Portfolio Performance vs Yahoo Finance comparison

Portfolio Performance focuses on Portfolio, Watchlist, and Data Visualizations while Yahoo Finance specializes in News, Alerts, and Calendar. They overlap in 3 categories, so choose based on your preferred workflow and pricing.

Good news—both Portfolio Performance and Yahoo Finance offer free plans. You can try each platform without commitment and only pay when you need premium features.

Yahoo Finance is more beginner-friendly with an approachable interface. Both can work for intermediate users.

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 Yahoo Finance if Global exchange coverage with explicit exchange suffixes, delay tables, and data-provider attributions (e.g., ICE Data Services; CoinMarketCap for crypto)., and Portfolios + watchlists to track holdings/performance; supports importing holdings via CSV. better fits how you invest.

Both cover Stocks, ETFs, Mutual Funds, Cryptos, and Commodities. Portfolio Performance also includes Bonds, and Other. Yahoo Finance adds coverage for Options, Futures, and Currencies.

Yahoo Finance 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.

Both platforms let you export data to spreadsheets (CSV). This is useful for custom analysis or record-keeping.

Portfolio Performance connects with brokers for portfolio syncing. Yahoo Finance requires manual portfolio entry or data import.

Yahoo Finance includes a stock screener for finding investment ideas. Portfolio Performance focuses on other analytical tools.

Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.