Tool Comparison
Portfolio Performance vs Zenvesto
- 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 $7.49/mo
- You do a lot of your research from your phone
- You want performance attribution.
- Paid from
- $7.49/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- Delayed quotes won't cut it; you need real-time data
- You want backtesting, news, and calendar.
- 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 $7.49/mo
- You do a lot of your research from your phone
Start here
Zenvesto
Free • From $89.88/yr · Web
- Delayed quotes won't cut it; you need real-time data
- You want backtesting, news, and calendar.
- 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 Zenvesto cover a lot of the same ground (4 shared categories, including portfolio, watchlist, and data visualizations), so for the basics you won't go far wrong with either. Zenvesto simply does more: 13 categories to Portfolio Performance's 5, including backtesting, news, and calendar. Portfolio Performance counters by starting cheaper at $2.08/mo.
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Key differences at a glance
- Cheaper paid plan
- Portfolio Performance$2.08/mo vs $7.49/mo
- Broader coverage
- Zenvesto13 vs 5 categories
- Mobile app
- Portfolio Performance
- Desktop app
- Portfolio Performance
- Real-time data
- Zenvesto
- Asset coverage
- Portfolio PerformanceAdds mutual funds and bonds
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 Zenvesto does best
- Tracking stocks, ETFs, crypto, cash, and benchmarks in a web dashboard with holdings, performance, dividends, news, analyst context, allocation, and top gainers or losers.
- Verified NYSE and Nasdaq coverage for U.S. stocks while treating broader global-exchange marketing claims conservatively.
- Metrics for performance with MWR, TWR, simple return, monthly performance breakdowns, portfolio analysis, and portfolio performance reports.
- Comparison tools for portfolios against major benchmarks such as S&P, Nasdaq, and Dow.
- Portfolio Health Score, risk views, sector allocation, asset allocation, key analysis, and rebalancing alerts where plan access allows.
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 $89.88/yr |
Free tier | Yes | Yes |
Free trial | — | — |
Plan limits | Mobile App (Core): editing: Not supported (read-only as stated on app site) | 42 limits: Free: portfolios: 1, Free: holdings per portfolio: 5 +40 more |
| Platforms & access | ||
Web app | No | Yes |
Desktop app | Yes | No |
Mobile app | Yes | No |
API access | No | No |
Broker sync | No | No |
Integrations | Interactive Brokers (Activity Flex Query import), Google Drive (file sync via OS) +2 more | Google Sign-In |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate |
Best for | Retail Traders | Retail Traders, Pro Retail +5 more |
Categories covered | 5 | 13 |
Regions | — | North America |
| Data & capabilities | ||
Data quality | 3 signals: Latency: End of Day, Granularity: EOD +1 more | Latency: Real-time and 15-min Delayed |
Capabilities | 4 signals: Portfolio attribution, Rebalancing +2 more | 4 signals: Performance attribution, Portfolio attribution +2 more |
Security | Encryption at rest | Encryption at rest and Encryption in transit |
| Try it | Visit Portfolio Performance | Visit Zenvesto |
Standout features
The best features of Portfolio Performance and Zenvesto.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 Zenvesto does best
- Tracking stocks, ETFs, crypto, cash, and benchmarks in a web dashboard with holdings, performance, dividends, news, analyst context, allocation, and top gainers or losers.
- Verified NYSE and Nasdaq coverage for U.S. stocks while treating broader global-exchange marketing claims conservatively.
- Metrics for performance with MWR, TWR, simple return, monthly performance breakdowns, portfolio analysis, and portfolio performance reports.
- Comparison tools for portfolios against major benchmarks such as S&P, Nasdaq, and Dow.
- Portfolio Health Score, risk views, sector allocation, asset allocation, key analysis, and rebalancing alerts where plan access allows.
All details
Every attribute we track for Portfolio Performance and Zenvesto.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsBondsCryptosCommoditiesOther | StocksETFsCryptosOther |
Experience | IntermediateAdvanced | BeginnerIntermediate |
Target audience | Retail Traders | Retail TradersPro RetailLong-term InvestorsIndex/Passive InvestorsDividend InvestorsSwing TradersStudents/Researchers |
Regions | Not specified | North America |
Coverage details | Identifiers: Ticker and ISIN | Countries: USExchanges: NYSE and NASDAQIdentifiers: Ticker |
| Data | ||
Data freshness | End of Day | Real-time15-min Delayed |
Data granularity | EOD | Not specified |
| 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) | Google Sign-In |
Export formats | CSVJSONXML | Not specified |
| Plans & trust | ||
Security & compliance | Encryption at rest | Encryption at restEncryption in transit |
Capability signals | Portfolio attributionRebalancingMulti-currencyCost basis: FIFO | Performance attributionPortfolio attributionRebalancingAI summaries: News |
Vendor & support | Andreas BuchenCountry: GermanyFounded 2012Support: Email and Forum | ZenvestoCountry: CanadaFounded 2024Support: Email |
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)” | Freeportfolios: 1 · holdings per portfolio: 5 · +4 more |
| Entry paid plan | $25/yr≈ $2.08/mo“Premium (Mobile Annual)” | $89.88/yr≈ $7.49/mo“Plus Annual”portfolios: 2 · holdings per portfolio: 25 · +4 more |
| Tier 2 | $3/mo“Premium (Mobile Monthly)” | $8.99/mo“Plus Monthly”portfolios: 2 · holdings per portfolio: 25 · +4 more |
| Tier 3 | — | $149.88/yr≈ $12.49/mo“Investor Annual”portfolios: 5 · holdings per portfolio: 50 · +4 more |
| Tier 4 | — | $14.99/mo“Investor Monthly”portfolios: 5 · holdings per portfolio: 50 · +4 more |
| Tier 5 | — | $249.84/yr≈ $20.82/mo“Expert Annual”portfolios: Unlimited · holdings per portfolio: Unlimited · +4 more |
| Top plan | — | $24.99/mo“Expert Monthly”portfolios: Unlimited · holdings per portfolio: Unlimited · +4 more |
Questions we keep getting
What's the difference between Portfolio Performance and Zenvesto?
Portfolio Performance leans toward portfolio, watchlist, and data visualizations, while Zenvesto puts more weight on portfolio, watchlist, and data visualizations. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
How much do Portfolio Performance and Zenvesto cost?
Good news: both Portfolio Performance and Zenvesto 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 Zenvesto?
Zenvesto is the friendlier place to start; its interface takes less getting used to. Portfolio Performance assumes more experience, and rewards it with deeper analytics.
Can I use Portfolio Performance or Zenvesto on my phone?
Portfolio Performance lists a dedicated mobile app, so it travels better. Zenvesto doesn't list a dedicated mobile app; its documented access is web.
Should I choose Portfolio Performance or Zenvesto?
It depends on what you're after. Pick Portfolio Performance if performance attribution matter to you; go with Zenvesto if you'd rather have backtesting and news. And if you only need the basics both share, let price decide.
What asset classes do Portfolio Performance and Zenvesto cover?
Both cover stocks, ETFs, cryptos, and other. Portfolio Performance also handles mutual funds, bonds, and commodities.
Does Portfolio Performance or Zenvesto have real-time data?
Zenvesto 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 Zenvesto?
Portfolio Performance exports to CSV. Zenvesto is stingier about getting data out.
Can I track my portfolio with Portfolio Performance or Zenvesto?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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