Different Philosophies
These tools emerge from fundamentally different worldviews about software.
Portfolio Performance
Open-source Java application running locally on Windows, Mac, or Linux. Complete data ownership with no cloud dependency.
AllInvestView
FeaturedCloud-based platform with AI features, broker sync, and automatic updates. Access from any device with a browser.
Portfolio Performance Examined
Portfolio Performance (often abbreviated PP) emerged from the German-speaking investment community and maintains a dedicated following among technically inclined investors.
Portfolio Performance Strengths
- Completely free with open-source code
- Data stays on your computer—total privacy
- Extremely customizable for power users
- Strong German tax reporting features
- Active community and regular updates
- Works offline once installed
Portfolio Performance Drawbacks
- Requires Java installation and configuration
- Steep learning curve for new users
- No mobile access—desktop only
- Manual price updates or complex setup for automation
- No broker sync—all imports manual
- Interface feels dated compared to modern apps
- Backup management falls on the user
AllInvestView Examined
AllInvestView takes modern web application principles—cloud hosting, AI assistance, automatic updates—and applies them to portfolio tracking.
Key Differentiators
- Instant access: Sign up and start importing within minutes. No software installation, no Java runtime, no configuration files.
- Device flexibility: Check your portfolio from your phone, tablet, laptop, or work computer. Same account, same data, anywhere.
- AI-powered imports: Magic Import uses GPT-4 to recognize any CSV format automatically. Paste broker exports and watch columns map themselves.
- Live broker connections: SnapTrade integration pulls holdings directly from Interactive Brokers, Schwab, DEGIRO, and others. Positions update nightly.
- Automatic maintenance: Price data updates automatically. New features appear without manual software updates. Backups happen transparently.
- Built-in intelligence: Ask questions about your portfolio in plain English. The AI assistant analyzes holdings and provides insights.
Time investment: Portfolio Performance requires hours of initial setup plus ongoing maintenance. AllInvestView gets you tracking in minutes with minimal ongoing effort.
Setup and Accessibility
Portfolio Performance Setup
- Download and install Java Runtime Environment
- Download Portfolio Performance application
- Configure application settings
- Set up securities database connections
- Configure price update sources
- Create portfolio structure
- Import historical transactions
- Verify data accuracy
Expect several hours for initial setup, more if you encounter Java compatibility issues or need custom price sources.
AllInvestView Setup
- Create account with email
- Connect broker via SnapTrade OR import CSV
- Start analyzing
Most users complete setup in under 15 minutes, including their first data import.
Data Import Approaches
Portfolio Performance Imports
PP supports CSV imports with predefined or custom mappings. Users must understand the file format, map columns correctly, and handle edge cases manually. Price data requires configuring Yahoo Finance or other data sources.
AllInvestView Imports
- SnapTrade sync: Connect once, receive automatic daily updates from supported brokers
- Magic Import: AI examines your CSV and maps columns automatically—dates, tickers, quantities, prices
- 50+ templates: Pre-configured importers for DEGIRO, Trading 212, Interactive Brokers, Fidelity, Schwab, and more
- Interoperability: AllInvestView includes a dedicated Portfolio Performance importer for users migrating between platforms
Migration path: If you're currently using Portfolio Performance and want to try AllInvestView, export your data as CSV and use our importer specifically built for PP exports.
Reporting and Analytics
Portfolio Performance Reports
PP excels at customizable reporting. Power users can create complex dashboards, custom calculations, and tailored views. The tradeoff: configuration requires significant time investment to unlock this power.
AllInvestView Reports
- Ready out of the box: Performance charts, allocation breakdowns, and dividend tracking work immediately
- Options analytics: Greeks calculations (Delta, Gamma, Theta, Vega) for options positions
- Bond metrics: Yield-to-maturity, duration, coupon schedules for fixed income
- Tax reports: Capital gains with FIFO/LIFO/ACB methods for 14+ jurisdictions
- AI insights: Ask questions and receive intelligent analysis of your holdings
Tax Calculation Features
Portfolio Performance Tax Tools
PP provides German tax reporting as a primary use case. Other jurisdictions require manual configuration or third-party plugins. Cost basis tracking exists but requires proper setup.
AllInvestView Tax Tools
- 14+ jurisdictions: US, UK, Australia, Canada, Germany, France, Ireland, Sweden, Switzerland, and more
- Cost basis methods: FIFO, LIFO, Average Cost Basis, Specific Identification
- Progressive brackets: Automatic calculation with rate breakdowns
- Wash sale rules: Configurable window per jurisdiction
- Loss carryforward: Multi-year loss tracking with annual limits
- Export formats: PDF, Excel, CSV for tax preparation
Feature Comparison
| Capability | Portfolio Performance | AllInvestView |
|---|---|---|
| Installation required | None | |
| Mobile/tablet access | ||
| Automatic price updates | ||
| Direct broker sync | ||
| AI-powered import | ||
| Options with Greeks | ||
| Bond yield calculations | ||
| Built-in tax reporting | ||
| 14+ tax jurisdictions | ||
| AI portfolio assistant | ||
| Open source | ||
| Offline capability | ||
| Local data storage | ||
| Automatic backups |
Cost Analysis
Portfolio Performance: Free forever. The software costs nothing, though you invest significant time in setup, maintenance, and learning.
AllInvestView: Free trial to evaluate. Paid subscriptions for ongoing access, or a lifetime deal for one-time payment. The cost buys convenience, automatic updates, broker sync, AI features, and professional support.
Consider your time value. Hours spent configuring and maintaining PP have opportunity cost. For many investors, paid software that "just works" delivers better value than free software requiring constant attention.
Skip the Setup Hassle
Import your portfolio in minutes with AI-powered tools. Access from any device. Get tax reports automatically.
Which to Choose
Portfolio Performance suits you if:
- You enjoy configuring software and have time to invest
- Data privacy concerns outweigh convenience benefits
- You need offline access without internet dependency
- You primarily need German tax reporting
- Budget constraints make free software essential
- You appreciate open-source principles
AllInvestView suits you if:
- You want tracking working within minutes, not hours
- You need access from phone, tablet, and multiple computers
- Broker sync and automatic updates appeal to you
- You hold options, bonds, or assets requiring specialized analytics
- Tax reporting for non-German jurisdictions matters
- Your time is worth more than the subscription cost
- AI-assisted import and analysis interest you
Common Questions
Is Portfolio Performance actually free?
Yes, completely free and open-source. However, "free" doesn't include the hours required for setup, configuration, and ongoing maintenance. AllInvestView trades subscription cost for saved time.
Can I migrate from Portfolio Performance to AllInvestView?
Yes. Export your Portfolio Performance data as CSV, then use AllInvestView's importer specifically designed for PP exports. The Magic Import can also recognize PP export formats automatically.
Which has better security for my data?
Different approaches to security. Portfolio Performance stores data locally—secure if your computer is secure. AllInvestView uses encrypted cloud storage with professional security practices. Neither exposes your brokerage credentials.
Does Portfolio Performance support options?
Basic tracking only. No Greeks calculations, no strategy recognition. AllInvestView provides full options support with Delta, Gamma, Theta, Vega, and Black-Scholes pricing.
Can I check my portfolio on my phone with Portfolio Performance?
No. Portfolio Performance runs only on desktop computers. AllInvestView works in any web browser on any device—phone, tablet, or computer.
Which platform updates prices automatically?
AllInvestView handles price updates automatically. Portfolio Performance requires configuring data sources and may need manual intervention when sources change or fail.
Compare Other Platforms
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