★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
Marketlog vs Portfolio Performance
Start here
Marketlog
Free • From $79.99/yr · Web · Mobile
- Delayed quotes won't cut it; you need real-time data
- You care about institutional ownership, monte carlo, and compounding calculator, things Portfolio Performance doesn't offer
- You're newer to investing and want something approachable
Pick Portfolio Performance instead if
Portfolio Performance
Free • Paid plans available · Desktop · Mobile
- You care about performance attribution, something Marketlog doesn't offer
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOutbound links may include affiliate or sponsor codes.
Our take
The bottom line
Marketlog and Portfolio Performance cover a lot of the same ground (4 shared categories, including portfolio, watchlist, and data visualizations), so for the basics you won't go far wrong with either. Marketlog simply does more: 18 categories to Portfolio Performance's 5, including institutional ownership, monte carlo, and compounding calculator. Portfolio Performance counters by being completely free.
What readers say
Marketlog
Vote once to reveal the community verdict.
Portfolio Performance
Vote once to reveal the community verdict.
Key differences at a glance
- Real-time data
- Marketlog
- Free trial
- Marketlog7 days
- Broader coverage
- Marketlog18 vs 5 categories
- Desktop app
- Portfolio Performance
- Broker sync
- Marketlog
- Beginner friendly
- Marketlog
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $79.99/yr | Free • Paid plans available |
Free tier | Yes | Yes |
Free trial | 7 days | — |
Plan limits | 19 limits: Free: portfolios: 1, Free: holdings: 12 +17 more | Mobile App (Core): editing: Not supported (read-only as stated on app site) |
| Platforms & access | ||
Web app | Yes | No |
Desktop app | No | Yes |
Mobile app | Yes | Yes |
API access | No | No |
Broker sync | Yes | No |
Integrations | Yodlee, Fidelity Investments +5 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 +4 more | Retail Traders |
Categories covered | 18 | 5 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | — |
| Data & capabilities | ||
Data quality | 5 signals: Latency: Real-time and End of Day, Granularity: Minute and EOD +3 more | 3 signals: Latency: End of Day, Granularity: EOD +1 more |
Data partners | Yodlee and Third-party data licensors | — |
Capabilities | 3 signals: Monte Carlo, Broker sync +1 more | 4 signals: Portfolio attribution, Rebalancing +2 more |
Security | Encryption at rest and Encryption in transit | Encryption at rest |
| Try it | Visit Marketlog | Visit Portfolio Performance |
Where each one shines
What Marketlog and Portfolio Performance each do best.ShowHide
Where each one shines
What Marketlog and Portfolio Performance each do best.What Marketlog does best
- Track portfolios across stocks, ETFs, options, bonds, funds, forex, crypto, indices, and other assets on web, iOS, and Android.
- Enter transactions manually or connect supported brokerage and bank accounts through Marketlog’s data provider.
- Use broker and bank connectivity for 2,000+ supported institutions, with examples such as Fidelity, E*TRADE, Vanguard, Schwab, Interactive Brokers, and Robinhood.
- Monitor gains, drawdowns, returns, diversification, goals, target allocation, benchmarking, and daily or weekly portfolio email updates.
- Track dividends automatically with dividend calendars, upcoming payment alerts, yield notifications, and a broad symbol universe recorded in the profile.
What Portfolio Performance does best
- Track portfolios across accounts and securities accounts with purchases, sales, fees, taxes, dividends, transfers, and full transaction history.
- Measure performance with True-Time Weighted Rate of Return, Internal Rate of Return, drawdown, volatility, semivariance, charts, heat maps, and other risk/performance views.
- Use taxonomies and allocation charts to classify holdings by asset class, region, sector, strategy, or any custom structure.
- Use 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.
Every detail we compared
Every tracked attribute for Marketlog and Portfolio Performance, side by side.ShowHide
Every detail we compared
Every tracked attribute for Marketlog and Portfolio Performance, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsOptionsBondsFundsCurrenciesCryptosOther | StocksETFsMutual FundsBondsCryptosCommoditiesOther |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsDividend InvestorsDay TradersSwing Traders | Retail Traders |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Coverage details | 26 countriesIdentifiers: Ticker and CUSIP | Identifiers: Ticker and ISIN |
| Data | ||
Data freshness | Real-timeEnd of Day | End of Day |
Data granularity | MinuteEOD | EOD |
Pricing sources | VendorManual | Not specified |
Data partners | YodleeThird-party data licensors | Not specified |
| Access & integrations | ||
Import methods | BrokerOAuthManual | CSVManual |
Integrations | YodleeFidelity InvestmentsE*TRADE from Morgan StanleyVanguardSchwabInteractive BrokersRobinhood | Interactive Brokers (Activity Flex Query import)Google Drive (file sync via OS)OneDrive (file sync via OS)iCloud (file sync via OS) |
Export formats | Image | CSVJSONXML |
| Plans & trust | ||
Security & compliance | Encryption at restEncryption in transit | Encryption at rest |
Capability signals | Monte CarloBroker syncMulti-currency | Portfolio attributionRebalancingMulti-currencyCost basis: FIFO |
Vendor & support | Myfxbook Ltd.Country: IsraelSupport: Email | Andreas BuchenCountry: GermanyFounded 2012Support: Email and Forum |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Freeportfolios: 1 · holdings: 12 · +3 more | Free“Desktop (Open Source)” |
| Entry paid plan | $79.99/yr≈ $6.67/mo“Plus Annual”portfolios: 2 · holdings: Unlimited · +2 more | Subscription“Premium (Mobile)” |
| Tier 2 | $7.99/mo“Plus Monthly”portfolios: 2 · holdings: Unlimited · +2 more | — |
| Tier 3 | $179.99/yr≈ $15/mo“Pro Annual”portfolios: 10 · holdings: Unlimited · +1 more | — |
| Top plan | $17.99/mo“Pro Monthly”portfolios: 10 · holdings: Unlimited · +1 more | — |
| Free trial | 7 days | — |
Questions we keep getting
What's the difference between Marketlog and Portfolio Performance?
Marketlog leans toward portfolio, watchlist, and institutional ownership, 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.
How much do Marketlog and Portfolio Performance cost?
Good news: both Marketlog and Portfolio Performance have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: Marketlog or Portfolio Performance?
Marketlog is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Should I choose Marketlog or Portfolio Performance?
It depends on what you're after. Pick Marketlog if institutional ownership and monte carlo matter to you; go with Portfolio Performance if you'd rather have performance attribution. And if you only need the basics both share, let price decide.
What asset classes do Marketlog and Portfolio Performance cover?
Both cover stocks, ETFs, bonds, and cryptos. Marketlog also handles options, funds, and currencies. Portfolio Performance adds mutual funds and commodities on top.
Does Marketlog or Portfolio Performance have real-time data?
Marketlog 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 Marketlog and Portfolio Performance?
Portfolio Performance exports to CSV. Marketlog is stingier about getting data out.
Can Marketlog or Portfolio Performance connect to my broker?
Marketlog syncs with brokers automatically. With Portfolio Performance, you're entering holdings by hand or importing files.
Is Marketlog or Portfolio Performance better for day trading?
Marketlog 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.
Can I track my portfolio with Marketlog or Portfolio Performance?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Feedback
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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.