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

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Alternatives list

  1. EquityVal icon

    EquityVal

     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)
    EquityVal screenshot 1
     
  2. AssetFolio icon

    AssetFolio

     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 types

    Platforms

    • Mac
    • Windows
    • Linux
    Transaction list
     
  4. I

    Investoscope

     Like

    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
     
  5. Grafioschtrader icon

    Grafioschtrader

     Like

    A web application for the overall performance of multiple portfolios with different financial instruments and currencies.

    Cost / License

    Platforms

    • Self-Hosted
    Grafioschtrader screenshot 1
     
  6. stonky icon

    stonky

     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
    stonky screenshot 1
     
  7. Portfosis icon

    Portfosis

     Like

    Analyse your investment portfolio with AI. Monte Carlo simulations, risk decomposition, stress tests, rebalancing advice, and macro insights - completely free.

    22 Portfosis alternatives

    Cost / License

    • Free
    • Proprietary

    Platforms

    • Online
    Overview page
     
  9. Stock Unlock icon

    Stock Unlock

     Like

    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
    Stock Unlock screenshot 1
     
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