Portfolio Performance is ranked #3 of 81 in portfolio management software on Freedom251, made by Portfolio Performance (Mannheim, Germany). It runs on Android, iOS, Linux, macOS, Windows. There is a free plan. A free trial is offered. Paid plans start at $2.08/mo.
Portfolio Performance plans and pricing
All plansPremium (Monthly) $3/mo Automatically renews unless canceled at least 24 hours before the current period ends Optional mobile subscription; unlocks dashboards apps.apple.com · 4 Oct 2026
Premium (Yearly) $25/yr Automatically renews unless canceled at least 24 hours before the current period ends Optional mobile subscription; unlocks dashboards apps.apple.com · 4 Oct 2026
Compared on portfolio management software
- Free plan
- Yes
- Asset class coverage
- multi_asset
- Performance reporting
- Yes
- Allocation analysis
- Yes
- Risk analysis
- Yes
- Tax-lot tracking
- Yes
