“Your watchlist in the news”)., and Compare securities directly under the chart, and compare broader markets (e.g., Europe or Currencies)..
- Pair it with Portfolio Performance if you still need Performance Attribution and Risk Metrics.
Adds coverage: Screeners, Stock Comparison, News, and Calendar
Standout features: Homepage aggregates market news, market-trend lists (e.g., most active/gainers/losers), and an earnings calendar., Create custom watchlists by following securities; watchlists include related news (“Your watchlist in the news”)., Compare securities directly under the chart, and compare broader markets (e.g., Europe or Currencies)., and Manual portfolios: add holdings by entering shares, purchase date, and purchase price; view portfolio value over time, returns, allocation highlights, and related news.
Similarity score 854Category overlap: 60%
Shared coverage
PortfolioWatchlistData Visualizations
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Desktop and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Stock Ideas, Screeners, and ETF Screeners coverage beyond what Portfolio Performance offers.
- Standout features include Covers 120,000+ global stocks and funds with quotes, news, financials, forecasts, charts, and statistics, aiming to be “the internet’s best source of free stock data and information for regular investors.”, Global coverage for stocks and ETFs, with 100,000+ tradable symbols across major U.S. exchanges (NASDAQ, NYSE, CBOE, OTC Markets) and many international markets; goal is to list every tradable stock in the world., and Individual stock pages combine real-time or delayed prices, key stats, full financial statements (income, balance sheet, cash flow), ratios, KPIs, dividend history, long price history, interactive technical charts, and company profiles..
- Pair it with Portfolio Performance if you still need Performance Attribution and Risk Metrics.
Adds coverage: Stock Ideas, Screeners, ETF Screeners, and Top Analysts
Standout features: Covers 120,000+ global stocks and funds with quotes, news, financials, forecasts, charts, and statistics, aiming to be “the internet’s best source of free stock data and information for regular investors.”, Global coverage for stocks and ETFs, with 100,000+ tradable symbols across major U.S. exchanges (NASDAQ, NYSE, CBOE, OTC Markets) and many international markets; goal is to list every tradable stock in the world., Individual stock pages combine real-time or delayed prices, key stats, full financial statements (income, balance sheet, cash flow), ratios, KPIs, dividend history, long price history, interactive technical charts, and company profiles., and Three real-time screeners (stocks, ETFs, IPOs) with 200+ indicators and filters, including country, exchange, sector, industry, index membership, dates (e.g., IPO date, ex‑dividend), and performance/valuation metrics; results update live as filters change.
Similarity score 846Category overlap: 60%
Shared coverage
PortfolioWatchlistData Visualizations
Assets: Stocks, ETFs, and Cryptos
Experience: Intermediate and Advanced
Platforms: Mobile
Pricing: Free
Why investors switch
- Expands into Brokerage, Copy/Social Trading, and Paper Trading coverage beyond what Portfolio Performance offers.
- Standout features include Commission-free trading on U.S. stocks and ETFs; crypto trades incur a 1% fee; $0 withdrawal fee (minimum withdrawal $30)., Options trading in the U.S. with no commissions and no contract fees, offered via the eToro Options app., and CopyTrader™ allows users to mirror the trades of other investors in real time; copying is free, with a $200 minimum..
- Pair it with Portfolio Performance if you still need Performance Attribution and Risk Metrics.
Adds coverage: Brokerage, Copy/Social Trading, Paper Trading, and Advanced Order Types
Standout features: Commission-free trading on U.S. stocks and ETFs; crypto trades incur a 1% fee; $0 withdrawal fee (minimum withdrawal $30)., Options trading in the U.S. with no commissions and no contract fees, offered via the eToro Options app., CopyTrader™ allows users to mirror the trades of other investors in real time; copying is free, with a $200 minimum., and Smart Portfolios group assets thematically and are managed by eToro’s Investment Team; they rebalance regularly, require a $500 minimum, and carry no management fees.
Similarity score 844Category overlap: 40%
Shared coverage
WatchlistData Visualizations
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into News, Alerts, and Calendar coverage beyond what Portfolio Performance offers.
- Standout features include Market data hub with stock and market screeners, mutual fund research, fund comparison, and multi-quote lookup tools., Personal watchlists available free with an account; syncs across web and mobile apps with customizable price and news alerts., and Comprehensive event calendars, including U.S. economic releases, corporate earnings, IPO schedules, and options-expiration dates..
- Pair it with Portfolio Performance if you still need Portfolio, Performance Attribution, and Risk Metrics.
Adds coverage: News, Alerts, Calendar, and Screeners
Standout features: Market data hub with stock and market screeners, mutual fund research, fund comparison, and multi-quote lookup tools., Personal watchlists available free with an account; syncs across web and mobile apps with customizable price and news alerts., Comprehensive event calendars, including U.S. economic releases, corporate earnings, IPO schedules, and options-expiration dates., and BigCharts advanced charting platform with multiple timeframes (intraday to monthly) and technical overlays; intraday data typically delayed 15 minutes.
Similarity score 826Category overlap: 60%
Shared coverage
PortfolioWatchlistData Visualizations
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Screeners, ETF Screeners, and Stock Comparison coverage beyond what Portfolio Performance offers.
- Standout features include Spreadsheet‑style Table lets you compare stocks, ETFs and mutual funds side‑by‑side with customizable views and an Insight Panel showing detailed fundamentals, analyst ratings, news and earnings transcripts., Powerful stock and ETF screener supports hundreds of metrics, ranked screening and equation‑based filters, with more metrics and history unlocked at higher tiers (up to 700+ metrics in Premium Plus)., and Portfolio Management covers brokerage integration, portfolio analytics, automatic performance emails, dividend income projections, Monte Carlo simulations, correlation analysis, trade planning and rebalancing tools..
- Pair it with Portfolio Performance if you still need Performance Attribution and Risk Metrics.
Adds coverage: Screeners, ETF Screeners, Stock Comparison, and ETF Comparison
Standout features: Spreadsheet‑style Table lets you compare stocks, ETFs and mutual funds side‑by‑side with customizable views and an Insight Panel showing detailed fundamentals, analyst ratings, news and earnings transcripts., Powerful stock and ETF screener supports hundreds of metrics, ranked screening and equation‑based filters, with more metrics and history unlocked at higher tiers (up to 700+ metrics in Premium Plus)., Portfolio Management covers brokerage integration, portfolio analytics, automatic performance emails, dividend income projections, Monte Carlo simulations, correlation analysis, trade planning and rebalancing tools., and Future Simulations tool uses Monte Carlo methods to model long‑term portfolio outcomes under different market regimes, inflation assumptions and contribution/withdrawal patterns.
Similarity score 820Category overlap: 60%
Shared coverage
PortfolioData VisualizationsRisk Metrics
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Pricing: Free
Why investors switch
- Expands into Quant, Correlation, and Backtesting coverage beyond what Portfolio Performance offers.
- Standout features include Interactive Efficient Frontier (mean–variance) widget for quick visualization., Compare-assets widget covering returns, drawdowns, CVaR, and correlations., and Portfolio widget built on adjusted monthly data for risk/return analysis..
- Pair it with Portfolio Performance if you still need Watchlist and Performance Attribution.
Adds coverage: Quant, Correlation, Backtesting, and Monte Carlo
Standout features: Interactive Efficient Frontier (mean–variance) widget for quick visualization., Compare-assets widget covering returns, drawdowns, CVaR, and correlations., Portfolio widget built on adjusted monthly data for risk/return analysis., and Python library supports mean–variance optimization, rebalancing scenarios, backtesting, and advanced risk metrics such as VaR, CVaR, semideviation, and drawdowns.
Similarity score 814Category overlap: 75%
Shared coverage
PortfolioData VisualizationsRisk Metrics
Assets: Stocks, ETFs, and Cryptos
Experience: Intermediate and Advanced
Platforms: Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Dividend coverage beyond what Portfolio Performance offers.
- Standout features include Global coverage of stocks (70+ exchanges), 20,000+ ETFs, and major cryptocurrencies., Performance metrics include Money-Weighted Return (MWR) and Time-Weighted Return (TWR), benchmarked and displayed in your base currency., and Risk analysis with beta and drawdown metrics in the Portfolio Analyzer..
- Pair it with Portfolio Performance if you still need Watchlist and Performance Attribution.
Adds coverage: Dividend
Standout features: Global coverage of stocks (70+ exchanges), 20,000+ ETFs, and major cryptocurrencies., Performance metrics include Money-Weighted Return (MWR) and Time-Weighted Return (TWR), benchmarked and displayed in your base currency., Risk analysis with beta and drawdown metrics in the Portfolio Analyzer., and Automatic dividend tracking with history, estimates, and a dividend calendar/forecast, plus automatic split adjustments.
Similarity score 798Category overlap: 40%
Shared coverage
PortfolioWatchlist
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into News, Alerts, and Calendar coverage beyond what Portfolio Performance offers.
- Standout features include Real-time financial news and market-moving analysis with alerting controls (content + ratings/price + portfolio digests)., Portfolio tracker supports manual lot entry (shares, price, date, transaction type) and downloads/export to Excel (.xlsx)., and Premium/PRO: broker-linked portfolios via Plaid/SnapTrade; holdings can auto-update (daily) with MFA/OTP caveats..
- Pair it with Portfolio Performance if you still need Data Visualizations, Performance Attribution, and Risk Metrics.
Adds coverage: News, Alerts, Calendar, and Stock Ideas
Standout features: Real-time financial news and market-moving analysis with alerting controls (content + ratings/price + portfolio digests)., Portfolio tracker supports manual lot entry (shares, price, date, transaction type) and downloads/export to Excel (.xlsx)., Premium/PRO: broker-linked portfolios via Plaid/SnapTrade; holdings can auto-update (daily) with MFA/OTP caveats., and Symbol-page ratings: Quant Rating + SA Author rating + Wall Street (sell-side) rating, plus factor grades (Value/Growth/Profitability/Momentum/EPS Revisions).
Similarity score 792Category overlap: 60%
Shared coverage
PortfolioData VisualizationsRisk Metrics
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Pricing: Free and Subscription
Why investors switch
- Expands into ETF Screeners, Screeners, and Factor Exposure coverage beyond what Portfolio Performance offers.
- Standout features include Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs., Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration., and Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks..
- Pair it with Portfolio Performance if you still need Watchlist and Performance Attribution.
Adds coverage: ETF Screeners, Screeners, Factor Exposure, and Correlation
Standout features: Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs., Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration., Risk and efficiency analytics including portfolio standard deviation, beta, diversification labels, fund overlap metrics and efficient‑frontier / Sharpe‑ratio views versus major benchmarks., and ETF and mutual fund screener that filters products by asset class, geography, theme, provider and sector, alongside performance and information panels.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Portfolio×19Data Visualizations×16Watchlist×16Risk Metrics×7Performance Attribution×2
New angles introduced
Categories the alternatives add beyond Portfolio Performance.
Screeners+15Alerts+13Calendar+13Financials+12News+12Analyst Price Targets+9Analyst Recommendations+8Dividends+8
Free Access & Pricing
Free options
All 20
20 vetted picks keep a permanent free tier so you can validate workflows before upgrading.
Mobile ready
15/20
15 matches support mobile alongside Portfolio Performance.
API availability
4/20
4 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
8 starred / 13 tested
8 tools are flagged as analyst picks; 13 have been hands-on tested.
Avg. coverage overlap
61%
Average percentage of categories shared with the base tool.
Free Alternatives FAQ
What are the best free alternatives to Portfolio Performance?
Start with Snowball Analytics, Koyfin, and Investing.com to replicate Portfolio Performance workflows without paying for a subscription.
Do these picks stay permanently free?
Yes. Each platform listed keeps a standing free tier with no credit card required -- though export limits or seat caps may apply if you scale usage.
Which Portfolio Performance workflows stay covered on the free plan?
Expect solid overlap across Portfolio, Watchlist, Performance Attribution, Risk Metrics, and Data Visualizations, so core Portfolio Performance workflows can move over without a paid upgrade.
What extra coverage do the free alternatives add?
Backtesting, Dividend, Dividends, Dividend Tax / ADR Withholding, Calendar, Splits, News, Financials, Broker Connectors, Compounding Calculator, Screeners, ETF Screeners, Custom Dashboards, Correlation, Alerts, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Transcripts, Short Interest, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Valuation, Fund Overview, Fund Performance, Fund Holdings, Yield Curves, Client & Investor Reporting, Model Portfolios & Sleeves, Householding & Multi-Entity, IPO, Stock Ideas, Scores, Valuation Models, AI, AI Chat, Downloadable Tax Reports, Capital Gains Estimator, Wealth Management, Client Portal & Mobile App, APIs & SDKs, Data APIs, Factor Exposure, Stock Comparison, ETF Comparison, Quant, Insider Data, Fund Rating, ESG Ratings, Institutional Data, Options, Paper Trading, Webhooks, Order Book / Level II, Education, Blogs, Newsletters, Top Analysts, Brokerage, Copy/Social Trading, Advanced Order Types, Interest Rates, Monte Carlo, Flags, Videos, Inflation Rates, AI Earnings Summary, and ETF Overlap show up most often as bonus coverage beyond the base platform, giving you room to experiment before upgrading.
Where might I still rely on Portfolio Performance?
Data Visualizations, Performance Attribution, Risk Metrics, Watchlist, and Portfolio remain strengths for Portfolio Performance. Keep it handy for those tasks or plan for a paid upgrade if they matter.
Information
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Substack: Jera Value
Got questions or suggestions? I'm all ears!
Missing a Tool?
Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
OR
Got ideas for new features?
Suggest on XStarred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
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.