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, Foliofox, Ghostfolio and MyFinanceTools.

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Alternatives list

  1. A free portfolio tracker that shows all your investments — stocks, ETFs, crypto, real estate and cash — across multiple portfolios and 30+ currencies in one simple dashboard.

    Cost / License

    • Free
    • Proprietary

    Platforms

    • Online
    • Software as a Service (SaaS)
     
  2. 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
     
  3. 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)
     
  4. pfolio.io icon
     Like

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

    Cost / License

    • Paid
    • Proprietary

    Platforms

    • Online
     
  5. astt icon
     Like

    Assets Tracker is a free and open-source app for tracking your net worth and investments in one place.

    Cost / License

    • Free
    • Open Source (MIT)

    Application type

    Platforms

    • Self-Hosted
    • Docker
     
  6. 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)
     
  7. AssetFolio icon
     2 likes

    An minimalist all-in-one asset tracker and watchlist portfolio application written in C++. This application keeps your asset data private. It can tracks all of your asset from stocks, funds, property, cryptocurrencies, gold, and other physical asset.

    Cost / License

    • Free
    • Open Source

    Platforms

    • Mac
    • Windows
    • Linux
     
  8. Investoscope is a portfolio tracker for the individual investor built exclusively for Mac OS X. With a compelling and intuitive one window user interface, Investoscope lets you monitor the performance of your investments in stocks, bonds, mutual funds and other securities.

    Cost / License

    • Paid
    • Proprietary

    Application type

    Alerts

    • Discontinued

    Platforms

    • Mac
     
  9. A web application for the overall performance of multiple portfolios with different financial instruments and currencies.

    Cost / License

    Platforms

    • Self-Hosted
     
  10. stonky icon
     Like

    stonky is a simple command line dashboard for monitoring stocks. It pulls live data from Yahoo! Finance so anything it can support, e.g. international exchanges, crypocurrencies, etc., stonky can too.

    Cost / License

    • Free
    • Open Source

    Platforms

    • Mac
    • Windows
    • Linux
     
  11. Portfosis icon
     Like

    Analyse your investment portfolio with AI. Monte Carlo simulations, risk decomposition, stress tests, rebalancing advice, and macro insights - completely free.

    Cost / License

    • Free
    • Proprietary

    Platforms

    • Online
     
  12. Stock Unlock analyzes and scores over 170,000 global stocks & ETFs so you can save time and find better investments.

    Cost / License

    • Freemium
    • Proprietary

    Application type

    Platforms

    • Online
     
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