VOL. XCIV, NO. 247

Free Alternatives to Portfolio Performance

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Free replacement verdicts

Free Alternatives to Portfolio Performance

Zero-cost replacements grouped by fit, tradeoffs, pricing friction, 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 9 free-tier alternatives that cover similar workflows, from Portfolio to Risk Metrics and beyond. Each pick below is framed by fit, caveats, and access friction so you can trial replacements without opening your wallet.

Visit Portfolio Performance All alternatives Tool details

Disclosure: outbound links may include affiliate or sponsor links

Which Alternative Should You Use?

Wealthfolio

Closest replacement

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

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

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

Download Wealthfolio

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Portseido

Best workflow fit

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

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

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

Try Portseido

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Ghostfolio

Strong runner-up

Best for: Privacy-conscious users looking for an open-source portfolio and net-worth dashboard they can self-host.

Ghostfolio best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
Ghostfolio also has a free plan, so you can try it without paying. Free-plan limits: Self-hosted open-source use is free.

Watch for: Self-hosting has operational burden: The self-hosted option requires running and maintaining your own Ghostfolio instance and data setup; managed Basic is also free.

View Ghostfolio options

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Marketlog

Strong runner-up

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

Marketlog best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
Marketlog also has a free plan, so you can try it without paying. Free-plan limits: Signup required. Free supports unlimited portfolios, holdings, and transactions with manual tracking, 3 goals per portfolio, a 3-item watchlist, and 5 years of price history.

Watch for: Not a broker or adviser: Marketlog tracks and analyzes portfolios but does not execute trades, provide fiduciary advice, or act as an exchange.

Track portfolios with Marketlog

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Detailed Alternatives

I want to

Pay lessFill a gapUpgrade overall

Free tiers first, then the lowest starting price.

Closest replacement

Wealthfolio

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

Keep

Portfolio
Data Visualizations
Performance Attribution
Risk Metrics

Gain

Monte Carlo
Retirement Calculator
Broker Connectors
Custom Dashboards

Lose

Watchlist
Commodities coverage

Watch out

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

Cost

Free, no signup

$2.99/moto go paid

$0.91/mo more than Portfolio Performance

Fit: Drop-in replacement

Download Wealthfolio Compare

Full review and details

Partial replacement

Ghostfolio

Bottom line: Privacy-conscious users looking for an open-source portfolio and net-worth dashboard they can self-host.

Keep

Portfolio
Data Visualizations

Gain

APIs & Data Feeds

Lose

Watchlist
Performance Attribution
Risk Metrics
Mutual Funds coverage

Watch out

Avoid as a full replacement if you rely on options and trading workflows.
Free-plan limits: Self-hosted open-source use is free. Managed Basic hosting is free with unlimited transactions and accounts. Premium costs $48 per year and adds advanced analytics, professional market data, and email or chat support.
Self-hosting has operational burden: The self-hosted option requires running and maintaining your own Ghostfolio instance and data setup; managed Basic is also free.

Cost

Free, no signup

$4/moto go paid, billed yearly

$1.92/mo more than Portfolio Performance

Fit: Partial replacement

View Ghostfolio options Compare

Full review and details

Drop-in replacement

Delta by eToro

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

Keep

Portfolio
Watchlist
Data Visualizations
Risk Metrics

Gain

Alerts
Calendar
News
ETF Analysis

Lose

Performance Attribution
Bonds coverage

Watch out

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

Cost

Free with signup

$4.49/moto go paid, billed yearly

$2.41/mo more than Portfolio Performance

Fit: Drop-in replacement

View Delta PRO Compare

Full review and details

Snowball AnalyticsPartial replacementFree • From $6.67/mo billed yearlyFree with signup

Partial replacement

Snowball Analytics

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

Keep

Portfolio
Watchlist
Performance Attribution
Risk Metrics

Gain

Backtesting
Dividends
Dividend Tax / ADR Withholding
Calendar

Lose

Data Visualizations
Desktop access

Watch out

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

Cost

Free with signup

$6.67/moto go paid, billed yearly

$4.58/mo more than Portfolio Performance

Fit: Partial replacement

Try Snowball Analytics Compare

Full review and details

MarketlogPartial replacementFree • From $6.67/mo billed yearlyFree with signup

Partial replacement

Marketlog

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

Keep

Portfolio
Watchlist
Data Visualizations
Risk Metrics

Gain

Institutional Ownership
Monte Carlo
Compounding Calculator
News

Lose

Performance Attribution
Mutual Funds coverage
Commodities coverage
Desktop access

Watch out

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

Cost

Free with signup

$6.67/moto go paid, billed yearly

$4.59/mo more than Portfolio Performance

Fit: Partial replacement

Track portfolios with Marketlog Compare

Full review and details

ZenvestoDrop-in replacementFree • From $7.49/mo billed yearlyFree with signup

Drop-in replacement

Zenvesto

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

Keep

Portfolio
Watchlist
Data Visualizations
Risk Metrics

Gain

Backtesting
News
Calendar
Stock Ideas

Lose

Performance Attribution
Mutual Funds coverage
Bonds coverage
Commodities coverage

Watch out

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

Cost

Free with signup

$7.49/moto go paid, billed yearly

$5.41/mo more than Portfolio Performance

Fit: Drop-in replacement

View Zenvesto plans Compare

Full review and details

PortseidoBest workflow fitFree • From $8/mo billed yearlyFree with signup

Best workflow fit

Portseido

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

Keep

Portfolio
Data Visualizations
Performance Attribution
Risk Metrics

Gain

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

Lose

Watchlist
Bonds coverage
Commodities coverage
Desktop access

Watch out

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

Cost

Free with signup

$8/moto go paid, billed yearly

$5.92/mo more than Portfolio Performance

Fit: Drop-in replacement

Try Portseido Compare

Full review and details

getquinPartial replacementFree • Paid plans availableFree with signup

Partial replacement

getquin

Bottom line: European retail investors looking for a social, mobile-friendly portfolio and net-worth tracker.

Keep

Portfolio
Watchlist

Gain

Institutional Ownership
Stock Ideas
Market Sentiment
Dividends

Lose

Data Visualizations
Performance Attribution
Risk Metrics
Mutual Funds coverage

Watch out

Avoid as a full replacement if you rely on charting and technical analysis.
Free-plan limits: Signup required. Core portfolio tracking is free to download/use. Free includes unlimited bank and broker connections, real-time financial data, net worth view, and essential analysis.
Regional price differences: The public annual Euro prices exclude country tax; in-app prices can vary by region.

Cost: Free with signup; Free • Paid plans available

Fit: Partial replacement

Open getquin Compare

Full review and details

SharesightPartial replacementFree • Paid plans availableFree with signup

Partial replacement

Sharesight

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

Keep

Portfolio
Performance Attribution
Risk Metrics

Gain

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

Lose

Watchlist
Data Visualizations
Commodities coverage
Desktop access

Watch out

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

Cost: Free with signup; Free • Paid plans available

Fit: Partial replacement

Try Sharesight Compare

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%).

Every pick keeps a free tier; start with Wealthfolio, Ghostfolio, and Portseido to road-test Portfolio Performance workflows without paying up front.

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×9 Risk Metrics×7 Data Visualizations×6 Watchlist×5 Performance Attribution×4

New angles introduced

Categories the alternatives add beyond Portfolio Performance.

Broker Connectors+7 Dividends+6 Alerts+5 Compounding Calculator+5 News+5 AI Research+4 Calendar+4 Dividend Tax / ADR Withholding+3

Free Access & Pricing

Free to start

All 9

All 9 have a standing free tier, not a trial.

Paid plans from

$2.99/mo

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

Mobile app

8 of 9

8 have a mobile app, like Portfolio Performance.

API access

2 of 9

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

Hands-on tested

0 of 9

0 tested hands-on. 0 are analyst picks.

Coverage overlap

72%

Average share of Portfolio Performance categories each alternative covers.

Free Alternatives FAQ

What are the best free alternatives to Portfolio Performance?

Wealthfolio, Ghostfolio, and Portseido cover the most Portfolio Performance workflows without a paid plan, in that order.

Do these picks stay permanently free?

Yes. Every tool listed has a standing free tier, not a trial. Expect caps on exports, seats, or history once you use it heavily.

Which Portfolio Performance workflows stay covered on the free plan?

The free plans cover Portfolio, Data Visualizations, Performance Attribution, Risk Metrics, and Watchlist. Core Portfolio Performance workflows in those areas do not need a paid upgrade.

What extra coverage do the free alternatives add?

The free alternatives add Monte Carlo, Retirement Calculator, Broker Connectors, Custom Dashboards, APIs & Data Feeds, Tax Lots / Lot Optimization, Dividends, Splits, Dividend Tax / ADR Withholding, Compounding Calculator, Institutional Ownership, News, Alerts, Calendar, IPO, Macro Data, Financials, Options, Blogs, Stock Ideas, Market Sentiment, Forums, Education, AI Research, Downloadable Tax Reports, Capital Gains Estimator, Wealth Management, Advisor Operations, Backtesting, Scores, ETF Analysis, Fund Analysis, Insider Data, On-chain Analytics, DEX / DeFi, Wallet / Address Monitoring, and Analyst Ratings & Price Targets, which Portfolio Performance does not cover.

Where might I still rely on Portfolio Performance?

Watchlist, Performance Attribution, Risk Metrics, and Data Visualizations stay with Portfolio Performance. Keep it for those tasks, or budget for a paid plan elsewhere if they matter.

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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.