ETF Action vs Portfolio Performance comparison

ETF Action focuses on ETF Overview, ETF Performance, and ETF Holdings 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 ETF Action and Portfolio Performance offer free plans. You can try each platform without commitment and only pay when you need premium features.

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

Portfolio Performance has a mobile app so you can check your research on the go. ETF Action is web-only, so you'll need a browser to access it from mobile devices.

ETF Action 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 ETF Action if you need Global ETF ‘Channels’ taxonomy with category reports and dashboards (Size & Style US/Global, Region & Country, Sector & Industry, Thematic, Fixed Income, Non‑Traditional, Commodities, Crypto)., and Look‑through analytics on fund holdings for factor/style, sector/industry, country, concentration; portfolio overlap analysis across funds or entire models.. 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 ETFs, and Stocks. Portfolio Performance adds coverage for Mutual Funds, Bonds, Cryptos, Commodities, and Other.

ETF Action 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.

Both platforms let you export data to spreadsheets (CSV). This is useful for custom analysis or record-keeping.

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

ETF Action 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.