★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Tool comparison edition
Tool Comparison
MarketScreener vs Portfolio Performance
Start here
MarketScreener
Free • From $34/mo · Web · Mobile
- You care about news, alerts, and calendar, things Portfolio Performance doesn't offer
- 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 • Paid plans available · Desktop · Mobile
- You care about performance attribution and risk metrics, things MarketScreener 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
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 being completely free.
What readers say
MarketScreener
Vote once to reveal the community verdict.
Portfolio Performance
Vote once to reveal the community verdict.
Key differences at a glance
- Broader coverage
- MarketScreener16 vs 5 categories
- Desktop app
- Portfolio Performance
- Beginner friendly
- MarketScreener
- Free plan
- Both
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 $34/mo | Free • Paid plans available |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | 6 limits: Access: annual equivalent monthly usd: 28, Access: annual billing usd: 336 +4 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 |
Where each one shines
What MarketScreener and Portfolio Performance each do best.ShowHide
Where each one shines
What MarketScreener and Portfolio Performance each do best.What MarketScreener does best
- Follow market news and quotes across equities, ETFs, commodities, currencies, forex, and cryptocurrencies.
- Build custom watchlists with quotes, news, earnings releases, valuation trends, broker recommendations, and smart email alerts.
- Screen stocks globally with hundreds of fundamental and technical criteria, with higher filter counts reserved for Premium and Expert tiers.
- Use dynamic charts with configurable technical indicators and quick switching between individual stocks and personal lists.
- Explore thematic investment lists for idea discovery and compare themes against index trends and historical performance.
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 MarketScreener and Portfolio Performance, side by side.ShowHide
Every detail we compared
Every tracked attribute for MarketScreener and Portfolio Performance, side by side.| 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.
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 | Free“Free (Member)” | Free“Desktop (Open Source)” |
| Entry paid plan | $34/mo“Access”annual equivalent monthly usd: 28 · annual billing usd: 336 | Subscription“Premium (Mobile)” |
| Tier 2 | $59/mo“Premium”annual billing usd: 600 · annual equivalent monthly usd: 50 | — |
| 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.
Keep researching
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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.