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 10 alternatives to Portfolio Performance for a variety of platforms, including Mac, Windows, Linux, Web-based and Android apps. The best Portfolio Performance alternative is Wealthfolio, which is both free and Open Source. Other great apps like Portfolio Performance are FINARKY, Ghostfolio, JStock and Capitally.

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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
     
  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
     
  3. Chart Geany icon
     1 like

    Chart Geany is a cross platform software solution for market technical analysis and charting. Novice and experienced investors will find a fast and easy tool to analyze stocks and other financial instruments on their desktop, and take the right decisions.

    Cost / License

    • Free
    • Open Source

    Alerts

    • Discontinued

    Platforms

    • Mac
    • Windows
    • Linux
     
  4. 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
     
  5. 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)
     
  6. 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

    Application type

    Platforms

    • Mac
    • Windows
    • Linux
     
  7. 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
     
  8. A web application for the overall performance of multiple portfolios with different financial instruments and currencies.

    Cost / License

    Platforms

    • Self-Hosted
     
  9. 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
     
  10. 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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