Portfolio Performance Alternatives

Portfolio Performance is described as 'Open source program that calculates the performance of an overall portfolio - across multiple accounts and accounts - using true-time weighted rate of return and internal rate of return' and is a personal finance tool in the business & commerce category. There are more than 25 alternatives to Portfolio Performance for a variety of platforms, including Web-based, Mac, Windows, SaaS and Linux apps. The best Portfolio Performance alternative is Wealthfolio, which is both free and Open Source. Other great apps like Portfolio Performance are CryptoJournal.Wpf, Ghostfolio, MyFinanceTools and FINARKY.

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Alternatives list

  1. 22 Dividends icon
     1 like

    The 22 Dividends app is a stock portfolio tracker dedicated to dividend investors.

    Cost / License

    • Free
    • Proprietary

    Application type

    Platforms

    • Android
    • iPhone
     
  2. justETF icon
     2 likes

    In addition to a professional ETF screener, it offers numerous model portfolios, a strategy builder, investment guides, ETF education articles and an online portfolio management tool for ETF portfolios.

    Cost / License

    • Freemium
    • Proprietary

    Platforms

    • Online
     
  3. MotiveWave icon
     1 like

    MotiveWave's Trading Software is broker-neutral and equips active and professional traders with a leading edge trading platform for analysis of stocks, equities, futures and forex.

    Cost / License

    • Paid
    • Proprietary

    Platforms

    • Mac
    • Windows
    • Linux
     
  4. Track your investment portfolios and monitor the stock market with our easy to use software, including stock charts and free quotes. Track your actual portfolios or create virtual portfolios. Enter dividends and view Total Return. Compare portfolio performance.

    Cost / License

    • Paid
    • Proprietary

    Platforms

    • Mac
    • Windows
    • Linux
     
  5. TrackEdge icon
     1 like

    Trading journal, portfolio tracker and budget planner for retail investors. Trades automatically sync to your monthly budget.

    Cost / License

    • Freemium
    • Proprietary

    Platforms

    • Online
    • Software as a Service (SaaS)
     
  6. Ryban icon
     1 like

    Ryban is your complete wealth and portfolio tracker — beautiful, fast, and private. Track investments, monitor net worth, and plan retirement with Monte Carlo projections. All analytics run locally on your iPhone; only currency rates update when online.

    Cost / License

    • Freemium
    • Proprietary

    Application type

    Platforms

    • iPhone
    • iPad
     
  7. InvMon icon
     1 like

    InvMon is a personal finance software that provides a secure, locally-installed platform for tracking portfolios, accounts and any other investments with free market data and advanced rebalancing tools.

    Cost / License

    • Freemium
    • Proprietary

    Platforms

    • Mac
    • Windows
     
  8. Chart Geany icon
     1 like

    Chart Geany is a cross platform software solution for market technical analysis and charting. Novice and experienced investors will find a fast and easy tool to analyze stocks and other financial instruments on their desktop, and take the right decisions.

    Cost / License

    • Free
    • Open Source

    Alerts

    • Discontinued

    Platforms

    • Mac
    • Windows
    • Linux
     
  9. Statmetrics is an all-in-one mobile app for portfolio analytics and investment research. Access global markets & news, perform technical analysis, construct & backtest multi-asset portfolios, analyze fundamental & quantitative asset characteristics.

    Cost / License

    • Free
    • Proprietary

    Platforms

    • Android
    • Android Tablet
     
  10. VestArta icon
     Like

    VestArta tracks money-weighted returns to spot laggards, forecasts dividend growth with a monthly payout calendar, and uses a projection engine to see if your thesis (Bear/Base/Bull) is actually playing out.

    Cost / License

    • Freemium
    • Proprietary

    Platforms

    • Online
    • Software as a Service (SaaS)
     
  11. pfolio.io icon
     Like

    Portfolio optimisation and asset allocation tools for self-directed investors.

    Cost / License

    • Paid
    • Proprietary

    Platforms

    • Online
     
  12. EquityVal icon
     Like

    Create, save, and share valuation models for any public company to inform your next investment decision.

    Cost / License

    • Freemium
    • Proprietary

    Platforms

    • Online
    • Software as a Service (SaaS)
     
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