Quick Overview
- 1#1: Portfolio Performance - Open-source desktop software for detailed tracking, analysis, and performance reporting of investment portfolios.
- 2#2: Sharesight - Cloud-based platform that automatically tracks and reports true portfolio performance across stocks, ETFs, and funds.
- 3#3: Empower - Free financial dashboard for monitoring net worth, investment performance, and asset allocation in real-time.
- 4#4: Stock Rover - Advanced investment research and portfolio management tool with performance analytics, screening, and charting.
- 5#5: Koyfin - Professional-grade platform for real-time market data, charting, and customizable portfolio performance tracking.
- 6#6: Portfolio Visualizer - Web-based tool for backtesting, optimization, and detailed analysis of historical portfolio performance.
- 7#7: Morningstar Portfolio Manager - Comprehensive investment research platform with portfolio tracking, ratings, and performance benchmarking.
- 8#8: TradingView - Powerful charting platform featuring portfolio tracking, performance metrics, and social trading insights.
- 9#9: Quicken - Personal finance desktop software with robust investment tracking and customizable performance reports.
- 10#10: Yahoo Finance - Free online portfolio tracker providing performance charts, dividend tracking, and market news integration.
Tools were ranked by evaluating key metrics: depth of analytical capabilities, user-friendliness, data precision, and overall value, ensuring alignment with varied investor goals and proficiency levels.
Comparison Table
Choosing the right portfolio performance software? This comparison table simplifies evaluation by featuring top tools like Portfolio Performance, Sharesight, Empower, Stock Rover, Koyfin, and more. Readers will gain insights into key features, usability, and unique strengths to match their financial tracking needs, from advanced analytics to user-friendly designs.
| # | Tool | Category | Overall | Features | Ease of Use | Value |
|---|---|---|---|---|---|---|
| 1 | Portfolio Performance Open-source desktop software for detailed tracking, analysis, and performance reporting of investment portfolios. | specialized | 9.3/10 | 9.8/10 | 7.6/10 | 10/10 |
| 2 | Sharesight Cloud-based platform that automatically tracks and reports true portfolio performance across stocks, ETFs, and funds. | specialized | 9.2/10 | 9.5/10 | 8.8/10 | 9.0/10 |
| 3 | Empower Free financial dashboard for monitoring net worth, investment performance, and asset allocation in real-time. | specialized | 8.5/10 | 8.2/10 | 9.3/10 | 9.6/10 |
| 4 | Stock Rover Advanced investment research and portfolio management tool with performance analytics, screening, and charting. | specialized | 8.4/10 | 9.2/10 | 7.6/10 | 8.1/10 |
| 5 | Koyfin Professional-grade platform for real-time market data, charting, and customizable portfolio performance tracking. | enterprise | 8.4/10 | 9.0/10 | 8.2/10 | 8.7/10 |
| 6 | Portfolio Visualizer Web-based tool for backtesting, optimization, and detailed analysis of historical portfolio performance. | specialized | 9.2/10 | 9.5/10 | 8.5/10 | 10.0/10 |
| 7 | Morningstar Portfolio Manager Comprehensive investment research platform with portfolio tracking, ratings, and performance benchmarking. | enterprise | 8.1/10 | 8.5/10 | 7.9/10 | 7.6/10 |
| 8 | TradingView Powerful charting platform featuring portfolio tracking, performance metrics, and social trading insights. | specialized | 7.8/10 | 8.5/10 | 8.2/10 | 8.0/10 |
| 9 | Quicken Personal finance desktop software with robust investment tracking and customizable performance reports. | other | 7.2/10 | 6.8/10 | 8.1/10 | 7.0/10 |
| 10 | Yahoo Finance Free online portfolio tracker providing performance charts, dividend tracking, and market news integration. | other | 7.4/10 | 6.8/10 | 8.7/10 | 9.5/10 |
Open-source desktop software for detailed tracking, analysis, and performance reporting of investment portfolios.
Cloud-based platform that automatically tracks and reports true portfolio performance across stocks, ETFs, and funds.
Free financial dashboard for monitoring net worth, investment performance, and asset allocation in real-time.
Advanced investment research and portfolio management tool with performance analytics, screening, and charting.
Professional-grade platform for real-time market data, charting, and customizable portfolio performance tracking.
Web-based tool for backtesting, optimization, and detailed analysis of historical portfolio performance.
Comprehensive investment research platform with portfolio tracking, ratings, and performance benchmarking.
Powerful charting platform featuring portfolio tracking, performance metrics, and social trading insights.
Personal finance desktop software with robust investment tracking and customizable performance reports.
Free online portfolio tracker providing performance charts, dividend tracking, and market news integration.
Portfolio Performance
specializedOpen-source desktop software for detailed tracking, analysis, and performance reporting of investment portfolios.
Sophisticated performance attribution that breaks down returns by asset, sector, and time period for precise portfolio insights
Portfolio Performance is a free, open-source desktop application for tracking and analyzing investment portfolios across stocks, bonds, ETFs, mutual funds, cryptocurrencies, and more. It excels in calculating advanced performance metrics like time-weighted returns (TWR), internal rate of return (IRR), and benchmark comparisons, with support for multi-currency portfolios and transaction imports from numerous brokers. The software provides customizable dashboards, interactive charts, detailed reports, and tax optimization tools, making it a powerhouse for serious investors seeking in-depth analysis.
Pros
- Completely free and open-source with no limits or subscriptions
- Exceptional performance metrics including TWR, IRR, and attribution analysis
- Highly customizable with multi-currency, multi-account support, and broker imports
Cons
- Steep learning curve for beginners due to dense interface
- Desktop-only (Java-based), no mobile or web version
- Manual setup required for some broker integrations and data entry
Best For
Advanced individual investors and financial enthusiasts who prioritize powerful, no-cost performance tracking and analysis over simplicity.
Pricing
100% free and open-source; no paid tiers or subscriptions.
Sharesight
specializedCloud-based platform that automatically tracks and reports true portfolio performance across stocks, ETFs, and funds.
Automated tax reporting optimized for multiple countries including CGT calculations and dividend disclosures
Sharesight is a powerful online portfolio tracking platform that automatically imports transactions from over 50 brokers worldwide, supporting stocks, ETFs, funds, crypto, and more across multiple currencies. It delivers precise performance metrics like time-weighted returns, IRR, and dividend yield, along with customizable reports. The software excels in tax optimization and reporting for investors in Australia, New Zealand, the US, UK, and other regions, making complex portfolio analysis straightforward.
Pros
- Seamless auto-sync with 50+ global brokers
- Comprehensive multi-currency performance and tax reporting
- Robust dividend tracking and reinvestment projections
Cons
- Free plan limited to 10 holdings
- Steeper learning curve for advanced custom reports
- No native mobile app (web-based only)
Best For
International dividend investors and DIY portfolio managers with holdings across multiple brokers and countries.
Pricing
Free for up to 10 holdings; paid plans start at $15 USD/month (billed annually) for 100 holdings, up to $45/month for unlimited portfolios and advanced features.
Empower
specializedFree financial dashboard for monitoring net worth, investment performance, and asset allocation in real-time.
Investment Checkup tool, which automatically scores your portfolio on fees, allocation, and diversification with actionable advice
Empower (formerly Personal Capital) is a free personal finance platform focused on portfolio tracking, performance analysis, and wealth management tools. It aggregates investment accounts from multiple sources to provide real-time portfolio performance metrics, asset allocation breakdowns, historical returns, and comparisons to benchmarks like the S&P 500. Additional features include fee analyzers, retirement planners, and budgeting tools, making it a holistic solution for monitoring investment health.
Pros
- Seamless account aggregation from banks, brokerages, and retirement accounts
- Intuitive dashboards with clear performance charts and benchmark comparisons
- Completely free for core portfolio tracking and analysis tools
Cons
- Limited advanced analytics like customizable benchmarks or detailed risk metrics
- Frequent upsells to paid advisory services can feel intrusive
- Occasional data sync delays or inaccuracies with certain financial institutions
Best For
Individual investors and retirees wanting a free, user-friendly way to track and analyze overall portfolio performance across multiple accounts.
Pricing
Core portfolio tools are free; optional wealth management advisory services range from 0.89% AUM for $1M+ assets.
Stock Rover
specializedAdvanced investment research and portfolio management tool with performance analytics, screening, and charting.
Factor-based performance attribution that breaks down returns by style, sector, and market factors
Stock Rover is a comprehensive stock research and portfolio management platform that excels in tracking and analyzing portfolio performance through detailed metrics like returns, risk-adjusted measures (Sharpe, Sortino ratios), and benchmark comparisons. It allows users to link brokerage accounts for real-time data syncing, visualize holdings with heatmaps and correlation matrices, and perform backtesting and optimization. The tool integrates powerful screening and charting to help investors assess and improve portfolio efficiency over time.
Pros
- Extensive performance analytics including risk metrics, attribution, and Monte Carlo simulations
- Seamless brokerage integrations for automated portfolio tracking
- Advanced screening and backtesting tools tailored to portfolio optimization
Cons
- Steep learning curve due to dense interface and numerous features
- Full capabilities require higher-tier subscriptions
- Mobile app lacks depth compared to desktop version
Best For
Active investors and portfolio managers seeking deep analytical insights into performance and risk without basic consumer tools.
Pricing
Free basic plan; Essentials ($7.99/mo), Premium ($17.99/mo), Premium Plus ($27.99/mo) billed annually with discounts.
Koyfin
enterpriseProfessional-grade platform for real-time market data, charting, and customizable portfolio performance tracking.
Portfolio attribution analysis that decomposes returns by asset, sector, and factor for precise performance insights
Koyfin is a comprehensive financial analytics platform that serves as a robust portfolio performance tool, allowing users to track holdings, analyze returns, and monitor risk metrics through imported broker data or manual entry. It provides advanced charting, performance attribution, and comparison against benchmarks, integrated with extensive market data and customizable dashboards. Ideal for investors seeking professional-grade insights without enterprise-level costs, it combines portfolio management with research tools like screening and economic calendars.
Pros
- Extensive performance analytics including Sharpe ratio, drawdowns, and attribution analysis
- High-quality, real-time data from multiple exchanges with customizable charts and dashboards
- Free tier with core portfolio tracking and affordable upgrades for advanced features
Cons
- Limited automatic broker integrations compared to dedicated portfolio apps like Empower or Morningstar
- Steeper learning curve for power users due to dense feature set
- Primarily web-based with mobile app still developing full parity
Best For
Active investors and analysts who need integrated portfolio performance tracking with deep market research tools.
Pricing
Free plan for basic use; Pro ($39/month billed annually), Power ($79/month), and Enterprise custom pricing.
Portfolio Visualizer
specializedWeb-based tool for backtesting, optimization, and detailed analysis of historical portfolio performance.
Advanced Monte Carlo simulation engine for probabilistic portfolio forecasting and stress testing
Portfolio Visualizer is a powerful web-based platform specializing in portfolio analysis, backtesting, and optimization tools for investors. It offers features like Monte Carlo simulations, efficient frontier analysis, factor regressions, and performance attribution to evaluate historical and projected portfolio performance. Users can input custom assets, ETFs, or benchmarks to generate detailed charts, statistics, and risk metrics without needing to download software.
Pros
- Extremely comprehensive free tools including backtesting, Monte Carlo simulations, and factor analysis
- No installation required; accessible via any web browser with extensive historical data
- High-quality visualizations and exportable reports for detailed performance insights
Cons
- Interface feels somewhat dated and requires a learning curve for advanced features
- Limited real-time data; focused primarily on historical analysis
- No integration with brokerage accounts for automatic portfolio import
Best For
DIY investors and financial enthusiasts who want advanced, no-cost portfolio backtesting and optimization without software downloads.
Pricing
Completely free for all core features, with optional donations to support the site.
Morningstar Portfolio Manager
enterpriseComprehensive investment research platform with portfolio tracking, ratings, and performance benchmarking.
The Morningstar X-Ray tool, which provides unparalleled transparency into portfolio composition, sector exposure, and style drift
Morningstar Portfolio Manager is a web-based platform from Morningstar.com designed for investors to track, analyze, and optimize their investment portfolios across stocks, funds, ETFs, and other assets. It offers performance tracking, asset allocation analysis via the unique X-Ray tool, benchmark comparisons, and access to Morningstar's proprietary ratings and research. The tool supports multiple portfolio creation and provides detailed reports on returns, risk, and diversification.
Pros
- Extensive integration with Morningstar's high-quality research and star ratings
- Powerful X-Ray tool for deep asset allocation and overlap analysis
- Accurate performance tracking with customizable benchmarks and historical data
Cons
- Advanced analytics like performance attribution require Premium subscription
- Interface feels dated compared to modern fintech apps
- Limited support for non-US assets and manual entry can be time-consuming
Best For
Individual investors and financial advisors who value research-driven insights and straightforward portfolio monitoring without needing complex modeling tools.
Pricing
Free basic account for core tracking; Morningstar Premium at $34.95/month or $249/year unlocks full features and research.
TradingView
specializedPowerful charting platform featuring portfolio tracking, performance metrics, and social trading insights.
Seamless integration of Pine Script-customizable indicators directly onto portfolio performance charts
TradingView is a powerful charting platform with integrated portfolio tracking features, allowing users to monitor holdings across stocks, forex, crypto, and more in real-time. It provides performance metrics like ROI, Sharpe ratio, drawdowns, and profit/loss breakdowns, alongside advanced charting for technical analysis. While not a dedicated portfolio manager, it excels in visualizing portfolio performance through customizable charts and backtesting capabilities.
Pros
- Exceptional charting and technical analysis tools integrated with portfolio tracking
- Real-time data, alerts, and multi-asset support for diverse portfolios
- Active community and Pine Script for custom performance indicators
Cons
- Portfolio tracking is secondary to charting, lacking depth in tax reporting or advanced optimization
- Free plan limits data history and simultaneous charts
- Steep learning curve for non-traders due to overwhelming feature set
Best For
Active day traders and technical analysts seeking integrated charting with portfolio performance monitoring.
Pricing
Free basic plan; paid tiers from $14.95/mo (Pro) to $59.95/mo (Premium) for more charts, alerts, and data.
Quicken
otherPersonal finance desktop software with robust investment tracking and customizable performance reports.
Tax-smart investment tools with precise cost basis and realized gain/loss reporting
Quicken is a longstanding personal finance management software that includes investment tracking features for monitoring portfolios, asset allocation, performance metrics, and transaction history. It allows users to link brokerage accounts for automatic data imports, generate reports on returns, gains/losses, and tax implications. While versatile for overall financial health, its portfolio tools are more basic compared to dedicated performance software, focusing on practical tracking rather than advanced analytics.
Pros
- Seamless integration with thousands of banks and brokerages for automatic transaction syncing
- Detailed investment reports including IRR, total returns, and cost basis tracking
- Holistic view combining portfolio performance with budgeting and net worth tracking
Cons
- Lacks advanced portfolio analytics like risk assessment, backtesting, or Monte Carlo simulations
- Subscription-only model with no perpetual license or free tier
- Primarily desktop-oriented, with limited mobile functionality for in-depth portfolio management
Best For
Ideal for everyday investors who want straightforward portfolio tracking integrated with personal budgeting and banking.
Pricing
Quicken Classic plans start at $35.88/year (Deluxe) up to $71.88/year (Premier); Simplifi at $47.88/year; billed annually with discounts for multi-year.
Yahoo Finance
otherFree online portfolio tracker providing performance charts, dividend tracking, and market news integration.
Seamless integration of portfolio tracking with comprehensive real-time news, charts, and research data
Yahoo Finance is a free web-based platform that allows users to track investment portfolios with real-time quotes, performance charts, and basic gain/loss metrics. It supports multiple customizable portfolios, historical data visualization, and integration with market news and research tools. While suitable for everyday monitoring, it lacks advanced analytics found in specialized software.
Pros
- Completely free with no subscription required
- Intuitive interface for quick portfolio setup and monitoring
- Access to extensive historical data and real-time market news
Cons
- Limited advanced analytics like risk assessment or tax optimization
- Ad-heavy interface can feel cluttered
- No automated rebalancing or advisor integration tools
Best For
Casual investors and beginners seeking a no-cost, straightforward tool for basic portfolio tracking and market updates.
Pricing
Free for all features; premium content available via separate subscriptions
Conclusion
When evaluating top portfolio performance software, the range of tools is impressive, but Portfolio Performance shines as the clear leader, offering detailed tracking and analysis. Sharesight, a close second, excels with its cloud-based automation, while Empower provides a free, real-time dashboard for broader financial insights—each serving distinct needs effectively.
To begin maximizing your portfolio’s potential, dive into Portfolio Performance; its robust features and user-friendly design make it a standout choice for investors seeking to track and optimize their financial growth.
Tools Reviewed
All tools were independently evaluated for this comparison