★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: Wealthfolio checked July 22, 2026
Tool Comparison
Portfolio Performance vs Wealthfolio
Pick Portfolio Performance instead if
Portfolio Performance
Free • Paid plans available · Desktop · Mobile
- You care about watchlist, something Wealthfolio doesn't offer
Start here
Wealthfolio
Free • From $3.99/mo · Desktop · Mobile · Web
- You care about monte carlo, retirement calculator, and broker connectors, things Portfolio Performance doesn't offer
- You're newer to investing and want something approachable
- You're a long-term investor who cares more about fundamentals than headlines
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 Wealthfolio cover a lot of the same ground (4 shared categories, including portfolio, data visualizations, and performance attribution), so for the basics you won't go far wrong with either. Wealthfolio simply does more: 8 categories to Portfolio Performance's 5, including monte carlo, retirement calculator, and broker connectors. Portfolio Performance counters by being completely free.
What readers say
Portfolio Performance
Vote once to reveal the community verdict.
Wealthfolio
Vote once to reveal the community verdict.
Key differences at a glance
- Broker sync
- Wealthfolio
- Broader coverage
- Wealthfolio8 vs 5 categories
- Beginner friendly
- Wealthfolio
- Free plan
- Both
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 | Free • From $3.99/mo |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | Mobile App (Core): editing: Not supported (read-only as stated on app site) | 6 limits: Core app: broker sync: Not included, Core app: device sync: Not included +4 more |
| Platforms & access | ||
Web app | No | Yes |
Desktop app | Yes | Yes |
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 | SnapTrade and Docker |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders | Retail Traders, Pro Retail +3 more |
Categories covered | 5 | 8 |
Regions | — | — |
| Data & capabilities | ||
Data quality | 3 signals: Latency: End of Day, Granularity: EOD +1 more | Pricing: Vendor and Manual and Multi-currency |
Data partners | — | SnapTrade |
Capabilities | 4 signals: Portfolio attribution, Rebalancing +2 more | 7 signals: Performance attribution, Monte Carlo +5 more |
Security | Encryption at rest | — |
| Try it | Visit Portfolio Performance | Visit Wealthfolio |
Where each one shines
What Portfolio Performance and Wealthfolio each do best.ShowHide
Where each one shines
What Portfolio Performance and Wealthfolio 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 Wealthfolio does best
- Track investments across accounts with holdings, activities, income, allocation, benchmarks, true time-weighted returns, money-weighted returns, and multi-currency support.
- Keep net-worth assets and liabilities, spending, budgets, savings goals, contribution limits, and portfolio planning in the same local-first application.
- Model retirement and FIRE goals with year-by-year projections, Monte Carlo simulations, stress tests, and sensitivity analysis.
- Run the AGPL-3.0 application on macOS, Windows, Linux, or native iOS, or deploy the web edition on infrastructure you control with Docker.
- Use manual entry and CSV import for free without a Wealthfolio account or subscription.
Every detail we compared
Every tracked attribute for Portfolio Performance and Wealthfolio, side by side.ShowHide
Every detail we compared
Every tracked attribute for Portfolio Performance and Wealthfolio, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsBondsCryptosCommoditiesOther | StocksETFsMutual FundsBondsCurrenciesCryptosReal EstateOther |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail Traders | Retail TradersPro RetailLong-term InvestorsDividend InvestorsIndex/Passive Investors |
Coverage details | Identifiers: Ticker and ISIN | Identifiers: Ticker and ISIN |
| Data | ||
Data freshness | End of Day | Not specified |
Data granularity | EOD | Not specified |
Pricing sources | Not specified | VendorManual |
Data partners | Not specified | SnapTrade |
| 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) | SnapTradeDocker |
Export formats | CSVJSONXML | CSVJSON |
| Plans & trust | ||
Security & compliance | Encryption at rest | Not specified |
Capability signals | Portfolio attributionRebalancingMulti-currencyCost basis: FIFO | Performance attributionMonte CarloBroker syncPortfolio attributionRebalancingMulti-currencyCost basis: FIFO |
Vendor & support | Andreas BuchenCountry: GermanyFounded 2012Support: Email and Forum | Teymz Inc.Country: CanadaSupport: Email and Forum |
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)” | Free“Core app”broker sync: Not included · device sync: Not included |
| Entry paid plan | Subscription“Premium (Mobile)” | $3.99/mo“Connect Basic”devices: 3 · institution connections: 0 |
| Tier 2 | — | $7.99/mo“Connect Essentials”institution connections: 5 |
| Top plan | — | $12.99/mo“Connect Duo”institution connections: 12 |
Questions we keep getting
What's the difference between Portfolio Performance and Wealthfolio?
Portfolio Performance leans toward portfolio, watchlist, and data visualizations, while Wealthfolio puts more weight on portfolio, data visualizations, and performance attribution. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
How much do Portfolio Performance and Wealthfolio cost?
Good news: both Portfolio Performance and Wealthfolio 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 Wealthfolio?
Wealthfolio 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 Wealthfolio?
It depends on what you're after. Pick Portfolio Performance if watchlist matter to you; go with Wealthfolio if you'd rather have monte carlo and retirement calculator. And if you only need the basics both share, let price decide.
What asset classes do Portfolio Performance and Wealthfolio cover?
Both cover stocks, ETFs, mutual funds, and bonds. Portfolio Performance also handles commodities. Wealthfolio adds currencies and real estate on top.
Can I export data from Portfolio Performance and Wealthfolio?
Yes, both export to spreadsheets (CSV), which is handy if you like running your own numbers.
Can Portfolio Performance or Wealthfolio connect to my broker?
Wealthfolio syncs with brokers automatically. With Portfolio Performance, you're entering holdings by hand or importing files.
Can I track my portfolio with Portfolio Performance or Wealthfolio?
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.