Tool Comparison
Portfolio Performance vs TradingView
- 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 $12.95/mo
- You want performance attribution and risk metrics.
- Paid from
- $12.95/mo
- Free plan
- Yes
- Platforms
- Web, Mobile, Desktop
Best if
- Delayed quotes won't cut it; you need real-time data
- You want quant, screeners, and ETF screeners.
- You're newer to investing and want something approachable
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 $12.95/mo
- You want performance attribution and risk metrics.
Start here
TradingView
Free • From $12.95/mo · Web · Mobile · Desktop
- Delayed quotes won't cut it; you need real-time data
- You want quant, screeners, and ETF screeners.
- You're newer to investing and want something approachable
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 TradingView cover a lot of the same ground (3 shared categories, portfolio, watchlist, and data visualizations), so for the basics you won't go far wrong with either. TradingView simply does more: 27 categories to Portfolio Performance's 5, including quant, screeners, and ETF screeners. Portfolio Performance counters by starting cheaper at $2.08/mo.
What readers say
Portfolio Performance
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TradingView
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Key differences at a glance
- Cheaper paid plan
- Portfolio Performance$2.08/mo vs $12.95/mo
- Free trial
- TradingView30 days
- Broader coverage
- TradingView27 vs 5 categories
- Real-time data
- TradingView
- Beginner friendly
- TradingView
- Free plan
- Both
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 TradingView does best
- Charts.
- Screeners.
- Pine Script.
- Alerts.
- Trading.
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 $12.95/mo |
Free tier | Yes | Yes |
Free trial | — | 30 days |
Plan limits | Mobile App (Core): editing: Not supported (read-only as stated on app site) | 52 limits: Basic: charts per tab: 1, Basic: indicators per chart: 2 +50 more |
| Platforms & access | ||
Web app | No | Yes |
Desktop app | Yes | Yes |
Mobile app | Yes | Yes |
API access | No | No |
Broker sync | No | No |
Integrations | Interactive Brokers (Activity Flex Query import), Google Drive (file sync via OS) +2 more | Trading panel brokers (100+ partners), Pine Script +1 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders | Retail Traders, Pro Retail +4 more |
Categories covered | 5 | 27 |
Regions | — | — |
| Data & capabilities | ||
Data quality | 3 signals: Latency: End of Day, Granularity: EOD +1 more | 3 signals: Latency: Streaming, Real-time, 15-min Delayed, and End of Day, Granularity: Tick, Second, Minute, and EOD +1 more |
Data partners | — | 3 partners: ICE Data Services, FactSet +1 more |
Capabilities | 4 signals: Portfolio attribution, Rebalancing +2 more | 8 signals: Custom formulas, Universe builder +6 more |
Security | Encryption at rest | Status page |
| Try it | Visit Portfolio Performance | Visit TradingView |
Standout features
The best features of Portfolio Performance and TradingView.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 TradingView does best
- Charts.
- Screeners.
- Pine Script.
- Alerts.
- Trading.
All details
Every attribute we track for Portfolio Performance and TradingView.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsBondsCryptosCommoditiesOther | StocksETFsCryptosBondsCommoditiesCurrenciesFuturesOptions |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail Traders | Retail TradersPro RetailDay TradersSwing TradersAlgo TradersQuants/Developers |
Coverage details | Identifiers: Ticker and ISIN | Identifiers: Ticker |
| Data | ||
Data freshness | End of Day | StreamingReal-time15-min DelayedEnd of Day |
Data granularity | EOD | TickSecondMinuteEOD |
Data partners | Not specified | ICE Data ServicesFactSetQuartr |
| Access & integrations | ||
Import methods | CSVManual | CSVManual |
Integrations | Interactive Brokers (Activity Flex Query import)Google Drive (file sync via OS)OneDrive (file sync via OS)iCloud (file sync via OS) | Trading panel brokers (100+ partners)Pine ScriptWebhook alerts |
Export formats | CSVJSONXML | CSVExcelImage |
| Plans & trust | ||
Security & compliance | Encryption at rest | Status page |
Capability signals | Portfolio attributionRebalancingMulti-currencyCost basis: FIFO | Custom formulasUniverse builderMulti-leg optionsGreeksIV surfacePortfolio attributionCorrelationYield curves |
Vendor & support | Andreas BuchenCountry: GermanyFounded 2012Support: Email and Forum | TradingView, Inc. |
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)” | Free“Basic”charts per tab: 1 · indicators per chart: 2 · +7 more |
| Entry paid plan | $25/yr≈ $2.08/mo“Premium (Mobile Annual)” | $12.95/mo“Essential”charts per tab: 2 · indicators per chart: 5 · +8 more |
| Tier 2 | $3/mo“Premium (Mobile Monthly)” | $29.95/mo“Plus”charts per tab: 4 · indicators per chart: 10 · +8 more |
| Tier 3 | — | $59.95/mo“Premium”charts per tab: 8 · indicators per chart: 25 · +9 more |
| Top plan | — | $199.95/mo“Ultimate”charts per tab: 16 · indicators per chart: 50 · +10 more |
| Custom / enterprise | — | Contact sales“Enterprise plans” |
| Free trial | — | 30 days |
Questions we keep getting
What's the difference between Portfolio Performance and TradingView?
Portfolio Performance leans toward portfolio, watchlist, and data visualizations, while TradingView puts more weight on data visualizations, quant, and screeners. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
How much do Portfolio Performance and TradingView cost?
Good news: both Portfolio Performance and TradingView 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 TradingView?
TradingView 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 TradingView?
It depends on what you're after. Pick Portfolio Performance if performance attribution and risk metrics matter to you; go with TradingView if you'd rather have quant and screeners. And if you only need the basics both share, let price decide.
What asset classes do Portfolio Performance and TradingView cover?
Both cover stocks, ETFs, bonds, and cryptos. Portfolio Performance also handles mutual funds and other. TradingView adds currencies, futures, and options on top.
Does Portfolio Performance or TradingView have real-time data?
TradingView 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 TradingView?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Is Portfolio Performance or TradingView better for day trading?
TradingView 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.
Which has a better stock screener: Portfolio Performance or TradingView?
TradingView 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 TradingView?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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