Tool Comparison
Portfolio Performance vs Quicken (Simplifi & Classic)
- Paid from
- $25/yr, billed annually
- Free plan
- Yes
- Platforms
- Desktop, Mobile
Best if
- You'd rather start free and only pay if you outgrow it
- You want data visualizations, performance attribution, and risk metrics.
- You've outgrown the basics and want pro-level depth
- Paid from
- —
- Free plan
- No
- Platforms
- Desktop, Web, Mobile
Best if
- Delayed quotes won't cut it; you need real-time data
- You want tax lots / lot optimization, capital gains estimator, and downloadable tax reports.
- You're newer to investing and want something approachable
Pick Portfolio Performance if
Portfolio Performance
Free • From $25/yr, billed annually · Desktop · Mobile
- You'd rather start free and only pay if you outgrow it
- You want data visualizations, performance attribution, and risk metrics.
- You've outgrown the basics and want pro-level depth
Pick Quicken (Simplifi & Classic) if
Quicken (Simplifi & Classic)
Subscription · Desktop · Web · Mobile
- Delayed quotes won't cut it; you need real-time data
- You want tax lots / lot optimization, capital gains estimator, and downloadable tax reports.
- You're newer to investing and want something approachable
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Portfolio Performance and Quicken (Simplifi & Classic) cover a lot of the same ground (2 shared categories, portfolio and watchlist), so for the basics you won't go far wrong with either. Quicken (Simplifi & Classic) simply does more: 9 categories to Portfolio Performance's 5, including tax lots / lot optimization, capital gains estimator, and downloadable tax reports. Portfolio Performance counters by letting you start free.
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Portfolio Performance
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Quicken (Simplifi & Classic)
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Key differences at a glance
- Free plan
- Portfolio Performance
- Broader coverage
- Quicken (Simplifi & Classic)9 vs 5 categories
- Real-time data
- Quicken (Simplifi & Classic)
- Broker sync
- Quicken (Simplifi & Classic)
- Beginner friendly
- Quicken (Simplifi & Classic)
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.
What Quicken (Simplifi & Classic) does best
- Aggregate investment, retirement, brokerage, bank, credit, loan, and other household accounts across supported financial institutions.
- Simplifi on web and mobile for investment dashboards with holdings, balances, IRR, TWR, real-time prices, and a news feed based on owned securities.
- Quicken Classic desktop for deeper investment views, including performance, realized gains, asset-class grouping, account grouping, and historical snapshots.
- Portfolio Analyzer in US Classic Windows reports average annual return, asset allocation, standard-deviation-based risk, largest holdings, account concentration, and tax implications.
- Portfolio X-Ray in US Classic Premier or Business & Personal on Windows looks through mutual funds, ETFs, and equity funds to show underlying stock exposure.
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 $25/yr, billed annually | Subscription |
Free tier | Yes | No |
Free trial | — | — |
Plan limits | Mobile App (Core): editing: Not supported (read-only as stated on app site) | 7 limits: Quicken Business & Personal: businesses: 10, Quicken Classic Deluxe: observed offer: 40% off the first year shown September 24, 2026; generic pricing page... +5 more |
| Platforms & access | ||
Web app | No | Yes |
Desktop app | Yes | Yes |
Mobile app | Yes | Yes |
API access | No | No |
Broker sync | No | Yes |
Integrations | Interactive Brokers (Activity Flex Query import), Google Drive (file sync via OS) +2 more | TurboTax |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate |
Best for | Retail Traders | Retail Traders and Long-term Investors |
Categories covered | 5 | 9 |
Regions | — | North America |
| Data & capabilities | ||
Data quality | 3 signals: Latency: End of Day, Granularity: EOD +1 more | 5 signals: Latency: Real-time and End of Day, Granularity: EOD +3 more |
Capabilities | 4 signals: Portfolio attribution, Rebalancing +2 more | 4 signals: Broker sync, Tax lots +2 more |
Security | Encryption at rest | Encryption at rest and Encryption in transit |
| Try it | Visit Portfolio Performance | Visit Quicken (Simplifi & Classic) |
Standout features
The best features of Portfolio Performance and Quicken (Simplifi & Classic).ShowHide
Standout features
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.
What Quicken (Simplifi & Classic) does best
- Aggregate investment, retirement, brokerage, bank, credit, loan, and other household accounts across supported financial institutions.
- Simplifi on web and mobile for investment dashboards with holdings, balances, IRR, TWR, real-time prices, and a news feed based on owned securities.
- Quicken Classic desktop for deeper investment views, including performance, realized gains, asset-class grouping, account grouping, and historical snapshots.
- Portfolio Analyzer in US Classic Windows reports average annual return, asset allocation, standard-deviation-based risk, largest holdings, account concentration, and tax implications.
- Portfolio X-Ray in US Classic Premier or Business & Personal on Windows looks through mutual funds, ETFs, and equity funds to show underlying stock exposure.
All details
Every attribute we track for Portfolio Performance and Quicken (Simplifi & Classic).ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsBondsCryptosCommoditiesOther | StocksETFsMutual FundsBondsCryptosFunds |
Experience | IntermediateAdvanced | BeginnerIntermediate |
Target audience | Retail Traders | Retail TradersLong-term Investors |
Regions | Not specified | North America |
Coverage details | Identifiers: Ticker and ISIN | Countries: US and CAIdentifiers: Ticker |
| Data | ||
Data freshness | End of Day | Real-timeEnd of Day |
Data granularity | EOD | EOD |
| Access & integrations | ||
Import methods | CSVManual | Manual |
Integrations | Interactive Brokers (Activity Flex Query import)Google Drive (file sync via OS)OneDrive (file sync via OS)iCloud (file sync via OS) | TurboTax |
Export formats | CSVJSONXML | CSVExcel |
| Plans & trust | ||
Security & compliance | Encryption at rest | Encryption at restEncryption in transit |
Capability signals | Portfolio attributionRebalancingMulti-currencyCost basis: FIFO | Broker syncTax lotsMulti-currencyCost basis: FIFO and LIFO |
Vendor & support | Andreas BuchenCountry: GermanyFounded 2012Support: Email and Forum | Quicken Inc.Country: USFounded 1983Support: Chat, Phone, 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“Desktop (Open Source)” | — |
| Entry paid plan | $25/yrBilled annually≈ $2.08/mo“Premium (Mobile Annual)” | SubscriptionBilled annually“Quicken Simplifi” |
| Tier 2 | $3/moBilled monthly“Premium (Mobile Monthly)” | SubscriptionBilled annually“Quicken Business & Personal”businesses: 10 |
| Tier 3 | — | SubscriptionBilled annually“Quicken Classic Deluxe”observed offer: 40% off the first year shown September 24, 2026; generic pricing page... · displayed monthly equivalent: $6.99, billed annually |
| Tier 4 | — | SubscriptionBilled annually“Quicken Classic Premier”observed offer: 40% off the first year shown September 24, 2026; generic pricing page... · displayed monthly equivalent: $7.99, billed annually |
| Tier 5 | — | SubscriptionBilled annually“Quicken Family Enterprise” |
| Top plan | — | SubscriptionBilled annually“Quicken Classic Business & Personal”observed offer: 40% off the first year shown September 24, 2026; generic pricing page... · displayed monthly equivalent: $10.99, billed annually |
Questions we keep getting
What's the difference between Portfolio Performance and Quicken (Simplifi & Classic)?
Portfolio Performance leans toward portfolio, watchlist, and data visualizations, while Quicken (Simplifi & Classic) puts more weight on portfolio, watchlist, and tax lots / lot optimization. They overlap in 2 categories, so for most people it comes down to workflow preference and price.
Is Portfolio Performance or Quicken (Simplifi & Classic) free to use?
Portfolio Performance has a free tier, so you can get started without paying anything. Quicken (Simplifi & Classic) is paid-only. If budget matters, start with Portfolio Performance and see how far it takes you before opening your wallet.
Which is better for beginners: Portfolio Performance or Quicken (Simplifi & Classic)?
Quicken (Simplifi & Classic) is the friendlier place to start; its interface takes less getting used to. Portfolio Performance assumes more experience, and rewards it with deeper analytics.
Should I choose Portfolio Performance or Quicken (Simplifi & Classic)?
It depends on what you're after. Pick Portfolio Performance if data visualizations and performance attribution matter to you; go with Quicken (Simplifi & Classic) if you'd rather have tax lots / lot optimization and capital gains estimator. And if you only need the basics both share, let price decide.
What asset classes do Portfolio Performance and Quicken (Simplifi & Classic) cover?
Both cover stocks, ETFs, mutual funds, and bonds. Portfolio Performance also handles commodities and other. Quicken (Simplifi & Classic) adds funds on top.
Does Portfolio Performance or Quicken (Simplifi & Classic) have real-time data?
Quicken (Simplifi & Classic) 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 Portfolio Performance and Quicken (Simplifi & Classic)?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Portfolio Performance or Quicken (Simplifi & Classic) connect to my broker?
Quicken (Simplifi & Classic) syncs with brokers automatically. With Portfolio Performance, you're entering holdings by hand or importing files.
Can I track my portfolio with Portfolio Performance or Quicken (Simplifi & Classic)?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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