Looking for Portfolio Performance alternatives?
Best Portfolio Performance Alternatives in 2026
People choose Portfolio Performance for return math they can trust: true time-weighted return and IRR across every securities and deposit account. AllInvestView calculates both, across accounts and currencies, on the web and in native iOS and Android apps. Broker sync, an assistant that corrects records and a German filing pack with the Vorabpauschale come on top.
About Portfolio Performance
Portfolio Performance is a free, open-source desktop app for tracking investments and analyzing portfolio returns.
Who it suits: Detail-oriented German and European investors who want free, powerful desktop software with full control.
The alternatives
AllInvestView
Best for: Investors who want their income, returns and tax reports together
Track dividend payments and forecasts alongside your whole portfolio. Review returns for any period, revisit past holdings and prepare capital gains reports.
Sharesight
Best for: Investors who want dividend records and tax reports for Australia, Canada or New Zealand
Sharesight is a New Zealand and Australian portfolio tracker built around dividend tracking and tax reports, with a capital gains report for Australian and Canadian tax residents, covering listed shares, ETFs and funds.
Snowball Analytics
Best for: Dividend investors who follow payment dates, income forecasts and dividend quality across several accounts
Snowball Analytics is a dividend-focused portfolio tracker that consolidates stocks, ETFs, funds and crypto from multiple brokers, with a dividend calendar, payout forecasting and a 13-factor Dividend Rating as its signature features.
Navexa
Best for: Australian investors seeking performance analytics and dividend income tracking
Navexa is a portfolio tracker with detailed performance analytics and income reporting, dividends included.
Wealthica
Best for: Canadian investors who want to aggregate all their financial accounts in one dashboard
Wealthica is a Canadian portfolio aggregator that provides insights by tracking all your investments, bank accounts, and cryptocurrency in one place.
Getquin
Best for: European retail investors who enjoy community-driven investing and portfolio sharing
getquin is a Berlin-built portfolio and net worth tracker with a social layer at its center: public profiles, a community ideas feed, and bank and broker connections on the free tier.
Ghostfolio
Best for: Privacy-conscious, technically skilled investors who prefer self-hosted open-source solutions
Ghostfolio is an open source, AGPLv3 wealth management app for stocks, ETFs and crypto, run either on your own server or on the maintainers' hosted service.
| Platform | Key Features | Pricing |
|---|---|---|
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Portfolio Performance
|
Free, open-source desktop app, Powerful analytical features, Highly customizable | Desktop free; mobile Premium $3/month or $25/year |
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AllInvestView
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Real-time portfolio tracking, AI-powered insights, Tax optimization & reporting, Fixed income tracking, Options pricing & analytics, Dividend tracker & forecasting, Broker sync integration, Multi-currency support, Community-driven development | Free plan available, plans from $6.99/month (Lifetime deal available) |
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Sharesight
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Capital gains reports for Australia and Canada, FIF reports for New Zealand, Automatic dividend and DRP tracking, 200+ broker connections | Free plan with 10 holdings; paid plans from $9.33/month, unlimited holdings from $24/month |
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Snowball Analytics
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Dividend calendar, ex-dates and forecasting, Dividend Rating on 13 fundamentals, Automatic broker sync across more than 1,000 institutions, Fund X-Ray on Analytics since July 2025 | Free tier (1 portfolio, 10 holdings); paid plans billed yearly from $79.99/yr, up to $249.99/yr |
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Extensive dividend and tax tracking, Cryptocurrency support, Customizable reports | No free plan; 14-day trial, then from 240 AUD/year in Australia or 90 USD/year globally |
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Wealthica
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Connects to Canadian banks and brokerages, Daily sync of balances and holdings, Supports cryptocurrency | No free plan; 14-day trial, then from $50/year ($6.25/month) |
Asset and reporting coverage. ✓ = full native support · ● = partial or manual · × = not supported.
| Tool | Stocks / ETFs | Bonds | Options | Crypto | Custom assets | Dividend tracking | Multi-currency | Broker sync | CGT reports | Free tier | Mobile app | Advisor features |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| AllInvestView | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ |
| Portfolio Performance | ✓ | ● | × | ✓ | ● | ✓ | ✓ | ● | ● | ✓ | ✓ | × |
| Getquin | ✓ | ● | × | ✓ | ● | ✓ | ✓ | ✓ | × | ✓ | ✓ | × |
| Ghostfolio | ✓ | ● | × | ✓ | ✓ | ✓ | ✓ | ● | ● | ✓ | ● | × |
| Navexa | ✓ | ● | × | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | × | ✓ | ✓ |
| Sharesight | ✓ | ● | × | ✓ | ● | ✓ | ✓ | ✓ | ✓ | ✓ | ✓ | ● |
| Snowball Analytics | ✓ | ● | ● | ● | ● | ✓ | ✓ | ✓ | ● | ✓ | ✓ | × |
Our pick, and why
#1 Portfolio Performance Alternative
AllInvestView
Portfolio tracking, analysis and tax reports
Keep the time-weighted and money-weighted figures you rely on, without carrying a data file between computer and phone. AllInvestView updates prices for you, syncs supported brokers and lets the assistant check a statement against your bookings and correct the rows that disagree. Your Anlage KAP figures, bond yields and option Greeks live in the same account.
Our take: AllInvestView reports time-weighted returns and IRR, and adds direct broker sync, German filing figures and an assistant that fixes your records.
Where that shows up against Portfolio Performance
Time-weighted and money-weighted, side by side
AllInvestView reports the same two returns as Portfolio Performance. Growth Rate (IRR) uses dated cash flows to measure your money-weighted return. CAGR (TWR) links period returns geometrically so the timing of your contributions drops out, and time-weighted multiples put your portfolio next to your benchmark.
Pick any two dates and the dashboard measures returns between them, with dividends and fees counted in Growth Rate (IRR). Holdings in euros, dollars or francs are converted into your display currency, and separate accounts can be combined into one portfolio with its own IRR.
AllInvestView
Your portfolio away from the desk, with an assistant that fixes it
Portfolio Performance keeps your portfolio in a file on your computer, and its phone app reads that file through your cloud storage. AllInvestView is one account that opens in any browser and in native apps for iOS and Android. Prices update on their own, and on paid plans supported brokers such as Interactive Brokers and Trading 212 stay synced.
Free accounts get the assistant too. It reads CSV and Excel files, PDF statements and photos of a statement, then compares a broker file with what you have booked and sorts every row into matched, file only, record only or mismatched. Missing trades go into a preview you confirm, and a wrong price or quantity is corrected with an undo if you change your mind.
Portfolio X-Ray opens your ETFs and adds their underlying companies to the shares you hold directly. The dividend calendar places upcoming payments on their pay dates, next to a record of gross, withheld and net income.
AllInvestView
German fund tax, bonds and options in one account
Spring brings Anlage KAP and Anlage KAP-INV. The German filing pack on paid plans calculates the Vorabpauschale for each fund lot from the official Basiszins and applies the partial exemption for equity, mixed and real estate funds. It fills KAP-INV line 9 and line 14 next to share gains, share losses, the saver's allowance used and church tax. Disposals follow FIFO per securities account, and the sheet exports to PDF, Excel or CSV.
Euro, dollar and sterling bonds get a theoretical price off the matching government curve, and each one shows its yield to maturity, duration and accrued interest. Options carry Greeks and their own dashboard. Capital gains rule sets cover 17 countries, from Germany and Switzerland to the United States.
AllInvestView
Free plan, no credit card. Starter at $6.99/month, or own it once with the lifetime deal.
Create a free accountMove your history
Your Portfolio Performance file already holds years of purchases, sales, dividends and fees. AllInvestView uses that history to calculate returns and cost basis.
- The assistant reads Portfolio Performance CSV exports and prepares the trades for review.
- Magic Import reads broker exports in their own layout, including Trade Republic and DEGIRO files, and lists every parsed trade for review before saving.
- PDF contract notes and statements go to the assistant, which turns them into a preview you confirm. Supported brokers can stay connected for new activity.
AllInvestView
When a figure looks wrong, send support the statement or broker export behind it. One thread holds your messages, your files and the team's replies, and the person answering can check how the file was read. Trustpilot rates AllInvestView 4.5 out of 5.
See how support worksQuestions people ask about Portfolio Performance
Is Portfolio Performance really better for German investors?
Portfolio Performance has strong German community support. AllInvestView has a German filing pack that works out the Vorabpauschale on your funds and prepares the Anlage KAP and KAP-INV figures.
Can I access AllInvestView on mobile?
Yes, AllInvestView works in desktop and mobile browsers and has native apps for iOS and Android.
Which Portfolio Performance alternative calculates both TTWROR and IRR?
AllInvestView reports a money-weighted Growth Rate (IRR) and a time-weighted CAGR, plus time-weighted growth multiples for your portfolio and its benchmark. The IRR counts dividends and fees and recalculates for whatever date range you pick.
How do I move my data from Portfolio Performance?
The assistant reads the transaction CSV you export from Portfolio Performance and prepares the trades for you to confirm. To fill any gaps, use Magic Import for broker exports or give the assistant a PDF statement. Either way you see a preview before anything is saved.
What does Portfolio Performance cost?
The desktop app is free, open-source software under the Eclipse Public License. The mobile companion is free to download, and its Premium subscription at $3 a month or $25 a year adds dashboards on the phone. AllInvestView has a free plan, annual subscriptions and a one-off lifetime purchase.
Can AllInvestView read PDF statements from German banks?
Yes. The assistant reads PDF statements and photos and turns the trades into a preview you confirm. Magic Import handles CSV and Excel exports from brokers such as Trade Republic and DEGIRO. Portfolio Performance ships PDF importers for more than 90 banks and brokers.
Can I keep accounts in euros, dollars and francs together?
Yes. Each holding keeps its trading currency, and the portfolio is shown in the display currency you choose. Separate accounts can be combined into one portfolio with its own value, IRR and dividend report, while each account keeps its own results.
Can I try AllInvestView for free next to Portfolio Performance?
Yes. The free plan includes one portfolio, up to ten stock and ETF holdings, and the assistant. Bonds, options and custom assets don't count toward that limit. Paid plans add broker sync, Portfolio X-Ray and the country filing packs.
Portfolio Performance keeps your whole portfolio in a file on your own computer, stored as open XML that exports to CSV or JSON, and the desktop app is open source under the Eclipse Public License. If records that never leave your machine matter most to you, that's a good reason to keep it.
Disclaimer: This comparison is based on independent research conducted in 2026, with pricing verified on 2026-10-12. We are not affiliated with Portfolio Performance or any third-party product mentioned. Pricing and features may change. Please verify details on each platform's official website.