Koyfin vs Portfolio Performance comparison

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

Koyfin is more beginner-friendly with an approachable interface. Both can work for intermediate users.

Choose Koyfin if you need Web platform plus iOS & Android mobile apps; watchlists/portfolios sync with the web app., and Multi-asset coverage spanning global equities and multiple macro/market datasets (e.g., ETFs, bond yields/curves, FX, commodities, crypto), with news and transcripts.. 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, Mutual Funds, Bonds, Commodities, and Cryptos. Koyfin also includes Closed-End Funds, Currencies, and Futures. Portfolio Performance adds coverage for Other.

Koyfin 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.

Portfolio Performance supports data exports to CSV, JSON, and XML. Koyfin has more limited export options.

Both platforms offer broker integrations, so you can sync your portfolio for seamless tracking and analysis.

Koyfin 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.