VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Source checks: Optuma checked September 5, 2026 · Portfolio Performance checked August 23, 2026
Tool Comparison
Optuma vs Portfolio Performance
Start here
Optuma
From $810/yr · Desktop
- Delayed quotes won't cut it; you need real-time data
- You want stock comparison, ETF comparison, and screeners.
Pick Portfolio Performance instead if
Portfolio Performance
Free • Paid plans available · Desktop · Mobile
- You'd rather start free and only pay if you outgrow it
- You do a lot of your research from your phone
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
Optuma 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. Optuma simply does more: 10 categories to Portfolio Performance's 5, including stock comparison, ETF comparison, and screeners. Portfolio Performance counters by being completely free.
What readers say
Optuma
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Portfolio Performance
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Key differences at a glance
- Free plan
- Portfolio Performance
- Free trial
- Optuma14 days
- Broader coverage
- Optuma10 vs 5 categories
- Mobile app
- Portfolio Performance
- Real-time data
- Optuma
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 | From $810/yr | Free • Paid plans available |
Free tier | No | Yes |
Free trial | 14 days | — |
Plan limits | — | Mobile App (Core): editing: Not supported (read-only as stated on app site) |
| Platforms & access | ||
Web app | No | No |
Desktop app | Yes | Yes |
Mobile app | No | Yes |
API access | No | No |
Broker sync | No | No |
Integrations | Bloomberg | Interactive Brokers (Activity Flex Query import), Google Drive (file sync via OS) +2 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Intermediate, Advanced |
Best for | Pro Retail, Analysts +3 more | Retail Traders |
Categories covered | 10 | 5 |
Regions | North America, Europe, APAC, LatAm, Middle East, Africa | — |
| Data & capabilities | ||
Data quality | 3 signals: Latency: Real-time and End of Day, Granularity: Minute and EOD +1 more | 3 signals: Latency: End of Day, Granularity: EOD +1 more |
Data partners | RRG Research and Bloomberg | — |
Capabilities | 9 signals: Custom formulas, Ranking backtests +7 more | 4 signals: Portfolio attribution, Rebalancing +2 more |
Security | — | Encryption at rest |
| Try it | Visit Optuma | Visit Portfolio Performance |
Where each one shines
What Optuma and Portfolio Performance each do best.ShowHide
Where each one shines
What Optuma and Portfolio Performance each do best.What Optuma does best
- Build static or animated RRGs for securities, indices, asset classes, custom lists, and portfolios.
- Change tail length, comparison index, history, and daily, weekly, or monthly timeframes in RRG Lite.
- Use price-weighted, cap-weighted, selected-index, or fixed annual-return comparisons.
- Higher service levels add one-minute intraday and Forex RRGs, scripting, filters, scans, quantitative tests, and quadrant-colored bars.
- Connect a real-time provider for live intraday RRGs or use included and optional end-of-day market data.
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.
Every detail we compared
Every tracked attribute for Optuma and Portfolio Performance, side by side.ShowHide
Every detail we compared
Every tracked attribute for Optuma and Portfolio Performance, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsCurrenciesCommoditiesFuturesCryptosOther | StocksETFsMutual FundsBondsCryptosCommoditiesOther |
Experience | IntermediateAdvanced | IntermediateAdvanced |
Target audience | Pro RetailAnalystsQuants/DevelopersAsset ManagersHedge Funds | Retail Traders |
Regions | North AmericaEuropeAPACLatAmMiddle EastAfrica | Not specified |
Coverage details | Identifiers: Ticker | Identifiers: Ticker and ISIN |
| Data | ||
Data freshness | Real-timeEnd of Day | End of Day |
Data granularity | MinuteEOD | EOD |
Data partners | RRG ResearchBloomberg | Not specified |
| Access & integrations | ||
Import methods | CSVManual | CSVManual |
Integrations | Bloomberg | Interactive Brokers (Activity Flex Query import)Google Drive (file sync via OS)OneDrive (file sync via OS)iCloud (file sync via OS) |
Export formats | ImagePDF | CSVJSONXML |
| Plans & trust | ||
Security & compliance | Not specified | Encryption at rest |
Capability signals | Custom formulasRanking backtestsUniverse builderFactors: Value, Quality, Momentum, Growth, LowVol, and SizeFactor exposurePerformance attributionPortfolio attributionPortfolio factor exposure+1 more | Portfolio attributionRebalancingMulti-currencyCost basis: FIFO |
Vendor & support | Optuma Pty LtdCountry: AUSupport: Email and Forum | 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“Desktop (Open Source)” |
| Entry paid plan | $810/yr≈ $67.50/mo“Trader Services — annual renewal” | Subscription“Premium (Mobile)” |
| Tier 2 | $75/mo“Trader Services — monthly renewal” | — |
| Top plan | $995/yr“Trader Services — first 12 months” | — |
| Free trial | 14 days | — |
Questions we keep getting
What's the difference between Optuma and Portfolio Performance?
Optuma leans toward data visualizations, stock comparison, and ETF comparison, 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.
Is Optuma or Portfolio Performance free to use?
Portfolio Performance has a free tier, so you can get started without paying anything. Optuma is paid-only. If budget matters, start with Portfolio Performance and see how far it takes you before opening your wallet.
Can I use Optuma or Portfolio Performance on my phone?
Portfolio Performance lists a dedicated mobile app, so it travels better. Optuma doesn't list a dedicated mobile app; its documented access is desktop.
Should I choose Optuma or Portfolio Performance?
It depends on what you're after. Pick Optuma if stock comparison and ETF comparison 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 Optuma and Portfolio Performance cover?
Both cover stocks, ETFs, mutual funds, and commodities. Optuma also handles currencies and futures. Portfolio Performance adds bonds on top.
Does Optuma or Portfolio Performance have real-time data?
Optuma 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 Optuma and Portfolio Performance?
Portfolio Performance exports to CSV. Optuma is stingier about getting data out.
Which has a better stock screener: Optuma or Portfolio Performance?
Optuma has a stock screener for surfacing ideas; Portfolio Performance doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Optuma 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.