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Wealthica vs Portfolio Performance: catalog facts
WealthicaPortfolio Performance
Freemium

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

Free

Free and open source under the Eclipse Public Licence 1.0.

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

Checked October 1, 2026

Checked September 21, 2026

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