★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: TradeLog checked July 22, 2026
Tool Comparison
Portfolio Performance vs TradeLog
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 do a lot of your research from your phone
- You care about watchlist, performance attribution, and risk metrics, things TradeLog doesn't offer
Pick TradeLog if
TradeLog
From $219/yr · Desktop
- You care about tax lots / lot optimization, wash sale detection, and downloadable tax reports, things Portfolio Performance doesn't offer
- You trade often and need tooling built for speed
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 TradeLog cover a lot of the same ground (2 shared categories, portfolio and data visualizations), so for the basics you won't go far wrong with either. The real difference is focus: only Portfolio Performance gives you watchlist and performance attribution, and only TradeLog gives you tax lots / lot optimization and wash sale detection.
What readers say
Portfolio Performance
Vote once to reveal the community verdict.
TradeLog
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Key differences at a glance
- Free plan
- Portfolio Performance
- Free trial
- TradeLog30 days
- Mobile app
- Portfolio Performance
- Broker sync
- TradeLog
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 | From $219/yr |
Free tier | Yes | No |
Free trial | — | 30 days |
Plan limits | Mobile App (Core): editing: Not supported (read-only as stated on app site) | 9 limits: 30-Day Free Trial: finalized tax reports: 0, 30-Day Free Trial: duration days: 30 +7 more |
| Platforms & access | ||
Web app | No | No |
Desktop app | Yes | Yes |
Mobile app | Yes | No |
API access | No | No |
Broker sync | No | Yes |
Integrations | Interactive Brokers (Activity Flex Query import), Google Drive (file sync via OS) +2 more | Supported broker file imports, BrokerConnect for selected brokers +3 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders | Retail Traders, Pro Retail +2 more |
Categories covered | 5 | 6 |
Regions | — | North America |
| Data & capabilities | ||
Data quality | 3 signals: Latency: End of Day, Granularity: EOD +1 more | — |
Capabilities | 4 signals: Portfolio attribution, Rebalancing +2 more | 4 signals: Broker sync, Tax lots +2 more |
Security | Encryption at rest | — |
| Try it | Visit Portfolio Performance | Visit TradeLog |
Where each one shines
What Portfolio Performance and TradeLog each do best.ShowHide
Where each one shines
What Portfolio Performance and TradeLog 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 TradeLog does best
- Maintain one local TradeLog data file per taxpayer and tax year with trade history from multiple brokerage accounts, including IRAs.
- Import actual trade history through supported broker files, selected BrokerConnect connections, Excel-compatible files, or manual entry when the necessary transaction fields are available.
- Identify and adjust wash sales for stocks, options, and short sales across accounts, including IRA wash sales and deferrals carried into the next tax year.
- Generate Form 8949 details for Schedule D after required year-end holdings verification and gross-proceeds reconciliation against broker Forms 1099-B.
- Prepare Form 6781 details for supported Section 1256 contracts and, on Trader or Elite, Form 4797 and Section 481 details for eligible Section 475 mark-to-market traders.
Every detail we compared
Every tracked attribute for Portfolio Performance and TradeLog, side by side.ShowHide
Every detail we compared
Every tracked attribute for Portfolio Performance and TradeLog, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsBondsCryptosCommoditiesOther | StocksETFsMutual FundsBondsOptionsFuturesCurrenciesCryptos |
Experience | IntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail Traders | Retail TradersPro RetailDay TradersSwing Traders |
Regions | Not specified | North America |
Coverage details | Identifiers: Ticker and ISIN | Countries: USIdentifiers: Ticker |
| Data | ||
Data freshness | End of Day | Not specified |
Data granularity | EOD | Not specified |
| Access & integrations | ||
Import methods | CSVManual | CSVBrokerOAuthManual |
Integrations | Interactive Brokers (Activity Flex Query import)Google Drive (file sync via OS)OneDrive (file sync via OS)iCloud (file sync via OS) | Supported broker file importsBrokerConnect for selected brokersTurboTaxTaxActH&R Block |
Export formats | CSVJSONXML | PDF |
| Plans & trust | ||
Security & compliance | Encryption at rest | Not specified |
Capability signals | Portfolio attributionRebalancingMulti-currencyCost basis: FIFO | Broker syncTax lotsWash sale detectionCost basis: FIFO and SpecificLot |
Vendor & support | Andreas BuchenCountry: GermanyFounded 2012Support: Email and Forum | Cogenta Computing, Inc.Country: United StatesFounded 1999Support: Email and Phone |
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)” | $219/yr≈ $18.25/mo“Investor”trade records: 1,500 · included file keys: 1 |
| Tier 2 | — | $359/yr≈ $29.92/mo“Trader”trade records: 5,000 · included file keys: 1 |
| Top plan | — | $459/yr≈ $38.25/mo“Elite”trade records: More than 5,000 · included file keys: 1 |
| Free trial | — | 30 days |
Questions we keep getting
What's the difference between Portfolio Performance and TradeLog?
Portfolio Performance leans toward portfolio, watchlist, and data visualizations, while TradeLog puts more weight on portfolio, data visualizations, 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 TradeLog free to use?
Portfolio Performance has a free tier, so you can get started without paying anything. TradeLog is paid-only. If budget matters, start with Portfolio Performance and see how far it takes you before opening your wallet.
Can I use Portfolio Performance or TradeLog on my phone?
Portfolio Performance lists a dedicated mobile app, so it travels better. TradeLog doesn't list a dedicated mobile app; its documented access is desktop.
Should I choose Portfolio Performance or TradeLog?
It depends on what you're after. Pick Portfolio Performance if watchlist and performance attribution matter to you; go with TradeLog if you'd rather have tax lots / lot optimization and wash sale detection. And if you only need the basics both share, let price decide.
What asset classes do Portfolio Performance and TradeLog cover?
Both cover stocks, ETFs, mutual funds, and bonds. Portfolio Performance also handles commodities and other. TradeLog adds options, futures, and currencies on top.
Can I export data from Portfolio Performance and TradeLog?
Portfolio Performance exports to CSV. TradeLog is stingier about getting data out.
Can Portfolio Performance or TradeLog connect to my broker?
TradeLog syncs with brokers automatically. With Portfolio Performance, you're entering holdings by hand or importing files.
Is Portfolio Performance or TradeLog better for day trading?
TradeLog is the one positioned more for active traders. Portfolio Performance is the better fit if you care less about fast trading workflows and more about a calmer research process.
Can I track my portfolio with Portfolio Performance or TradeLog?
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.