Side by side

Fund Manager vs Portfolio Performance

Both stand on stock portfolio management. Which one you can start free with, which one lets you read the code, and what each costs once you pay.

Fund Manager

Free trial WebWindows

Fund Manager combines portfolio records, analysis, tax-lot handling, and advisor workflows. The plan limits and paid model matter when choosing capacity for each portfolio.

Visit Fund Manager

Portfolio Performance combines transaction tracking with portfolio analysis and multiple return calculations. The free desktop application is the editing option; mobile is for viewing and analysis, with paid optional subscriptions for mobile features.

Visit Portfolio Performance

The facts

	Fund Manager	Portfolio Performance
Free plan	A free trial	Yes
Open source	Not published	Not published
Runs on	Web, Windows	Android, iPhone, Linux, Mac, Windows
Lowest paid plan	Personal: $139, paid once	Premium (Yearly): $25 a year
Plans published	3	3
Maker	Fund Manager	Portfolio Performance
Website	fundmanagersoftware.com	portfolio-performance.info
On stock portfolio management	#8 of 14	#4 of 14

Fund Manager: what it does well

Supports multiple asset classes
Performance, allocation, and risk analysis
Tax-lot accounting choices
Advisor client-management features
60-use evaluation version

What to know first

No free plan
Portfolio investment limits vary by plan
Windows download listed

Portfolio Performance: what it does well

Free desktop application.
Calculates time-weighted and internal-rate-of-return performance.
Imports statements from online banks and brokers.
Exports portfolio data as CSV or JSON.
Supports allocation, risk, and tax-lot analysis.

What to know first

Mobile app cannot edit portfolio data.
Mobile app supports 36 of 48 desktop dashboard widgets.
Mobile app does not use latest-price configurations.
Complex calculations or large files may need a more powerful device.

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