Tool Comparison
Interactive Brokers (IBKR) vs Portfolio Performance
- Paid from
- —
- Free plan
- No
- Platforms
- Web, Mobile, Desktop
Best if
- Delayed quotes won't cut it; you need real-time data
- You want an API so you can script or automate things
- You want brokerage, advanced order types, and smart/direct routing.
- Paid from
- $2.08/mo
- Free plan
- Yes
- Platforms
- Desktop, Mobile
Best if
- You'd rather start free and only pay if you outgrow it
- You want data visualizations.
Start here
Interactive Brokers (IBKR)
Transaction-priced · Fees vary by offer and jurisdiction · Web · Mobile · Desktop
- Delayed quotes won't cut it; you need real-time data
- You want an API so you can script or automate things
- You want brokerage, advanced order types, and smart/direct routing.
Pick Portfolio Performance instead if
Portfolio Performance
Free • From $25/yr · Desktop · Mobile
- You'd rather start free and only pay if you outgrow it
- You want data visualizations.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Interactive Brokers (IBKR) and Portfolio Performance cover a lot of the same ground (4 shared categories, including portfolio, watchlist, and risk metrics), so for the basics you won't go far wrong with either. Interactive Brokers (IBKR) simply does more: 14 categories to Portfolio Performance's 5, including brokerage, advanced order types, and smart/direct routing. Portfolio Performance counters by letting you start free.
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Key differences at a glance
- Free plan
- Portfolio Performance
- Broader coverage
- Interactive Brokers (IBKR)14 vs 5 categories
- API access
- Interactive Brokers (IBKR)
- Real-time data
- Interactive Brokers (IBKR)
- Asset coverage
- Interactive Brokers (IBKR)Adds options and futures
- Beginner friendly
- Interactive Brokers (IBKR)
What Interactive Brokers (IBKR) does best
- Stocks, ETFs, options, futures, futures options, spot FX, bonds, mutual funds, commodities, structured products, CFDs, crypto-related products, and spot crypto where jurisdiction allows.
- Client Portal, Trader Workstation, IBKR Desktop, IBKR Mobile, GlobalTrader, paper trading, and API access cover different workflows.
- IB SmartRouting, advanced order types, conditional orders, bracket workflows, options combos, and algorithmic order tools across supported products.
- TWS API, Web API, REST, WebSocket streaming, FIX, and Flex Web Service support trading and reporting workflows.
- Paper trading with separate credentials and simulated buying power once a live account is approved.
What Portfolio Performance does best
- Tracking portfolios across accounts and securities accounts with purchases, sales, fees, taxes, dividends, transfers, and full transaction history.
- Metrics for performance with True-Time Weighted Rate of Return, Internal Rate of Return, drawdown, volatility, semivariance, charts, heat maps, and other risk/performance views.
- Taxonomies and allocation charts to classify holdings by asset class, region, sector, strategy, or any custom structure.
- The rebalancing view to compare target and actual allocations and calculate portfolio deltas.
- Update historical prices through built-in providers, Yahoo Finance, JSON, CSV, and other quote sources, with ECB FX rates for foreign-currency accounts.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Transaction-priced · Fees vary by offer and jurisdiction | Free • From $25/yr |
Free tier | No | Yes |
Free trial | — | — |
Plan limits | 8 limits: UK / Europe Stocks and ETFs: commission: £3/€3 per Western European stock or ETF trade at typical trade sizes;..., US Stocks and ETFs - IBKR Pro: tiered commission: USD 0.0005 to USD 0.0035 per share +6 more | Mobile App (Core): editing: Not supported (read-only as stated on app site) |
| Platforms & access | ||
Web app | Yes | No |
Desktop app | Yes | Yes |
Mobile app | Yes | Yes |
API access | Yes | No |
Broker sync | — | No |
Integrations | TradingView, Quicken +2 more | Interactive Brokers (Activity Flex Query import), Google Drive (file sync via OS) +2 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +7 more | Retail Traders |
Categories covered | 14 | 5 |
Regions | North America, Europe, APAC | — |
| Data & capabilities | ||
Data quality | 3 signals: Latency: Streaming and Real-time, Granularity: Tick +1 more | 3 signals: Latency: End of Day, Granularity: EOD +1 more |
Capabilities | 7 signals: Multi-leg options, Greeks +5 more | 4 signals: Portfolio attribution, Rebalancing +2 more |
Security | Status page and Encryption in transit | Encryption at rest |
| Try it | Visit Interactive Brokers (IBKR) | Visit Portfolio Performance |
Standout features
The best features of Interactive Brokers (IBKR) and Portfolio Performance.ShowHide
Standout features
What Interactive Brokers (IBKR) does best
- Stocks, ETFs, options, futures, futures options, spot FX, bonds, mutual funds, commodities, structured products, CFDs, crypto-related products, and spot crypto where jurisdiction allows.
- Client Portal, Trader Workstation, IBKR Desktop, IBKR Mobile, GlobalTrader, paper trading, and API access cover different workflows.
- IB SmartRouting, advanced order types, conditional orders, bracket workflows, options combos, and algorithmic order tools across supported products.
- TWS API, Web API, REST, WebSocket streaming, FIX, and Flex Web Service support trading and reporting workflows.
- Paper trading with separate credentials and simulated buying power once a live account is approved.
What Portfolio Performance does best
- Tracking portfolios across accounts and securities accounts with purchases, sales, fees, taxes, dividends, transfers, and full transaction history.
- Metrics for performance with True-Time Weighted Rate of Return, Internal Rate of Return, drawdown, volatility, semivariance, charts, heat maps, and other risk/performance views.
- Taxonomies and allocation charts to classify holdings by asset class, region, sector, strategy, or any custom structure.
- The rebalancing view to compare target and actual allocations and calculate portfolio deltas.
- Update historical prices through built-in providers, Yahoo Finance, JSON, CSV, and other quote sources, with ECB FX rates for foreign-currency accounts.
All details
Every attribute we track for Interactive Brokers (IBKR) and Portfolio Performance.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsOptionsFuturesCurrenciesBondsMutual FundsCommodities+2 more | StocksETFsMutual FundsBondsCryptosCommoditiesOther |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailInstitutional InvestorsDay TradersSwing TradersAlgo TradersLong-term InvestorsFinancial Advisors+1 more | Retail Traders |
Regions | North AmericaEuropeAPAC | Not specified |
Coverage details | Identifiers: Ticker | Identifiers: Ticker and ISIN |
| Data | ||
Data freshness | StreamingReal-time | End of Day |
Data granularity | Tick | EOD |
| Access & integrations | ||
API protocols | RESTWebSocket | Not specified |
API auth & delivery | Auth: OAuth2SDKs: Python600 req/minDocs | Not specified |
Import methods | Not specified | CSVManual |
Integrations | TradingViewQuickenTradelogCapTools | Interactive Brokers (Activity Flex Query import)Google Drive (file sync via OS)OneDrive (file sync via OS)iCloud (file sync via OS) |
Export formats | PDFCSVXML | CSVJSONXML |
| Plans & trust | ||
Security & compliance | Status pageEncryption in transit | Encryption at rest |
Capability signals | Multi-leg optionsGreeksVaR/ESPerformance attributionPortfolio attributionRebalancingMulti-currency | Portfolio attributionRebalancingMulti-currencyCost basis: FIFO |
Vendor & support | Interactive Brokers (U.K.) LimitedCountry: United KingdomSupport: Chat and Phone | Andreas BuchenCountry: GermanyFounded 2012Support: Email and Forum |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free“Brokerage Account” | Free“Desktop (Open Source)” |
| Entry paid plan | — | $25/yr≈ $2.08/mo“Premium (Mobile Annual)” |
| Top plan | — | $3/mo“Premium (Mobile Monthly)” |
Questions we keep getting
What's the difference between Interactive Brokers (IBKR) and Portfolio Performance?
Interactive Brokers (IBKR) leans toward brokerage, advanced order types, and smart/direct routing, while Portfolio Performance puts more weight on portfolio, watchlist, and data visualizations. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
Is Interactive Brokers (IBKR) or Portfolio Performance free to use?
Portfolio Performance has a free tier, so you can get started without paying anything. Interactive Brokers (IBKR) is paid-only. If budget matters, start with Portfolio Performance and see how far it takes you before opening your wallet.
Which is better for beginners: Interactive Brokers (IBKR) or Portfolio Performance?
Interactive Brokers (IBKR) is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Does Interactive Brokers (IBKR) or Portfolio Performance have an API?
Interactive Brokers (IBKR) has an API for programmatic access and custom integrations. Portfolio Performance doesn't, so you're working through its interface.
Should I choose Interactive Brokers (IBKR) or Portfolio Performance?
It depends on what you're after. Pick Interactive Brokers (IBKR) if brokerage and advanced order types matter to you; go with Portfolio Performance if you'd rather have data visualizations. And if you only need the basics both share, let price decide.
What asset classes do Interactive Brokers (IBKR) and Portfolio Performance cover?
Both cover stocks, ETFs, bonds, and mutual funds. Interactive Brokers (IBKR) also handles options, futures, and currencies.
Does Interactive Brokers (IBKR) or Portfolio Performance have real-time data?
Interactive Brokers (IBKR) offers real-time data, which matters if you trade actively. Portfolio Performance runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from Interactive Brokers (IBKR) and Portfolio Performance?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Is Interactive Brokers (IBKR) or Portfolio Performance better for day trading?
Interactive Brokers (IBKR) is the one positioned more for active traders. Portfolio Performance is the better fit if you care less about fast trading workflows and more about a calmer research process.
Which has a better stock screener: Interactive Brokers (IBKR) or Portfolio Performance?
Interactive Brokers (IBKR) has a stock screener for surfacing ideas; Portfolio Performance doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Interactive Brokers (IBKR) or Portfolio Performance?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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