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Instead of Portfolio Performance

Portfolio Performance alternatives

Portfolio Performance is a free, open-source desktop application for tracking securities across accounts. It calculates time-weighted and internal-rate-of-return performance, while providing portfolio overviews, charts, historical prices, classifications, allocation, rebalancing, risk analysis, and tax-lot tracking. You can record purchases, sales, taxes, and fees or import statements from banks and brokers. XML storage plus CSV and JSON export keep portfolio data portable. Linux, macOS, Windows, Android, and iOS support cover desktop and mobile viewing.

  1. 1

    Sharesight

    by Sharesight
    Free plan AndroidAPIiPhone+1

    One-portfolio investors needing web and API access — Sharesight adds web and API access but limits users to one portfolio, unlike Portfolio Performance’s desktop file model.

    7.4 Free plan · paid from $7/mo (annual) · 14-day trial Visit site
  2. 2

    Snowball Analytics

    by Snowball Analytics
    Free plan AndroidiPhoneWeb

    Multi-asset investors wanting browser access — Snowball Analytics offers web access and multi-asset-alternative coverage, while Portfolio Performance centers on a desktop application.

    7.2 Free plan · paid from $7.99/user/mo · 14-day trial Visit site
  3. 3

    Stock Rover

    by Stock Rover
    Free plan AndroidiPhoneWeb+1

    Investors seeking web access and Windows support — Stock Rover combines web, mobile, and Windows access with multi-asset coverage, whereas Portfolio Performance emphasizes desktop portfolio recording and imports.

    7.4 Free plan · paid from $29/mo (annual) · 14-day trial Visit site
  4. 4

    Finary

    by Finary
    Free plan AndroidAPIiPhone+2

    Multi-asset investors using macOS and web — Finary provides web access and alternative-asset coverage but does not include Portfolio Performance’s stated risk analysis or tax-lot tracking.

    7.3 Free plan · paid from €149.99/yr · 14-day trial Visit site
  5. 5

    getquin

    by getquin
    Free plan AndroidiPhoneWeb

    Investors wanting web access and alternative assets — getquin adds web access and alternative-asset coverage, while Portfolio Performance offers risk analysis, tax-lot tracking, and desktop data exports.

    7.2 Free plan · paid from €89.99/yr Visit site
  6. 6

    BlackRock Aladdin

    Paid APIWeb

    Investment organizations managing public and private markets — BlackRock Aladdin is an investment-management platform with a whole-portfolio public and private-market view, unlike Portfolio Performance’s personal desktop focus.

    Pricing on request Visit site
  7. 7

    rotki

    by rotki
    Free plan Open source APILinuxMac+3

    Privacy-focused crypto accounting on desktop — rotki is a self-hosted, local-first portfolio and crypto accounting tool with encrypted data and tax reports, unlike Portfolio Performance’s securities-focused workflow.

    8.9 Free plan Visit site
  8. 8

    Exirio

    by Exirio
    Free plan AndroidiPhoneWeb
    7.2 Free plan · paid from $9/mo · 30-day trial Visit site
  9. 9

    Wealthfolio

    Free plan iPhoneLinuxMac+3
    7.2 Free plan · paid from $2.99/user/mo Visit site
  10. 10

    CoinTracking

    by CoinTracking
    Free plan AndroidAPIiPhone+1
    7.1 Free plan · paid from $49/yr · 7-day trial Visit site
  11. 11

    Ghostfolio

    Free plan AndroidSelf-hostedWeb
    6.9 Free plan Visit site
  12. 12

    JStock

    Free plan AndroidLinuxMac+1
    6.9 Free plan Visit site
  13. 13

    PortfolioPilot

    by PortfolioPilot
    Free plan Web
    6.8 Free plan · paid from $20/mo (annual) · 10-day trial Visit site
  14. 14

    Freehold

    Free plan APIWeb
    6.7 Free plan · paid from $29/mo · 14-day trial Visit site
  15. 15

    Portfolio Visualizer

    Free plan Web
    6.6 Free plan · paid from $30/mo (annual) · 14-day trial Visit site
  16. 16

    AlternativeSoft

    by AlternativeSoft
    Free trial APILinuxMac+2
    6.4 Pricing on request Visit site
  17. 17

    TokenPad

    by TokenPad
    Free plan AndroidiPhone
    6.3 Free plan Visit site
  18. 18

    Kubera

    Free trial AndroidiPhoneWeb
    6.2 From $250/yr · 14-day trial Visit site
  19. 19

    Morningstar Investor

    Free trial AndroidiPhoneWeb
    6.2 From $249/yr · 7-day trial Visit site
  20. 20

    CGI Wealth360 Portfolio Management

    Paid AndroidAPIiPhone+1
    6.1 Pricing on request Visit site
  21. 21

    Black Diamond Wealth Solutions

    by Black Diamond Wealth Solutions
    Paid AndroidAPIiPhone+1
    6.1 Pricing on request Visit site
  22. 22

    Addepar

    by Addepar
    Paid AndroidAPIiPhone+1
    6.0 Pricing on request Visit site
  23. 23

    Tamarac

    by Tamarac
    Paid AndroidAPIiPhone+1
    6.0 Pricing on request Visit site
  24. 24

    FundCount

    by FundCount
    Paid AndroidAPIiPhone+5
    6.0 From $14,450/yr Visit site
  25. 25

    Landytech Sesame One

    by Landytech Sesame One
    Paid AndroidAPIiPhone+1
    6.0 Visit site

Its mobile app reads the desktop file but cannot edit portfolio data, uses configured historical feeds rather than latest-price configurations, and supports 36 of 48 desktop dashboard widgets. Larger files and complex calculations may need a more capable phone, and Premium mobile dashboards cost $3 per month or $25 per year. Consider whether you need browser access, broader alternative-asset coverage, multiple portfolios, privacy-focused local accounting, or investment-management workflows. Compare those needs with each alternative’s platforms, pricing, analysis tools, and editing model.

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