VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Wednesday, January 14, 2026
Tool Comparison
Fidelity (Fidelity Brokerage Services LLC) vs Portfolio Performance comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Fidelity (Fidelity Brokerage Services LLC)
fidelity.com
Portfolio Performance
portfolio-performance.info
At a glance
| Fidelity (Fidelity Brokerage Services LLC) | Portfolio Performance | |
|---|---|---|
| Free tier | ||
| Free trial | ||
| Starting price | — | — |
| Enterprise option | ||
| Available plans | — | Desktop (Open Source), Mobile App (Core), Premium (Mobile) |
Vote sentiment comparison
Cumulative positive vote share. Loading fresh totals...
Platform details
| Attribute | Fidelity (Fidelity Brokerage Services LLC) | Portfolio Performance |
|---|---|---|
Asset types | StocksETFsOptionsBondsMutual FundsCryptos | StocksETFsMutual FundsBondsCryptosCommoditiesOther |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Regions | North AmericaEuropeAPAC | Not specified |
Data freshness | StreamingReal-time | End of Day |
API access | Not specified | Not specified |
Export formats | CSVExcelPDF | CSVJSONXML |
Coverage overlap
Categories covered by Fidelity (Fidelity Brokerage Services LLC) only.
Categories covered by Portfolio Performance only.
Frequently Asked Questions
What's the difference between Fidelity (Fidelity Brokerage Services LLC) and Portfolio Performance?
Fidelity (Fidelity Brokerage Services LLC) focuses on Brokerage, Portfolio, and Watchlist while Portfolio Performance specializes in Portfolio, Watchlist, and Data Visualizations. They overlap in 2 categories, so choose based on your preferred workflow and pricing.
Is Fidelity (Fidelity Brokerage Services LLC) or Portfolio Performance free to use?
Portfolio Performance offers a free tier that lets you get started without paying, while Fidelity (Fidelity Brokerage Services LLC) requires a subscription. If budget is a concern, start with Portfolio Performance and upgrade later if you need more advanced features.
Which is better for beginners—Fidelity (Fidelity Brokerage Services LLC) or Portfolio Performance?
Fidelity (Fidelity Brokerage Services LLC) is more beginner-friendly with an approachable interface. Both can work for intermediate users.
Should I choose Fidelity (Fidelity Brokerage Services LLC) or Portfolio Performance?
Choose Fidelity (Fidelity Brokerage Services LLC) if you need Commission-free online trades for U.S. stocks and ETFs; options contracts at $0.65 each (a small number of ETFs still carry a $100 service fee)., and Execution quality reports highlight strong fill statistics, with most trades price-improved and executed in fractions of a second. Fidelity discloses savings per order and does not accept payment for order flow on stock and ETF trades.. 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.
What asset classes do Fidelity (Fidelity Brokerage Services LLC) and Portfolio Performance cover?
Both cover Stocks, ETFs, Bonds, Mutual Funds, and Cryptos. Fidelity (Fidelity Brokerage Services LLC) also includes Options. Portfolio Performance adds coverage for Commodities, and Other.
Does Fidelity (Fidelity Brokerage Services LLC) or Portfolio Performance have real-time data?
Fidelity (Fidelity Brokerage Services LLC) 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.
Can I export data from Fidelity (Fidelity Brokerage Services LLC) and Portfolio Performance?
Both platforms let you export data to spreadsheets (CSV). This is useful for custom analysis or record-keeping.
Can Fidelity (Fidelity Brokerage Services LLC) or Portfolio Performance connect to my broker?
Portfolio Performance connects with brokers for portfolio syncing. Fidelity (Fidelity Brokerage Services LLC) requires manual portfolio entry or data import.
Can I track my portfolio with Fidelity (Fidelity Brokerage Services LLC) or Portfolio Performance?
Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.
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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.