★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: SMARTBROKER+ checked July 17, 2026
Tool Comparison
Portfolio Performance vs SMARTBROKER+
Pick Portfolio Performance if
Portfolio Performance
Free • Paid plans available · Desktop · Mobile
- You'd rather start free and only pay if you outgrow it
- You care about data visualizations, performance attribution, and risk metrics, things SMARTBROKER+ doesn't offer
Pick SMARTBROKER+ if
SMARTBROKER+
Transaction-priced · Fees vary by offer and jurisdiction · Web · Mobile
- You care about brokerage and downloadable tax reports, things Portfolio Performance doesn't offer
- You're newer to investing and want something approachable
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
Portfolio Performance and SMARTBROKER+ 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. The real difference is focus: only Portfolio Performance gives you data visualizations and performance attribution, and only SMARTBROKER+ gives you brokerage and downloadable tax reports.
What readers say
Portfolio Performance
Vote once to reveal the community verdict.
SMARTBROKER+
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Key differences at a glance
- Free plan
- Portfolio Performance
- Desktop app
- Portfolio Performance
- Asset coverage
- Portfolio PerformanceAdds cryptos and commodities
- Beginner friendly
- SMARTBROKER+
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 • Paid plans available | Transaction-priced · Fees vary by offer and jurisdiction |
Free tier | Yes | No |
Free trial | — | — |
Plan limits | Mobile App (Core): editing: Not supported (read-only as stated on app site) | — |
| Platforms & access | ||
Web app | No | Yes |
Desktop app | Yes | No |
Mobile app | Yes | Yes |
API access | No | No |
Broker sync | No | — |
Integrations | Interactive Brokers (Activity Flex Query import), Google Drive (file sync via OS) +2 more | — |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders | — |
Categories covered | 5 | 4 |
Regions | — | Europe |
| Data & capabilities | ||
Data quality | 3 signals: Latency: End of Day, Granularity: EOD +1 more | — |
Capabilities | 4 signals: Portfolio attribution, Rebalancing +2 more | — |
Security | Encryption at rest | — |
| Try it | Visit Portfolio Performance | Visit SMARTBROKER+ |
Where each one shines
What Portfolio Performance and SMARTBROKER+ each do best.ShowHide
Where each one shines
What Portfolio Performance and SMARTBROKER+ each do best.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 SMARTBROKER+ does best
- Stocks, ETFs, ETCs, funds, bonds and exchange-traded derivatives across German and international venues.
- Conditional €0 gettex execution from €500 and €1 execution below that threshold.
- Fee-free eligible stock, ETF, ETC, fund and crypto-ETP savings-plan execution from €1.
- Free securities custody, settlement account and optional foreign-currency accounts.
- Web and mobile access with watchlists, price alerts and portfolio views.
Every detail we compared
Every tracked attribute for Portfolio Performance and SMARTBROKER+, side by side.ShowHide
Every detail we compared
Every tracked attribute for Portfolio Performance and SMARTBROKER+, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsBondsCryptosCommoditiesOther | StocksETFsMutual FundsBonds |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail Traders | Not specified |
Regions | Not specified | Europe |
Coverage details | Identifiers: Ticker and ISIN | 9 countriesIdentifiers: Ticker and ISIN |
| Data | ||
Data freshness | End of Day | Not specified |
Data granularity | EOD | Not specified |
| Access & integrations | ||
Import methods | CSVManual | Not specified |
Integrations | Interactive Brokers (Activity Flex Query import)Google Drive (file sync via OS)OneDrive (file sync via OS)iCloud (file sync via OS) | Not specified |
Export formats | CSVJSONXML | CSVPDF |
| Plans & trust | ||
Security & compliance | Encryption at rest | Not specified |
Capability signals | Portfolio attributionRebalancingMulti-currencyCost basis: FIFO | Not specified |
Vendor & support | Andreas BuchenCountry: GermanyFounded 2012Support: Email and Forum | Smartbroker AGCountry: GermanySupport: Phone and Email |
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 | Subscription“Premium (Mobile)” | — |
Questions we keep getting
What's the difference between Portfolio Performance and SMARTBROKER+?
Portfolio Performance leans toward portfolio, watchlist, and data visualizations, while SMARTBROKER+ puts more weight on brokerage, portfolio, and watchlist. They overlap in 2 categories, so for most people it comes down to workflow preference and price.
Is Portfolio Performance or SMARTBROKER+ free to use?
Portfolio Performance has a free tier, so you can get started without paying anything. SMARTBROKER+ 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 SMARTBROKER+?
SMARTBROKER+ 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 Portfolio Performance or SMARTBROKER+?
It depends on what you're after. Pick Portfolio Performance if data visualizations and performance attribution matter to you; go with SMARTBROKER+ if you'd rather have brokerage and downloadable tax reports. And if you only need the basics both share, let price decide.
What asset classes do Portfolio Performance and SMARTBROKER+ cover?
Both cover stocks, ETFs, mutual funds, and bonds. Portfolio Performance also handles cryptos, commodities, and other.
Can I export data from Portfolio Performance and SMARTBROKER+?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can I track my portfolio with Portfolio Performance or SMARTBROKER+?
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.