VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Wednesday, January 14, 2026
Tool Comparison
Portfolio Performance vs Stockopedia comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Portfolio Performance
portfolio-performance.info
Stockopedia
stockopedia.com
At a glance
| Portfolio Performance | Stockopedia | |
|---|---|---|
| Free tier | ||
| Free trial | 14 days | |
| Starting price | — | — |
| Enterprise option | ||
| Available plans | Desktop (Open Source), Mobile App (Core), Premium (Mobile) | UK, UK & US, Custom (regions) |
Vote sentiment comparison
Cumulative positive vote share. Loading fresh totals...
Platform details
| Attribute | Portfolio Performance | Stockopedia |
|---|---|---|
Asset types | StocksETFsMutual FundsBondsCryptosCommoditiesOther | StocksETFsClosed-End Funds |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | Not specified | EuropeNorth AmericaAPAC |
Data freshness | End of Day | 15-min DelayedEnd of Day |
API access | Not specified | Not specified |
Export formats | CSVJSONXML | CSVExcel |
Coverage overlap
Categories where both tools offer overlapping coverage.
Categories covered by Portfolio Performance only.
Categories covered by Stockopedia only.
Frequently Asked Questions
What's the difference between Portfolio Performance and Stockopedia?
Portfolio Performance focuses on Portfolio, Watchlist, and Data Visualizations while Stockopedia specializes in Screeners, Stock Ideas, and Financials. They overlap in 3 categories, so choose based on your preferred workflow and pricing.
Is Portfolio Performance or Stockopedia free to use?
Portfolio Performance offers a free tier that lets you get started without paying, while Stockopedia 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 Stockopedia?
Stockopedia is more beginner-friendly with an approachable interface. Both can work for intermediate users.
Should I choose Portfolio Performance or Stockopedia?
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 Stockopedia if Equity screener with more than 350 ratios and over 65 prebuilt “GuruScreens.”, and StockRanks™ system rates every stock on Quality, Value, and Momentum, with additional risk ratings and style classifications. better fits how you invest.
What asset classes do Portfolio Performance and Stockopedia cover?
Both cover Stocks, and ETFs. Portfolio Performance also includes Mutual Funds, Bonds, Cryptos, Commodities, and Other. Stockopedia adds coverage for Closed-End Funds.
Can I export data from Portfolio Performance and Stockopedia?
Both platforms let you export data to spreadsheets (CSV). This is useful for custom analysis or record-keeping.
Can Portfolio Performance or Stockopedia connect to my broker?
Portfolio Performance connects with brokers for portfolio syncing. Stockopedia requires manual portfolio entry or data import.
Which has a better stock screener—Portfolio Performance or Stockopedia?
Stockopedia includes a stock screener for finding investment ideas. Portfolio Performance focuses on other analytical tools.
Can I track my portfolio with Portfolio Performance or Stockopedia?
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.