VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Friday, January 16, 2026
Tool Comparison
Invesst vs Portfolio Performance comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Portfolio Performance
portfolio-performance.info
At a glance
| Invesst | Portfolio Performance | |
|---|---|---|
| Free tier | ||
| Free trial | ||
| Starting price | — | — |
| Enterprise option | ||
| Available plans | Subscription (Monthly), Subscription (Annual) | Desktop (Open Source), Mobile App (Core), Premium (Mobile) |
Vote sentiment comparison
Cumulative positive vote share. Loading fresh totals...
Platform details
| Attribute | Invesst | Portfolio Performance |
|---|---|---|
Asset types | StocksETFsCryptos | StocksETFsMutual FundsBondsCryptosCommoditiesOther |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Regions | Not specified | Not specified |
Data freshness | Real-timeEnd of Day | End of Day |
API access | Not specified | Not specified |
Export formats | Not specified | CSVJSONXML |
Coverage overlap
Categories covered by Portfolio Performance only.
Frequently Asked Questions
What's the difference between Invesst and Portfolio Performance?
Invesst focuses on Screeners, Valuation Models, and Portfolio while Portfolio Performance specializes in Portfolio, Watchlist, and Data Visualizations. They overlap in 1 categories, so choose based on your preferred workflow and pricing.
Is Invesst or Portfolio Performance free to use?
Portfolio Performance offers a free tier that lets you get started without paying, while Invesst 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—Invesst or Portfolio Performance?
Invesst is more beginner-friendly with an approachable interface. Both can work for intermediate users.
Can I use Invesst or Portfolio Performance on my phone?
Portfolio Performance has a mobile app so you can check your research on the go. Invesst is web-only, so you'll need a browser to access it from mobile devices.
Should I choose Invesst or Portfolio Performance?
Choose Invesst if you need AI-driven investment research with natural-language agents and data-rich search capabilities., and Automated valuation models including DCF, along with predictive analytics and customizable screeners.. 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 Invesst and Portfolio Performance cover?
Both cover Stocks, ETFs, and Cryptos. Portfolio Performance adds coverage for Mutual Funds, Bonds, Commodities, and Other.
Does Invesst or Portfolio Performance have real-time data?
Invesst 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 Invesst and Portfolio Performance?
Portfolio Performance supports data exports to CSV, JSON, and XML. Invesst has more limited export options.
Can Invesst or Portfolio Performance connect to my broker?
Portfolio Performance connects with brokers for portfolio syncing. Invesst requires manual portfolio entry or data import.
Which has a better stock screener—Invesst or Portfolio Performance?
Invesst includes a stock screener for finding investment ideas. Portfolio Performance focuses on other analytical tools.
Can I track my portfolio with Invesst or Portfolio Performance?
Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.