Interactive Brokers (IBKR) vs Portfolio Performance comparison

Interactive Brokers (IBKR) focuses on Brokerage, Advanced Order Types, and Smart/Direct Routing while Portfolio Performance specializes in Portfolio, Watchlist, and Data Visualizations. They overlap in 4 categories, so choose based on your preferred workflow and pricing.

Portfolio Performance offers a free tier that lets you get started without paying, while Interactive Brokers (IBKR) requires a subscription. If budget is a concern, start with Portfolio Performance and upgrade later if you need more advanced features.

Interactive Brokers (IBKR) is more beginner-friendly with an approachable interface. Both can work for intermediate users.

Interactive Brokers (IBKR) 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 Interactive Brokers (IBKR) if you need Platforms: Client Portal (web), Trader Workstation (TWS) and IBKR Desktop (desktop), IBKR Mobile / GlobalTrader (mobile), plus IBKR APIs; feature availability differs by platform/product., and Supported instruments include stocks/ETFs, options (incl. combos), mutual funds, futures (incl. futures options), spot FX, bonds, physical metals, structured products and CFDs.. 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, ETFs, Bonds, Mutual Funds, Commodities, and Other. Interactive Brokers (IBKR) also includes Options, Futures, and Currencies. Portfolio Performance adds coverage for Cryptos.

Interactive Brokers (IBKR) 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, and XML). This is useful for custom analysis or record-keeping.

Portfolio Performance connects with brokers for portfolio syncing. Interactive Brokers (IBKR) requires manual portfolio entry or data import.

Interactive Brokers (IBKR) 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.

Interactive Brokers (IBKR) 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.