ETF Insider vs Portfolio Performance comparison

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

ETF Insider 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 Insider is web-only, so you'll need a browser to access it from mobile devices.

ETF Insider 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 Insider if you need Interactive web app that visualizes portfolios from the perspective of their underlying assets using a central network diagram and portfolio/assets tabs for drill‑downs., and Supports ETFs, mutual funds and stocks as input assets, with full look‑through to all underlying holdings and tools to understand overlap, sector, geographic and market‑cap concentration.. 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, Mutual Funds, and Stocks. Portfolio Performance adds coverage for Bonds, Cryptos, Commodities, and Other.

ETF Insider 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 (). This is useful for custom analysis or record-keeping.

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

ETF Insider 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.