Alternatives to Portfolio Performance
Calculates how your investments are actually doing across several accounts, using the measures a professional would use. The listings below can replace it for an important use case. Each note says what changes if you switch.
The original
Portfolio Performance
Calculates how your investments are actually doing across several accounts, using the measures a professional would use.
Replacements
Listings that take over the same core job as Portfolio Performance.
Ghostfolio
A self-hosted wealth dashboard that tracks stocks, ETFs, crypto and cash across platforms and shows what your portfolio is actually made of.
Ghostfolio is a self-hosted web dashboard adding crypto and composition analysis by sector and region, but needs Docker, PostgreSQL and Redis, and has no PDF broker importers.
Rotki
Open-source, local-first portfolio and tax tracker that protects user privacy.
Rotki is a local-first desktop portfolio tracker focused on crypto with tax tracking, offered as freemium open source rather than broker-oriented securities analysis.
KMyMoney
Double-entry personal finance manager from the KDE community.
KMyMoney handles investments inside a double-entry personal finance manager with online price quotes, but lacks dedicated time-weighted and internal rate of return analysis.
Wealthfolio
An open-source, local-first app for tracking investments, net worth, spending and retirement plans.
Wealthfolio is a free AGPL-3.0 local-first app that also covers net worth, budgets and a FIRE planner, with imports relying largely on CSV statements.
Sharesight
An online stock portfolio tracker that reports performance, dividends and investment tax figures.
Sharesight is a hosted freemium tracker with broker integrations and dividend and tax reporting, but its free plan is limited to 10 holdings and your data is online.
Snowball Analytics
An online portfolio tracker for stocks, ETFs and funds with a focus on dividend income.
Snowball Analytics is a hosted tracker with automatic connections to over 1,000 brokers and dividend tools on web and mobile, with full features on a paid plan.
Kubera
A hosted net worth tracker for stocks, crypto, property, debts and other assets in any currency.
Kubera is a paid hosted net worth tracker covering stocks, crypto, property and other assets in any currency, rather than detailed return calculations.
Also worth comparing
These listings name Portfolio Performance as their own alternative, so the relationship runs both ways.
getquin
A web platform for tracking net worth, investment portfolios and dividend income across accounts.
Portfolio Performance is free EPL-1.0 desktop software calculating time-weighted and internal rates of return from a local file, using PDF importers instead of broker connections.
Parqet
A portfolio tracker that visualises the performance of stocks, ETFs and crypto, including dividends.
Portfolio Performance is a free open-source desktop app for Windows, macOS and Linux that keeps data in a local file, with no account and no mobile app.
Similar software
Related functionality, not a direct replacement.
Firefly III
A self-hosted personal finance manager with budgets, categories, rules and a lot of reports.
Actual Budget
Envelope budgeting that keeps your data on your own device and syncs between machines without a company in the middle.
GnuCash
Double-entry accounting for personal and small-business finances.
Money Manager Ex
A straightforward personal finance program for accounts, budgets and spending history, storing everything in an encrypted local SQLite file.
hledger
Plain text accounting: double-entry bookkeeping in a text file you own, with command-line, terminal and web interfaces.
CoinStats
A crypto portfolio tracker that combines wallets and exchanges across many blockchains in one view.
