Tool Comparison
MarketScreener vs Portfolio Performance
- Paid from
- $34/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You want news, alerts, and calendar.
- You're newer to investing and want something approachable
- You're a long-term investor who cares more about fundamentals than headlines
- Paid from
- $2.08/mo
- Free plan
- Yes
- Platforms
- Desktop, Mobile
Best if
- You want the cheaper way in: plans start at $2.08/mo instead of $34/mo
- You want performance attribution and risk metrics.
Start here
MarketScreener
Free • From $34/mo · Web · Mobile
- You want news, alerts, and calendar.
- You're newer to investing and want something approachable
- You're a long-term investor who cares more about fundamentals than headlines
Pick Portfolio Performance instead if
Portfolio Performance
Free • From $25/yr · Desktop · Mobile
- You want the cheaper way in: plans start at $2.08/mo instead of $34/mo
- You want performance attribution and risk metrics.
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
MarketScreener and Portfolio Performance cover a lot of the same ground (3 shared categories, data visualizations, watchlist, and portfolio), so for the basics you won't go far wrong with either. MarketScreener simply does more: 16 categories to Portfolio Performance's 5, including news, alerts, and calendar. Portfolio Performance counters by starting cheaper at $2.08/mo.
What readers say
MarketScreener
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Portfolio Performance
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Key differences at a glance
- Cheaper paid plan
- Portfolio Performance$2.08/mo vs $34/mo
- Broader coverage
- MarketScreener16 vs 5 categories
- Desktop app
- Portfolio Performance
- Beginner friendly
- MarketScreener
- Free plan
- Both
What MarketScreener does best
- Monitor market news and quotes across equities, ETFs, commodities, currencies, forex, and cryptocurrencies.
- Build watchlists with quotes, news, earnings releases, valuation trends, broker recommendations, and email alerts.
- Screening for stocks globally with hundreds of fundamental and technical criteria, with higher filter counts reserved for Premium and Expert tiers.
- Use dynamic charts with technical indicators and switch between stocks and personal lists.
- Explore thematic lists and compare them with index trends and past performance.
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 | Free • From $34/mo | Free • From $25/yr |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 13 limits: Free Member: lists: 5, Free Member: securities per list: 25 +11 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 | No | No |
Integrations | — | 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 | 16 | 5 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | — |
| Data & capabilities | ||
Data quality | — | 3 signals: Latency: End of Day, Granularity: EOD +1 more |
Data partners | 3 partners: FactSet, Morningstar +1 more | — |
Capabilities | Universe builder | 4 signals: Portfolio attribution, Rebalancing +2 more |
Security | — | Encryption at rest |
| Try it | Visit MarketScreener | Visit Portfolio Performance |
Standout features
The best features of MarketScreener and Portfolio Performance.ShowHide
Standout features
What MarketScreener does best
- Monitor market news and quotes across equities, ETFs, commodities, currencies, forex, and cryptocurrencies.
- Build watchlists with quotes, news, earnings releases, valuation trends, broker recommendations, and email alerts.
- Screening for stocks globally with hundreds of fundamental and technical criteria, with higher filter counts reserved for Premium and Expert tiers.
- Use dynamic charts with technical indicators and switch between stocks and personal lists.
- Explore thematic lists and compare them with index trends and past performance.
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 MarketScreener and Portfolio Performance.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsCommoditiesCurrenciesCryptos | StocksETFsMutual FundsBondsCryptosCommoditiesOther |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsValue InvestorsGrowth InvestorsDividend Investors | Retail Traders |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Coverage details | Identifiers: Ticker and ISIN | Identifiers: Ticker and ISIN |
| Data | ||
Data freshness | Not specified | End of Day |
Data granularity | Not specified | EOD |
Data partners | FactSetMorningstarS&P Global Market Intelligence | Not specified |
| Access & integrations | ||
Import methods | Not specified | CSVManual |
Integrations | Not specified | Interactive Brokers (Activity Flex Query import)Google Drive (file sync via OS)OneDrive (file sync via OS)iCloud (file sync via OS) |
Export formats | Not specified | CSVJSONXML |
| Plans & trust | ||
Security & compliance | Not specified | Encryption at rest |
Capability signals | Universe builder | Portfolio attributionRebalancingMulti-currencyCost basis: FIFO |
Vendor & support | Surperformance SASCountry: France | 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“Free Member”lists: 5 · securities per list: 25 · +1 more | Free“Desktop (Open Source)” |
| Entry paid plan | $34/mo“Access”financial history years: 5 · company reports per month: 3 · +4 more | $25/yr≈ $2.08/mo“Premium (Mobile Annual)” |
| Tier 2 | $59/mo“Premium”annual billing usd: 600 · annual equivalent monthly usd: 50 | $3/mo“Premium (Mobile Monthly)” |
| Top plan | $279/mo“Expert”annual billing usd: 2,628 · annual equivalent monthly usd: 219 | — |
Questions we keep getting
What's the difference between MarketScreener and Portfolio Performance?
MarketScreener leans toward news, alerts, and calendar, while Portfolio Performance puts more weight on portfolio, watchlist, and data visualizations. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
How much do MarketScreener and Portfolio Performance cost?
Good news: both MarketScreener 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: MarketScreener or Portfolio Performance?
MarketScreener 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 MarketScreener or Portfolio Performance?
It depends on what you're after. Pick MarketScreener if news and alerts matter to you; go with Portfolio Performance if you'd rather have performance attribution and risk metrics. And if you only need the basics both share, let price decide.
What asset classes do MarketScreener and Portfolio Performance cover?
Both cover stocks, ETFs, commodities, and cryptos. MarketScreener also handles currencies. Portfolio Performance adds mutual funds, bonds, and other on top.
Can I export data from MarketScreener and Portfolio Performance?
Portfolio Performance exports to CSV. MarketScreener is stingier about getting data out.
Which has a better stock screener: MarketScreener or Portfolio Performance?
MarketScreener has a stock screener for surfacing ideas; Portfolio Performance doesn't, and focuses its energy elsewhere.
Can I track my portfolio with MarketScreener or Portfolio Performance?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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