MarketXLS vs Portfolio Performance comparison

MarketXLS focuses on Sheets / Excel Add-ins, Broker Connectors, and Screeners while Portfolio Performance specializes in Portfolio, Watchlist, and Data Visualizations. They overlap in 3 categories, so choose based on your preferred workflow and pricing.

Portfolio Performance offers a free tier that lets you get started without paying, while MarketXLS requires a subscription. If budget is a concern, start with Portfolio Performance and upgrade later if you need more advanced features.

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

Portfolio Performance has a mobile app so you can check your research on the go. MarketXLS is web-only, so you'll need a browser to access it from mobile devices.

Choose MarketXLS if you need Excel add‑in works on Windows, Mac, and Excel Online; updates delivered automatically for Mac/Excel Online/Office 365 users., and Built‑in real‑time streaming quotes (with exchange agreements) and default 15‑minute delayed market data; EOD history ~15+ years; intraday historical up to 1‑minute for ~1 year.. 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, and Cryptos. MarketXLS also includes Options, Currencies, and Futures. Portfolio Performance adds coverage for Bonds, Commodities, and Other.

MarketXLS 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.

Both platforms let you export data to spreadsheets (CSV). This is useful for custom analysis or record-keeping.

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

MarketXLS 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.