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Portfolio PerformanceWealthica
Free

Free and open source under the Eclipse Public Licence 1.0.

 Freemium

Free to start; the research does not detail paid plans.

Windows, macOS, Linux Android, iOS, Web
  • True time-weighted and internal rate of return, not a simplified percentage
  • Handles several accounts and depots as one portfolio
  • Aggregates accounts from over 20,000 institutions
  • Export to Excel and Google Sheets
  • Eclipse-based, so it is heavy and the interface is unusual
  • The terminology assumes some investing knowledge
  • Requires linking accounts to a hosted service
  • Mobile app is a companion to the web app
Downloadable app Downloadable app, Web application
Open source Closed source
License: EPL-1.0 License not stated
No account needed Account needed
Works offline Needs internet

Checked September 21, 2026

Checked October 1, 2026

Catalog facts only. Anything “not stated” is unconfirmed. Check full listings for details.