VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Saturday, January 17, 2026
Tool Comparison
Portfolio Performance vs Qfinr comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Portfolio Performance
portfolio-performance.info
At a glance
| Portfolio Performance | Qfinr | |
|---|---|---|
| Free tier | ||
| Free trial | ||
| Starting price | — | — |
| Enterprise option | ||
| Available plans | Desktop (Open Source), Mobile App (Core), Premium (Mobile) | Subscription |
Vote sentiment comparison
Cumulative positive vote share. Loading fresh totals...
Platform details
| Attribute | Portfolio Performance | Qfinr |
|---|---|---|
Asset types | StocksETFsMutual FundsBondsCryptosCommoditiesOther | StocksETFsMutual FundsBondsCommoditiesOther |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | Not specified | Not specified |
Data freshness | End of Day | End of Day |
API access | Not specified | Not specified |
Export formats | CSVJSONXML | Not specified |
Coverage overlap
Categories covered by Portfolio Performance only.
Categories covered by Qfinr only.
Frequently Asked Questions
What's the difference between Portfolio Performance and Qfinr?
Portfolio Performance focuses on Portfolio, Watchlist, and Data Visualizations while Qfinr specializes in Portfolio, Watchlist, and Backtesting. They overlap in 2 categories, so choose based on your preferred workflow and pricing.
Is Portfolio Performance or Qfinr free to use?
Portfolio Performance offers a free tier that lets you get started without paying, while Qfinr requires a subscription. If budget is a concern, start with Portfolio Performance and upgrade later if you need more advanced features.
Which is better for beginners—Portfolio Performance or Qfinr?
Qfinr is more beginner-friendly with an approachable interface. Both can work for intermediate users.
Should I choose Portfolio Performance or Qfinr?
Choose Portfolio Performance if you need 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.. Go with Qfinr if Multi-country, multi-asset portfolio tracking and analysis covering stocks, bonds, ETFs, mutual funds, commodities, and deposits., and Portfolio import via manual entry, Excel/CSV templates, or statements from Indian custodians and brokers, including CAMS, KFintech, NSDL, CDSL, Zerodha, HDFC Securities, ICICI Securities, and Kotak Securities. better fits how you invest.
What asset classes do Portfolio Performance and Qfinr cover?
Both cover Stocks, ETFs, Mutual Funds, Bonds, Commodities, and Other. Portfolio Performance also includes Cryptos.
Can I export data from Portfolio Performance and Qfinr?
Portfolio Performance supports data exports to CSV, JSON, and XML. Qfinr has more limited export options.
Can Portfolio Performance or Qfinr connect to my broker?
Portfolio Performance connects with brokers for portfolio syncing. Qfinr requires manual portfolio entry or data import.
Which has a better stock screener—Portfolio Performance or Qfinr?
Qfinr includes a stock screener for finding investment ideas. Portfolio Performance focuses on other analytical tools.
Can I track my portfolio with Portfolio Performance or Qfinr?
Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.
Other tools you might like
These profiles share overlapping coverage with both sides of this matchup.
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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.