Portfolio Performance Alternatives

Apps similar to Portfolio Performance include Wealthfolio, which is free and open source. Other options are Foliofox, CryptoJournal.Wpf, Ghostfolio and MyFinanceTools. Personal Finance Tools like Portfolio Performance are a crowded field, with more than 25 alternatives for the web, Mac, Windows, Linux and Android.

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Alternatives
Portfolio Performance alternatives page was last updated

Alternatives list

  1. 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
    Good alternative?
     
  2. 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

    Application type

    Platforms

    • Mac
    • Windows
    Good alternative?
     
  3. 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)
    Good alternative?
     
  4. Folify icon
     1 like

    Folify is a portfolio allocation and rebalancing service for self-directed investors. Holdings from multiple accounts, markets, and asset classes can be organized in one place, including instruments that do not fit broker-specific trackers.

    Cost / License

    • Paid
    • Proprietary

    Application type

    Platforms

    • Online
    • Software as a Service (SaaS)
    Good alternative?
     
  5. 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

    Application type

    Platforms

    • Android
    • Android Tablet
    Good alternative?
     
  6. 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

    Application type

    Platforms

    • Online
    • Software as a Service (SaaS)
    Good alternative?
     
  7. Weekly Stage Analysis scores more than 1,900 stocks across major US indexes, plus 11 sectors, 22 industries, cryptocurrencies, and macro ETFs. Eight weekly checks determine four price-cycle Stages, with market health, breadth, heatmaps, screeners, scans, charts, and watchlists.

    Cost / License

    • Freemium
    • Proprietary

    Platforms

    • Online
    Good alternative?
     
  8. pfolio.io icon
     Like

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

    Cost / License

    • Paid
    • Proprietary

    Application type

    Platforms

    • Online
    Good alternative?
     
  9. Turbobulls encrypts your transactions on your device, with AES-256, before they are sent. What reaches the server is ciphertext, so your holdings, amounts and balances are not readable by us. That is a property of the architecture, not a policy we promise to keep.

    Cost / License

    • Freemium
    • Proprietary

    Application type

    Platforms

    • Online
    • Software as a Service (SaaS)
    Good alternative?
     
  10. Scani icon
     Like

    Self-hosted portfolio tracker that consolidates banks, brokerages, exchanges and on-chain wallets into one real-time view.

    Cost / License

    • Freemium
    • Open Source (MIT)

    Application type

    Platforms

    • Online
    • Self-Hosted
    • Software as a Service (SaaS)
    Good alternative?
     
  11. 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
    Good alternative?
     
  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)
    Good alternative?
     
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