EPSMomentum vs Portfolio Performance comparison

EPSMomentum focuses on Screeners, Stock Ideas, and Data Visualizations while Portfolio Performance specializes in Portfolio, Watchlist, and Data Visualizations. They overlap in 3 categories, so choose based on your preferred workflow and pricing.

Good news—both EPSMomentum and Portfolio Performance offer free plans. You can try each platform without commitment and only pay when you need premium features.

EPSMomentum is more beginner-friendly with an approachable interface. Both can work for intermediate users.

EPSMomentum provides API access for programmatic data retrieval and custom integrations. Portfolio Performance doesn't currently offer an API, so you'll need to use their web interface.

Choose EPSMomentum if you need Real-time US stock and ETF prices with advanced charting that overlays earnings, EM Scores, timing indicators and key fundamentals in a single view., and Proprietary Earnings Momentum (EM) Score and Growth & Acceleration Earnings Matrix that score stocks on multi-quarter revenue, EPS, margins and free cash flow trends to surface true growth leaders.. Go with Portfolio Performance if Calculates overall portfolio performance using True-Time Weighted Rate of Return (TTWROR) or Internal Rate of Return (IRR)., and Records full transaction history (purchases, sales, taxes, fees) across accounts and securities accounts. better fits how you invest.

Both cover Stocks, and ETFs. Portfolio Performance adds coverage for Mutual Funds, Bonds, Cryptos, Commodities, and Other.

EPSMomentum offers real-time data feeds, which is essential for active traders. Portfolio Performance uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.

Portfolio Performance supports data exports to CSV, JSON, and XML. EPSMomentum has more limited export options.

Portfolio Performance connects with brokers for portfolio syncing. EPSMomentum requires manual portfolio entry or data import.

EPSMomentum is built with active traders in mind, offering features like real-time data and technical analysis. Portfolio Performance is better suited for buy-and-hold investors focused on fundamentals.

EPSMomentum includes a stock screener for finding investment ideas. Portfolio Performance focuses on other analytical tools.

Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.