Tool Comparison
Portfolio Performance vs Stock Analysis
- Paid from
- $2.08/mo
- Free plan
- Yes
- Platforms
- Desktop, Mobile
Best if
- You want the cheaper way in: plans start at $2.08/mo instead of $6.58/mo
- You want performance attribution.
- Paid from
- $6.58/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- Delayed quotes won't cut it; you need real-time data
- You want stock ideas, screeners, and ETF screeners.
- You're newer to investing and want something approachable
Use code JERA
Pick Portfolio Performance instead if
Portfolio Performance
Free • From $25/yr · Desktop · Mobile
- You want the cheaper way in: plans start at $2.08/mo instead of $6.58/mo
- You want performance attribution.
Start here
Stock Analysis
Free • From $79/yr · Web · Mobile
- Delayed quotes won't cut it; you need real-time data
- You want stock ideas, screeners, and ETF screeners.
- You're newer to investing and want something approachable
Use code JERA
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 Stock Analysis cover a lot of the same ground (4 shared categories, including portfolio, watchlist, and data visualizations), so for the basics you won't go far wrong with either. Stock Analysis simply does more: 32 categories to Portfolio Performance's 5, including stock ideas, screeners, and ETF screeners. Portfolio Performance counters by starting cheaper at $2.08/mo.
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Portfolio Performance
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Stock Analysis
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Key differences at a glance
- Cheaper paid plan
- Portfolio Performance$2.08/mo vs $6.58/mo
- Broader coverage
- Stock Analysis32 vs 5 categories
- Desktop app
- Portfolio Performance
- Real-time data
- Stock Analysis
- Broker sync
- Stock Analysis
- Beginner friendly
- Stock Analysis
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 Stock Analysis does best
- Research coverage for 130,000+ global stocks and funds, including stocks, ETFs, mutual funds, closed-end funds, indexes, IPOs, preferred shares, and other listed symbols.
- Market research entry points: news, press releases, trending stocks, indexes, heatmaps, pre-market movers, after-hours movers, IPO news, and broad market activity pages.
- Screening for ideas with stock, ETF, IPO, and mutual-fund screeners that support country and exchange filters, indicators, watchlist actions, table views, and paid saved-screen workflows.
- Direct access to ticker pages with quote data, company profiles, financial statements, ratios, statistics, business metrics, dividends, price history, charts, news, related symbols, downloadable tables, and data-source context.
- Tracking event-driven research with earnings calendars, IPO calendars, IPO statistics, dividend calendars, listings, delistings, splits, symbol changes, spin-offs, bankruptcies, acquisitions, and historical corporate actions.
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 | Free • From $79/yr |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | Mobile App (Core): editing: Not supported (read-only as stated on app site) | 14 limits: Free: ads: Yes, Free: exports: Limited compared with Pro/Unlimited +12 more |
| Platforms & access | ||
Web app | No | Yes |
Desktop app | Yes | No |
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 | Brokerage account sync, Google Sheets export +3 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders | Retail Traders, Pro Retail +8 more |
Categories covered | 5 | 32 |
Regions | — | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 3 signals: Latency: End of Day, Granularity: EOD +1 more | 6 signals: Latency: Streaming, Real-time, 15-min Delayed, and End of Day, Granularity: Minute and EOD +4 more |
Data partners | — | 10 partners: Fiscal.ai, S&P Global Market Intelligence +8 more |
Capabilities | 4 signals: Portfolio attribution, Rebalancing +2 more | 4 signals: Universe builder, Factors: Value, Quality, Momentum, Growth, and Size +2 more |
Security | Encryption at rest | — |
| Try it | Visit Portfolio Performance | Visit Stock Analysis |
Standout features
The best features of Portfolio Performance and Stock Analysis.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 Stock Analysis does best
- Research coverage for 130,000+ global stocks and funds, including stocks, ETFs, mutual funds, closed-end funds, indexes, IPOs, preferred shares, and other listed symbols.
- Market research entry points: news, press releases, trending stocks, indexes, heatmaps, pre-market movers, after-hours movers, IPO news, and broad market activity pages.
- Screening for ideas with stock, ETF, IPO, and mutual-fund screeners that support country and exchange filters, indicators, watchlist actions, table views, and paid saved-screen workflows.
- Direct access to ticker pages with quote data, company profiles, financial statements, ratios, statistics, business metrics, dividends, price history, charts, news, related symbols, downloadable tables, and data-source context.
- Tracking event-driven research with earnings calendars, IPO calendars, IPO statistics, dividend calendars, listings, delistings, splits, symbol changes, spin-offs, bankruptcies, acquisitions, and historical corporate actions.
All details
Every attribute we track for Portfolio Performance and Stock Analysis.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsBondsCryptosCommoditiesOther | StocksETFsMutual FundsClosed-End FundsFundsOther |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail Traders | Retail TradersPro RetailLong-term InvestorsValue InvestorsGrowth InvestorsDividend InvestorsIndex/Passive InvestorsSwing Traders+2 more |
Regions | Not specified | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | Identifiers: Ticker and ISIN | Identifiers: Ticker, CIK, ISIN, and CUSIP |
| Data | ||
Data freshness | End of Day | StreamingReal-time15-min DelayedEnd of Day |
Data granularity | EOD | MinuteEOD |
Pricing sources | Not specified | ExchangeVendor |
Data partners | Not specified | Fiscal.aiS&P Global Market IntelligenceNasdaq Data LinkFinancial Modeling PrepCboeNasdaq / NYSEBenzingaFinnhub+2 more |
| Access & integrations | ||
Import methods | CSVManual | ManualCSVBrokerOAuth |
Integrations | Interactive Brokers (Activity Flex Query import)Google Drive (file sync via OS)OneDrive (file sync via OS)iCloud (file sync via OS) | Brokerage account syncGoogle Sheets exportApple App StoreGoogle PlayPaddle |
Export formats | CSVJSONXML | CSVExcel |
| Plans & trust | ||
Security & compliance | Encryption at rest | Not specified |
Capability signals | Portfolio attributionRebalancingMulti-currencyCost basis: FIFO | Universe builderFactors: Value, Quality, Momentum, Growth, and SizeBroker syncMulti-currency |
Vendor & support | Andreas BuchenCountry: GermanyFounded 2012Support: Email and Forum | Vefir ehf.Country: IcelandFounded 2019Support: Email |
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)” | Freeads: Yes · exports: Limited compared with Pro/Unlimited · +2 more |
| Entry paid plan | $25/yr≈ $2.08/mo“Premium (Mobile Annual)” | $79/yr≈ $6.58/mo“Pro”stocks per watchlist: 100 · active alerts: 100 · +3 more |
| Top plan | $3/mo“Premium (Mobile Monthly)” | $199/yr≈ $16.58/mo“Unlimited”downloads: Unlimited · stocks per watchlist: Unlimited · +3 more |
Questions we keep getting
What's the difference between Portfolio Performance and Stock Analysis?
Portfolio Performance leans toward portfolio, watchlist, and data visualizations, while Stock Analysis puts more weight on stock ideas, screeners, and ETF screeners. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
How much do Portfolio Performance and Stock Analysis cost?
Good news: both Portfolio Performance and Stock Analysis have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: Portfolio Performance or Stock Analysis?
Stock Analysis 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 Stock Analysis?
It depends on what you're after. Pick Portfolio Performance if performance attribution matter to you; go with Stock Analysis if you'd rather have stock ideas and screeners. And if you only need the basics both share, let price decide.
What asset classes do Portfolio Performance and Stock Analysis cover?
Both cover stocks, ETFs, mutual funds, and other. Portfolio Performance also handles bonds, cryptos, and commodities. Stock Analysis adds closed-end funds and funds on top.
Does Portfolio Performance or Stock Analysis have real-time data?
Stock Analysis 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 Stock Analysis?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Portfolio Performance or Stock Analysis connect to my broker?
Stock Analysis syncs with brokers automatically. With Portfolio Performance, you're entering holdings by hand or importing files.
Which has a better stock screener: Portfolio Performance or Stock Analysis?
Stock Analysis has a stock screener for surfacing ideas; Portfolio Performance doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Portfolio Performance or Stock Analysis?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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