Which platforms should you compare to Portfolio Performance first?

YCharts, Interactive Brokers (IBKR), Snowball Analytics align closest with Portfolio Performance across category coverage and pricing, making them the best comparisons to review first.

Does any matchup include a free-plan alternative?

Yes. Snowball Analytics, PortfoliosLab, Stock Analysis, and others keep freemium access, so you can benchmark Portfolio Performance without a paid commitment.

Which comparisons highlight mobile access?

Portfolio Performance goes head-to-head with Interactive Brokers (IBKR), Snowball Analytics, Stock Analysis for mobile-ready workflows. Review those matchups if on-the-go research matters.

VOL. XCIV, NO. 247

★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★

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Wednesday, January 14, 2026

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Matchup hub

Compare Portfolio Performance

Every head-to-head showdown featuring Portfolio Performance. Review coverage overlap, standout differentiators, and pricing context before you request demos.

Quick takeaways

YCharts overlaps on Portfolio, Watchlist, and Data Visualizations and pushes into Screeners and Stock Comparison with Portfolio Performance and is the quickest matchup to review first.

Snowball Analytics, PortfoliosLab, and Stock Analysis keep freemium tiers so you can benchmark Portfolio Performance without committing budget.

Portfolio Performance rivals most often add coverage in Screeners, Financials, and Alerts, so focus there when evaluating upgrades.

Matchups catalogued

Include free tiers

Offer mobile access

65%

Avg category overlap

Category heatmap

How Portfolio Performance stacks up

Spot the coverage themes most often compared against this tool and where rivals extend or lag.

Shared battlegrounds

Categories that appear in the majority of head-to-head matchups.

Portfolio24
Watchlist22
Data Visualizations20
Risk Metrics7
Performance Attribution4

Where rivals add depth

Common coverage areas that comparison partners introduce beyond Portfolio Performance.

Screeners20
Financials16
Alerts15
News15
Calendar13
Broker Connectors10

Where Portfolio Performance stands alone

Categories that remain exclusive to Portfolio Performance across these matchups.

Performance Attribution20
Risk Metrics17
Data Visualizations4
Watchlist2

Matchups

Dive into the full comparison roster

Start with the closest overlaps, then branch into tools that push Portfolio Performance into new workflows.

YCharts

100% overlap

Hands-on review

YCharts overlaps on Portfolio, Watchlist, and Data Visualizations, adds Screeners, Stock Comparison, and ETF Comparison coverage while matching Portfolio Performance.

Shared categories

Portfolio Watchlist Data Visualizations Performance Attribution Risk Metrics

YCharts adds

Screeners
Stock Comparison
ETF Comparison
Alerts

Shared platforms

Desktop

Shared pricing

Subscription

Open full comparison View YCharts profile

Interactive Brokers (IBKR)

80% overlap

Editor’s pick

Hands-on review

Interactive Brokers (IBKR) overlaps on Portfolio, Watchlist, and Performance Attribution, adds Brokerage, Advanced Order Types, and Smart/Direct Routing coverage while matching Portfolio Performance.

Shared categories

Portfolio Watchlist Performance Attribution Risk Metrics

Interactive Brokers (IBKR) adds

Brokerage
Advanced Order Types
Smart/Direct Routing
Paper Trading

Portfolio Performance keeps to itself

Data Visualizations

Shared platforms

DesktopMobile

Shared pricing

Subscription

Open full comparison View Interactive Brokers (IBKR) profile

Snowball Analytics

80% overlap

Snowball Analytics overlaps on Portfolio, Watchlist, and Performance Attribution, adds Backtesting, Dividend, and Dividends coverage, keeps a free plan on the table while matching Portfolio Performance.

Shared categories

Portfolio Watchlist Performance Attribution Risk Metrics

Snowball Analytics adds

Backtesting
Dividend
Dividends
Dividend Tax / ADR Withholding

Portfolio Performance keeps to itself

Data Visualizations

Shared platforms

Mobile

Shared pricing

FreeSubscription

Open full comparison View Snowball Analytics profile

PortfoliosLab

80% overlap

PortfoliosLab overlaps on Portfolio, Watchlist, and Data Visualizations, adds Backtesting, Correlation, and Factor Exposure coverage, keeps a free plan on the table while matching Portfolio Performance.

Shared categories

Portfolio Watchlist Data Visualizations Risk Metrics

PortfoliosLab adds

Backtesting
Correlation
Factor Exposure
Stock Comparison

Portfolio Performance keeps to itself

Performance Attribution

Shared pricing

FreeSubscription

Open full comparison View PortfoliosLab profile

Stock Analysis

60% overlap

Editor’s pick

Hands-on review

Stock Analysis overlaps on Portfolio, Watchlist, and Data Visualizations, adds Stock Ideas, Screeners, and ETF Screeners coverage, keeps a free plan on the table while matching Portfolio Performance.

Shared categories

Portfolio Watchlist Data Visualizations

Stock Analysis adds

Stock Ideas
Screeners
ETF Screeners
Top Analysts

Portfolio Performance keeps to itself

Performance Attribution
Risk Metrics

Shared platforms

DesktopMobile

Shared pricing

FreeSubscription

Open full comparison View Stock Analysis profile

TradingView

60% overlap

Editor’s pick

Hands-on review

TradingView overlaps on Portfolio, Watchlist, and Data Visualizations, adds Quant, Screeners, and Stock Ideas coverage, keeps a free plan on the table while matching Portfolio Performance.

Shared categories

Portfolio Watchlist Data Visualizations

TradingView adds

Quant
Screeners
Stock Ideas
Backtesting

Portfolio Performance keeps to itself

Performance Attribution
Risk Metrics

Shared platforms

DesktopMobile

Shared pricing

FreeSubscription

Open full comparison View TradingView profile

EPSMomentum

60% overlap

EPSMomentum overlaps on Portfolio, Watchlist, and Data Visualizations, adds Screeners, Stock Ideas, and Money Flow coverage, keeps a free plan on the table while matching Portfolio Performance.

Shared categories

Portfolio Watchlist Data Visualizations

EPSMomentum adds

Screeners
Stock Ideas
Money Flow
Backtesting

Portfolio Performance keeps to itself

Performance Attribution
Risk Metrics

Shared platforms

Mobile

Shared pricing

FreeSubscription

Open full comparison View EPSMomentum profile

FT Markets (Markets data - Financial Times)

60% overlap

Hands-on review

FT Markets (Markets data - Financial Times) overlaps on Portfolio, Watchlist, and Data Visualizations, adds Alerts, Compounding Calculator, and Screeners coverage, keeps a free plan on the table while matching Portfolio Performance.

Shared categories

Portfolio Watchlist Data Visualizations

FT Markets (Markets data - Financial Times) adds

Alerts
Compounding Calculator
Screeners
ETF Screeners

Portfolio Performance keeps to itself

Performance Attribution
Risk Metrics

Shared platforms

Mobile

Shared pricing

FreeSubscription

Open full comparison View FT Markets (Markets data - Financial Times) profile

Investing.com

60% overlap

Hands-on review

Investing.com overlaps on Portfolio, Watchlist, and Data Visualizations, adds News, Alerts, and Calendar coverage, keeps a free plan on the table while matching Portfolio Performance.

Shared categories

Portfolio Watchlist Data Visualizations

Investing.com adds

News
Alerts
Calendar
Dividends

Portfolio Performance keeps to itself

Performance Attribution
Risk Metrics

Shared platforms

Mobile

Shared pricing

FreeSubscription

Open full comparison View Investing.com profile

Koyfin

60% overlap

Editor’s pick

Hands-on review

Koyfin overlaps on Portfolio, Watchlist, and Data Visualizations, adds Screeners, ETF Screeners, and Custom Dashboards coverage, keeps a free plan on the table while matching Portfolio Performance.

Shared categories

Portfolio Watchlist Data Visualizations

Koyfin adds

Screeners
ETF Screeners
Custom Dashboards
Correlation

Portfolio Performance keeps to itself

Performance Attribution
Risk Metrics

Shared platforms

Mobile

Shared pricing

FreeSubscription

Open full comparison View Koyfin profile

MarketScreener

60% overlap

MarketScreener overlaps on Portfolio, Watchlist, and Data Visualizations, adds News, Alerts, and Calendar coverage, keeps a free plan on the table while matching Portfolio Performance.

Shared categories

Portfolio Watchlist Data Visualizations

MarketScreener adds

News
Alerts
Calendar
Screeners

Portfolio Performance keeps to itself

Performance Attribution
Risk Metrics

Shared platforms

Mobile

Shared pricing

FreeSubscription

Open full comparison View MarketScreener profile

Portfolio123

60% overlap

Editor’s pick

Hands-on review

Portfolio123 overlaps on Portfolio, Watchlist, and Data Visualizations, adds Screeners, Quant, and Stock Ideas coverage, keeps a free plan on the table while matching Portfolio Performance.

Shared categories

Portfolio Watchlist Data Visualizations

Portfolio123 adds

Screeners
Quant
Stock Ideas
Backtesting

Portfolio Performance keeps to itself

Performance Attribution
Risk Metrics

Shared platforms

Desktop

Shared pricing

FreeSubscription

Open full comparison View Portfolio123 profile

Portseido

75% overlap

Editor’s pick

Hands-on review

Portseido overlaps on Portfolio, Data Visualizations, and Risk Metrics, adds Dividend coverage, keeps a free plan on the table while matching Portfolio Performance.

Shared categories

Portfolio Data Visualizations Risk Metrics

Portseido adds

Dividend

Portfolio Performance keeps to itself

Watchlist
Performance Attribution

Shared platforms

Mobile

Shared pricing

FreeSubscription

Open full comparison View Portseido profile

Sharesight

60% overlap

Sharesight overlaps on Portfolio, Performance Attribution, and Risk Metrics, adds Downloadable Tax Reports, Capital Gains Estimator, and Dividend Tax / ADR Withholding coverage, keeps a free plan on the table while matching Portfolio Performance.

Shared categories

Portfolio Performance Attribution Risk Metrics

Sharesight adds

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

Portfolio Performance keeps to itself

Watchlist
Data Visualizations

Shared platforms

Mobile

Shared pricing

FreeSubscription

Open full comparison View Sharesight profile

Simply Wall St

60% overlap

Editor’s pick

Hands-on review

Simply Wall St overlaps on Portfolio, Watchlist, and Data Visualizations, adds Stock Ideas, Screeners, and Financials coverage, keeps a free plan on the table while matching Portfolio Performance.

Shared categories

Portfolio Watchlist Data Visualizations

Simply Wall St adds

Stock Ideas
Screeners
Financials
Valuation Models

Portfolio Performance keeps to itself

Performance Attribution
Risk Metrics

Shared platforms

Mobile

Shared pricing

FreeSubscription

Open full comparison View Simply Wall St profile

Stock Rover

60% overlap

Editor’s pick

Hands-on review

Stock Rover overlaps on Portfolio, Watchlist, and Data Visualizations, adds Screeners, ETF Screeners, and Stock Comparison coverage, keeps a free plan on the table while matching Portfolio Performance.

Shared categories

Portfolio Watchlist Data Visualizations

Stock Rover adds

Screeners
ETF Screeners
Stock Comparison
ETF Comparison

Portfolio Performance keeps to itself

Performance Attribution
Risk Metrics

Shared platforms

Mobile

Shared pricing

FreeSubscription

Open full comparison View Stock Rover profile

StockCharts

60% overlap

StockCharts overlaps on Portfolio, Watchlist, and Data Visualizations, adds Screeners, Alerts, and Calendar coverage, keeps a free plan on the table while matching Portfolio Performance.

Shared categories

Portfolio Watchlist Data Visualizations

StockCharts adds

Screeners
Alerts
Calendar
Options

Portfolio Performance keeps to itself

Performance Attribution
Risk Metrics

Shared platforms

Mobile

Shared pricing

FreeSubscription

Open full comparison View StockCharts profile

Trendlyne

60% overlap

Hands-on review

Trendlyne overlaps on Portfolio, Watchlist, and Data Visualizations, adds Screeners, Analyst Forecasts, and Analyst Price Targets coverage, keeps a free plan on the table while matching Portfolio Performance.

Shared categories

Portfolio Watchlist Data Visualizations

Trendlyne adds

Screeners
Analyst Forecasts
Analyst Price Targets
Analyst Recommendations

Portfolio Performance keeps to itself

Performance Attribution
Risk Metrics

Shared platforms

Mobile

Shared pricing

FreeSubscription

Open full comparison View Trendlyne profile

Yahoo Finance

60% overlap

Hands-on review

Yahoo Finance overlaps on Portfolio, Watchlist, and Data Visualizations, adds News, Alerts, and Calendar coverage, keeps a free plan on the table while matching Portfolio Performance.

Shared categories

Portfolio Watchlist Data Visualizations

Yahoo Finance adds

News
Alerts
Calendar
Screeners

Portfolio Performance keeps to itself

Performance Attribution
Risk Metrics

Shared platforms

Mobile

Shared pricing

FreeSubscription

Open full comparison View Yahoo Finance profile

eToro

60% overlap

eToro overlaps on Portfolio, Watchlist, and Data Visualizations, adds Brokerage, Copy/Social Trading, and Paper Trading coverage, keeps a free plan on the table while matching Portfolio Performance.

Shared categories

Portfolio Watchlist Data Visualizations

eToro adds

Brokerage
Copy/Social Trading
Paper Trading
Advanced Order Types

Portfolio Performance keeps to itself

Performance Attribution
Risk Metrics

Shared platforms

Mobile

Shared pricing

Free

Open full comparison View eToro profile

MarketXLS

60% overlap

MarketXLS overlaps on Portfolio, Watchlist, and Risk Metrics, adds Sheets / Excel Add-ins, Broker Connectors, and Screeners coverage while matching Portfolio Performance.

Shared categories

Portfolio Watchlist Risk Metrics

MarketXLS adds

Sheets / Excel Add-ins
Broker Connectors
Screeners
Options & Derivatives

Portfolio Performance keeps to itself

Data Visualizations
Performance Attribution

Shared platforms

Desktop

Shared pricing

Subscription

Open full comparison View MarketXLS profile

Stockopedia

60% overlap

Editor’s pick

Hands-on review

Stockopedia overlaps on Portfolio, Watchlist, and Data Visualizations, adds Screeners, Stock Ideas, and Financials coverage while matching Portfolio Performance.

Shared categories

Portfolio Watchlist Data Visualizations

Stockopedia adds

Screeners
Stock Ideas
Financials
Scores

Portfolio Performance keeps to itself

Performance Attribution
Risk Metrics

Shared platforms

Mobile

Shared pricing

Subscription

Open full comparison View Stockopedia profile

Dividend Watch

60% overlap

Editor’s pick

Hands-on review

Dividend Watch overlaps on Portfolio, Watchlist, and Data Visualizations, adds Dividends, Calendar, and Dividend coverage, keeps a free plan on the table while matching Portfolio Performance.

Shared categories

Portfolio Watchlist Data Visualizations

Dividend Watch adds

Dividends
Calendar
Dividend
Stock Ideas

Portfolio Performance keeps to itself

Performance Attribution
Risk Metrics

Shared pricing

FreeSubscription

Open full comparison View Dividend Watch profile

ETF Action

60% overlap

ETF Action overlaps on Portfolio, Watchlist, and Data Visualizations, adds ETF Overview, ETF Performance, and ETF Holdings coverage, keeps a free plan on the table while matching Portfolio Performance.

Shared categories

Portfolio Watchlist Data Visualizations

ETF Action adds

ETF Overview
ETF Performance
ETF Holdings
ETF Fundamentals

Portfolio Performance keeps to itself

Performance Attribution
Risk Metrics

Shared pricing

FreeSubscription

Open full comparison View ETF Action profile

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.