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
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. Overlap69%Category match
Mobile Ready17Native apps
Quick takeaways
Every pick keeps a free tier; start with Snowball Analytics, Stock Rover, and Delta by eToro 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 1168Category overlap: 100%
Shared coverage
PortfolioWatchlistData VisualizationsPerformance AttributionRisk Metrics
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: 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 Advanced web application for stock and ETF comparison, screening, portfolio analytics, charting, alerts, stock ratings, earnings calendars, and brokerage integration., North American coverage: free/plan pages advertise 8,500+ North American stocks, 4,000 ETFs, and 40,000 mutual funds; the FAQ separately says Stock Rover supports 40,000+ tickers across major U.S. and Canadian exchanges plus OTCBB/OTCPK., and Powerful screeners: 150+ pre-built screeners, custom stock and ETF screeners, ranked screening, guru-style metrics, screener snapshots, historical/equation screening in Premium Plus, and hundreds of screenable metrics..
Adds coverage: Stock Ideas, Screeners, ETF Screeners, and Stock Comparison
Standout features: Advanced web application for stock and ETF comparison, screening, portfolio analytics, charting, alerts, stock ratings, earnings calendars, and brokerage integration., North American coverage: free/plan pages advertise 8,500+ North American stocks, 4,000 ETFs, and 40,000 mutual funds; the FAQ separately says Stock Rover supports 40,000+ tickers across major U.S. and Canadian exchanges plus OTCBB/OTCPK., Powerful screeners: 150+ pre-built screeners, custom stock and ETF screeners, ranked screening, guru-style metrics, screener snapshots, historical/equation screening in Premium Plus, and hundreds of screenable metrics., and Spreadsheet-like comparison table and tile views for comparing stocks, ETFs, funds, portfolios, indices, and custom datasets across financial, operational, pricing, valuation, dividend, analyst, ratings, momentum, and performance metrics.
Similarity score 1160Category overlap: 80%
Shared coverage
PortfolioWatchlistData VisualizationsRisk Metrics
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Desktop and Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Alerts, Calendar, and News coverage beyond what Portfolio Performance offers.
- Standout features include All-in-one portfolio tracker for stocks, ETFs, mutual funds, crypto, NFTs, forex, commodities, and indices., Connects to broker, bank, crypto exchange, and wallet accounts with read-only syncing; users can also import via CSV or add manual transactions., and Portfolio dashboards show performance, asset allocation, portfolio diversity, geographic exposure, sector exposure, historical performance, gains/losses, fees, and portfolio P/E..
- Pair it with Portfolio Performance if you still need Performance Attribution.
Adds coverage: Alerts, Calendar, News, and ETF Overview
Standout features: All-in-one portfolio tracker for stocks, ETFs, mutual funds, crypto, NFTs, forex, commodities, and indices., Connects to broker, bank, crypto exchange, and wallet accounts with read-only syncing; users can also import via CSV or add manual transactions., Portfolio dashboards show performance, asset allocation, portfolio diversity, geographic exposure, sector exposure, historical performance, gains/losses, fees, and portfolio P/E., and Asset-level pages provide prices, charts, alerts, asset performance, analyst/news-style context, and detail pages for supported instruments.
Similarity score 1072Category overlap: 80%
Shared coverage
PortfolioWatchlistData VisualizationsRisk Metrics
Assets: Stocks, ETFs, and Bonds
Experience: Intermediate and Advanced
Platforms: Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Investor Holdings, Monte Carlo, and Compounding Calculator coverage beyond what Portfolio Performance offers.
- Standout features include All-in-one portfolio tracker for stocks/equities, ETFs, options, bonds, funds, currencies/forex, crypto, and indices, available through the Marketlog web app and iOS/Android mobile apps., Manual and automated portfolio tracking: users can enter transactions manually or connect supported brokerage/bank accounts through Marketlog's data provider; connected portfolios are usually fetched end-of-day and updated with live market data during market hours., and Broker and bank connectivity for 2,000+ supported institutions; popular examples shown publicly include Fidelity, E*TRADE from Morgan Stanley, Vanguard, Schwab, Interactive Brokers, and Robinhood..
- Pair it with Portfolio Performance if you still need Performance Attribution.
Adds coverage: Investor Holdings, Monte Carlo, Compounding Calculator, and News
Standout features: All-in-one portfolio tracker for stocks/equities, ETFs, options, bonds, funds, currencies/forex, crypto, and indices, available through the Marketlog web app and iOS/Android mobile apps., Manual and automated portfolio tracking: users can enter transactions manually or connect supported brokerage/bank accounts through Marketlog's data provider; connected portfolios are usually fetched end-of-day and updated with live market data during market hours., Broker and bank connectivity for 2,000+ supported institutions; popular examples shown publicly include Fidelity, E*TRADE from Morgan Stanley, Vanguard, Schwab, Interactive Brokers, and Robinhood., and Portfolio analytics include gains, drawdowns, returns over different periods, diversification, goals, target allocation, benchmarking, statistics, and daily/weekly portfolio email updates.
Similarity score 1072Category overlap: 80%
Shared coverage
PortfolioData VisualizationsPerformance AttributionRisk Metrics
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: Mobile
Pricing: Free and Subscription
Why investors switch
- Expands into Tax Lots / Lot Optimization, Dividend, and Dividends coverage beyond what Portfolio Performance offers.
- Standout features include All-in-one portfolio tracker for stocks, ETFs, cryptocurrencies and custom assets, with public pages citing 70+ stock exchanges, 20,000+ ETFs and investors in 160+ countries., Web app plus iOS and Android apps for tracking portfolio performance, viewing real-time market data, managing trades and accessing investment insights on the go., and Portfolio analytics include money-weighted return (MWR), time-weighted return (TWR), simple return, beta, drawdown, Sharpe ratio, max drawdown duration and benchmarking against user-selected indices, ETFs and other assets..
- Pair it with Portfolio Performance if you still need Watchlist.
Adds coverage: Tax Lots / Lot Optimization, Dividend, Dividends, and Splits
Standout features: All-in-one portfolio tracker for stocks, ETFs, cryptocurrencies and custom assets, with public pages citing 70+ stock exchanges, 20,000+ ETFs and investors in 160+ countries., Web app plus iOS and Android apps for tracking portfolio performance, viewing real-time market data, managing trades and accessing investment insights on the go., Portfolio analytics include money-weighted return (MWR), time-weighted return (TWR), simple return, beta, drawdown, Sharpe ratio, max drawdown duration and benchmarking against user-selected indices, ETFs and other assets., and Allocation dashboards break holdings down by businesses, industries, sectors, countries, regions, asset classes and other dimensions, with filtered multi-portfolio views.
Similarity score 1034Category overlap: 80%
Shared coverage
PortfolioWatchlistData VisualizationsRisk Metrics
Assets: Stocks, ETFs, and Mutual Funds
Experience: Intermediate and Advanced
Platforms: 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 Research coverage for 130,000+ global stocks and funds, including stock prices, financials, forecasts, charts, news, and all S&P 500 companies., Public stock research pages include quote data, overview metrics, company profile, financial statements, ratios/KPIs, statistics, metrics, dividends, price history, analyst forecasts, analyst ratings, price targets, and news., and Screening tools include stock, ETF, IPO, and mutual-fund screeners; the stock screener supports country/exchange selection, saved screens, filters, indicators, watchlist actions, and downloadable tables..
- Pair it with Portfolio Performance if you still need Performance Attribution.
Adds coverage: Stock Ideas, Screeners, ETF Screeners, and Top Analysts
Standout features: Research coverage for 130,000+ global stocks and funds, including stock prices, financials, forecasts, charts, news, and all S&P 500 companies., Public stock research pages include quote data, overview metrics, company profile, financial statements, ratios/KPIs, statistics, metrics, dividends, price history, analyst forecasts, analyst ratings, price targets, and news., Screening tools include stock, ETF, IPO, and mutual-fund screeners; the stock screener supports country/exchange selection, saved screens, filters, indicators, watchlist actions, and downloadable tables., and ETF and fund analysis includes ETF screener, ETF comparison, ETF providers/new launches, ETF holdings, mutual-fund screener, fund performance data, and holdings/count data for mutual funds.
Similarity score 1006Category 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 Stock Ideas, Screeners, and Stock Comparison coverage beyond what Portfolio Performance offers.
- Standout features include Global financial portal covering stocks, indices, commodities, currencies, ETFs, bonds, funds, cryptocurrencies, futures, options, interest rates, and economic indicators., Large global coverage footprint: Investing.com says the platform is available in 44 language editions, covers 250 exchanges, and tracks more than 300,000 financial instruments., and Free web and mobile apps with quotes, charts, watchlists, alerts, market news, economic calendars, portfolios, and calculators..
- Pair it with Portfolio Performance if you still need Performance Attribution and Risk Metrics.
Adds coverage: Stock Ideas, Screeners, Stock Comparison, and Options & Derivatives
Standout features: Global financial portal covering stocks, indices, commodities, currencies, ETFs, bonds, funds, cryptocurrencies, futures, options, interest rates, and economic indicators., Large global coverage footprint: Investing.com says the platform is available in 44 language editions, covers 250 exchanges, and tracks more than 300,000 financial instruments., Free web and mobile apps with quotes, charts, watchlists, alerts, market news, economic calendars, portfolios, and calculators., and Mobile app support for iOS, iPad, Apple Watch, and Android; Investing.com says its apps have 50M+ downloads, and the iOS listing describes live quotes/charts across 100,000+ instruments.
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 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., Public pricing page says 500,000+ investors track investments with Sharesight., and 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..
- 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., Public pricing page says 500,000+ investors track investments with Sharesight., 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.
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 938Category overlap: 80%
Shared coverage
PortfolioWatchlistData VisualizationsRisk Metrics
Assets: Stocks, ETFs, and Cryptos
Experience: Intermediate
Pricing: Free and Subscription
Why investors switch
- Expands into Backtesting, News, and Calendar coverage beyond what Portfolio Performance offers.
- Standout features include Portfolio dashboard for holdings, performance, dividends, news, analyst insights, allocation, top gainers/losers, portfolio health score, and key insights., Tracks stocks, ETFs, cryptocurrencies, and indexes/benchmarks, with advertised real-time portfolio tracking for 15,000+ US stocks and cryptocurrency monitoring for 500+ digital assets., and Supported-exchanges page documents NYSE and Nasdaq coverage for 10,500+ stocks; the landing page also shows a broader 50+ global-exchanges marketing metric without a public exchange list..
- Pair it with Portfolio Performance if you still need Performance Attribution.
Adds coverage: Backtesting, News, Calendar, and Stock Ideas
Standout features: Portfolio dashboard for holdings, performance, dividends, news, analyst insights, allocation, top gainers/losers, portfolio health score, and key insights., Tracks stocks, ETFs, cryptocurrencies, and indexes/benchmarks, with advertised real-time portfolio tracking for 15,000+ US stocks and cryptocurrency monitoring for 500+ digital assets., Supported-exchanges page documents NYSE and Nasdaq coverage for 10,500+ stocks; the landing page also shows a broader 50+ global-exchanges marketing metric without a public exchange list., and Performance analytics include Money-Weighted Return (MWR), Time-Weighted Return (TWR), simple return, monthly performance breakdown, portfolio analysis, and portfolio performance reports.
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 Stock Ideas, Screeners, and ETF Screeners coverage beyond what Portfolio Performance offers.
- Standout features include Global value-investing research platform with historical financial and valuation data, screeners, charts, comparisons, institutional-investor trading histories, executive trading histories, market valuation data, economic indicators, and industry indicators., Large global coverage footprint: GuruFocus says it serves more than 1 million users worldwide, covers 100,000 stocks in 100 markets, tracks 8,000+ institutional investors’ trading histories, and tracks 15,000+ mutual fund holdings; API documentation separately describes 60,000+ companies across 9 regions., and All-in-One Screener with 500+ filters across fundamentals, valuation, profitability, growth, dividends, guru holdings, insider trades, predefined value screens, custom filters, saved screens, downloadable results, and portfolio workflow integration..
- 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: Global value-investing research platform with historical financial and valuation data, screeners, charts, comparisons, institutional-investor trading histories, executive trading histories, market valuation data, economic indicators, and industry indicators., Large global coverage footprint: GuruFocus says it serves more than 1 million users worldwide, covers 100,000 stocks in 100 markets, tracks 8,000+ institutional investors’ trading histories, and tracks 15,000+ mutual fund holdings; API documentation separately describes 60,000+ companies across 9 regions., All-in-One Screener with 500+ filters across fundamentals, valuation, profitability, growth, dividends, guru holdings, insider trades, predefined value screens, custom filters, saved screens, downloadable results, and portfolio workflow integration., and Screener backtesting for more than 80 countries, with U.S. backtests starting January 1, 2006 and non-U.S. country backtests generally starting January 1, 2016; parameters include stock count, ranking metric, sort order, start/end date, and rebalance frequency.
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; the current pricing page says TradingView connects to hundreds of data feeds and more than 3.5 million instruments worldwide., 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; the current pricing page says TradingView connects to hundreds of data feeds and more than 3.5 million instruments worldwide., 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 872Category 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, Stock Comparison, and ETF Overview coverage beyond what Portfolio Performance offers.
- Standout features include Coverage of more than 170,000 stocks and ETFs across 65 global exchanges., Native iOS and Android apps sync portfolios, Stock Scores, watchlists, and core features with the web account., and Portfolio tracking through manual entry, CSV import, or broker connections (via SnapTrade integration)..
- Pair it with Portfolio Performance if you still need Performance Attribution and Risk Metrics.
Adds coverage: Screeners, Stock Comparison, ETF Overview, and ETF Holdings
Standout features: Coverage of more than 170,000 stocks and ETFs across 65 global exchanges., Native iOS and Android apps sync portfolios, Stock Scores, watchlists, and core features with the web account., Portfolio tracking through manual entry, CSV import, or broker connections (via SnapTrade integration)., and Free accounts can connect one brokerage account for 15 days without a credit card; continued automatic broker syncing is paid after the trial connection period.
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; current subscription pages describe Premium Stock Screener as +300 filters and Expert Stock Screener as +600 filters..
- 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; current subscription pages describe Premium Stock Screener as +300 filters and Expert Stock Screener as +600 filters., 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 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; eToro says it pays securities regulatory transaction fees on stock sales for users., Crypto trades incur a separate 1% fee on buys and sells; since mid-July 2025 the fee is shown separately before execution and in portfolio/account statements., and $0 U.S. withdrawal fee with a $30 minimum withdrawal amount..
- 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; eToro says it pays securities regulatory transaction fees on stock sales for users., Crypto trades incur a separate 1% fee on buys and sells; since mid-July 2025 the fee is shown separately before execution and in portfolio/account statements., $0 U.S. withdrawal fee with a $30 minimum withdrawal amount., and Options trading in the U.S. with no commissions and no contract fees, offered via the eToro Options app; nominal SEC, FINRA, ORF, and liquidity/regulatory fees can still apply.
Coverage Snapshot
Where alternatives already align
Most shared categories across the top matches.
Portfolio×20Data Visualizations×18Watchlist×18Risk Metrics×9Performance Attribution×4
New angles introduced
Categories the alternatives add beyond Portfolio Performance.
Calendar+15Alerts+14News+14Screeners+13Financials+12Dividends+11Analyst Recommendations+10Broker Connectors+10
Free Access & Pricing
Free options
All 20
20 vetted picks keep a permanent free tier so you can validate workflows before upgrading.
Mobile ready
17/20
17 matches support mobile alongside Portfolio Performance.
API availability
3/20
3 of the shortlisted tools expose API endpoints for automation-heavy workflows.
Quality checks
5 starred / 9 tested
5 tools are flagged as analyst picks; 9 have been hands-on tested.
Avg. coverage overlap
69%
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, Stock Rover, and Delta by eToro 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, Stock Ideas, Screeners, ETF Screeners, Stock Comparison, ETF Comparison, Monte Carlo, Correlation, Alerts, Scores, Flags, Valuation Models, Transcripts, ETF Overview, ETF Performance, ETF Holdings, ETF Fundamentals, ETF Valuation, Fund Overview, Fund Performance, Fund Holdings, Fund Rating, Analyst Forecasts, Analyst Recommendations, Analyst Price Targets, Notes & Highlights, Education, Blogs, Videos, Insider Data, On-chain Analytics, DEX / DeFi, Wallet / Address Monitoring, Capital Gains Estimator, AI, Investor Holdings, IPO, Interest Rates, Inflation Rates, Unemployment Rates, GDP, Options, Tax Lots / Lot Optimization, Retirement Calculator, Top Analysts, Delisted, Acquisitions, Bankruptcy, Spin-offs, Ticker Changes, Newsletters, Options & Derivatives, Market Sentiment, Central Bank Watcher, Commitment of Traders (COT), PMI / ISM, Housing & Construction, Retail Sales, Consumer Sentiment, Yield Curves, CDS Spreads, 13F, AI Chat, AI Earnings Summary, Forums, Custom Dashboards, Short Interest, Client & Investor Reporting, Model Portfolios & Sleeves, Householding & Multi-Entity, Downloadable Tax Reports, Wealth Management, Client Portal & Mobile App, APIs & SDKs, Data APIs, Factor Exposure, Quant, ESG Ratings, Institutional Data, US Government Trades, Special Situations, Improved Filings, 13D/13G, Sheets / Excel Add-ins, Stock Handbook, Paper Trading, Webhooks, Order Book / Level II, AI Report, Brokerage, Copy/Social Trading, and Advanced Order Types 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, Watchlist, and Risk Metrics 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
- Website: 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!
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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.