VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Wednesday, January 14, 2026
Tool Comparison
Portfolio Performance vs StockCharts 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 | StockCharts | |
|---|---|---|
| Free tier | ||
| Free trial | 30 days | |
| Starting price | — | $19.95/mo |
| Enterprise option | ||
| Available plans | Desktop (Open Source), Mobile App (Core), Premium (Mobile) | Free, Basic, Extra, PRO |
Vote sentiment comparison
Cumulative positive vote share. Loading fresh totals...
Platform details
| Attribute | Portfolio Performance | StockCharts |
|---|---|---|
Asset types | StocksETFsMutual FundsBondsCryptosCommoditiesOther | StocksETFsMutual FundsOptionsCommoditiesCryptos |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | Not specified | North AmericaEuropeAPAC |
Data freshness | End of Day | Real-time15-min DelayedEnd of Day |
API access | Not specified | Not specified |
Export formats | CSVJSONXML | CSVImage |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Portfolio Performance only.
Frequently Asked Questions
What's the difference between Portfolio Performance and StockCharts?
Portfolio Performance focuses on Portfolio, Watchlist, and Data Visualizations while StockCharts specializes in Screeners, Data Visualizations, and Alerts. They overlap in 3 categories, so choose based on your preferred workflow and pricing.
How much do Portfolio Performance and StockCharts cost?
Good news—both Portfolio Performance and StockCharts offer free plans. You can try each platform without commitment and only pay when you need premium features.
Which is better for beginners—Portfolio Performance or StockCharts?
StockCharts is more beginner-friendly with an approachable interface. Both can work for intermediate users.
Should I choose Portfolio Performance or StockCharts?
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 StockCharts if Tiered pricing: Basic $19.95, Extra $29.95, PRO $49.95. Limits scale by tier (ChartLists: 1/250/500; Custom Scans: 1/200/500; Scheduled Scans: 0/10/25; Price Alerts: 2/200/500; Advanced Alerts: 1/100/250). Auto-refresh every 15s (Basic/Extra) or 5s (PRO)., and Real-time data: free US BATS quotes; official real-time add-ons available for NYSE, NASDAQ, TSX/TSX-V, and LSE. Other markets are 15-minute delayed. better fits how you invest.
What asset classes do Portfolio Performance and StockCharts cover?
Both cover Stocks, ETFs, Mutual Funds, Cryptos, and Commodities. Portfolio Performance also includes Bonds, and Other. StockCharts adds coverage for Options.
Does Portfolio Performance or StockCharts have real-time data?
StockCharts offers real-time data feeds, which is essential for active traders. Portfolio Performance uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.
Can I export data from Portfolio Performance and StockCharts?
Both platforms let you export data to spreadsheets (CSV). This is useful for custom analysis or record-keeping.
Can Portfolio Performance or StockCharts connect to my broker?
Both platforms offer broker integrations, so you can sync your portfolio for seamless tracking and analysis.
Which has a better stock screener—Portfolio Performance or StockCharts?
StockCharts includes a stock screener for finding investment ideas. Portfolio Performance focuses on other analytical tools.
Can I track my portfolio with Portfolio Performance or StockCharts?
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.