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Head-to-head · Stock Portfolio Management

Addepar vs Portfolio Performance

  • Updated Oct 2026
  • Both researched from official sources
  • 3 checks side by side
Higher score Addepar #3 in Stock Portfolio Management 8.8/10 Pricing on request ✓ 2 of 4 features Visit Addepar
Portfolio Performance #9 in Stock Portfolio Management 7.6/10 Free plan Free plan✓ 2 of 4 features Visit site

Addepar leads on 0 checks, Portfolio Performance on 0, and 3 are even. Who comes out ahead on the 3 yes/no, price and count checks where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scoreAddepar · 8.8/10
  • Free planonly Portfolio Performance

Addepar scores higher on our rubric for stock portfolio management: 8.8 against 7.6 out of 10; our editors rank them #3 and #9.

Addepar is the better fit for institutions managing complex multi-asset portfolios. Portfolio Performance is the better fit for DIY investors wanting free desktop analytics.

  • Addepar fits best

    Institutions managing complex multi-asset portfolios

  • Portfolio Performance fits best

    DIY investors wanting free desktop analytics

Advertiser disclosure: iTechGuides is reader-supported. Vendors can pay for top positions in our rankings and for a place on other products' pages, and we may earn a commission when you click some links. Bought places stand at the number bought; this page and our disclosure say so. Paying vendors may get a fuller, more detailed review from our editors, and that review can change their score. How we rank.

Side by side

Feature Addepar 8.8/10 Visit ↗ Portfolio Performance 7.6/10 Visit ↗
At a glance
Editor score 8.8 7.6
Ranking #3 in Stock Portfolio Management #9 in Stock Portfolio Management
Best for Institutions managing complex multi-asset portfolios DIY investors wanting free desktop analytics
Pricing model Paid Free
Starting price Pricing on request Free plan
Free plan Not checked yet ✓ (best)
Free trial — —
Deployment Cloud Desktop
Platforms Web Windows, macOS, Linux
Support Email, Docs Community, Docs
Integrations 77+ integrations 5 integrations
Built for Mid-market, Enterprise Solo, Small business
Features Addepar 2/4 · Portfolio Performance 2/4
Broker account sync Not checked yet Not checked yet
Performance reporting ✓ ✓
Tax lot tracking ✓ ✓
Mobile app Not checked yet Not checked yet
Specs
Asset coverage Not checked yet Not checked yet
Portfolio limit Not checked yet Not checked yet
Our review
Pros
  • Combines public and private investment data across financial accounts.
  • Covers performance, allocation, risk, liquidity and tax-lot analysis.
  • Offers custom reporting, dashboards, integrations and developer APIs.
  • Calculates True Time-Weighted Rate of Return and Internal Rate of Return
  • Analyzes allocation and risk, with rebalancing against target allocations
  • Tracks securities, cryptocurrencies, commodities, currencies, and cash accounts
Cons
  • Pricing is contact-sales, with no public standard plans.
  • Its focus on complex portfolios may exceed simpler portfolio needs.
  • Support channels listed are email and documentation.
  • Desktop-only; no web deployment is listed
  • Setup involves importing prices or broker statements and recording transactions
  • Support is through community resources and documentation
Our verdict

Addepar brings portfolio data together for investment professionals, including wealth managers, family offices, fund managers and institutional allocators. Its cloud platform handles public and private investments and complex ownership…

Read the review →

Investors who prefer to manage their own records can use Portfolio Performance to track investment transactions and analyze holdings in a desktop application. It is open source and runs on Windows, macOS, and Linux. The product supports…

Read the review →
  1. AddeparStock Portfolio Management 8.8Pricing on request
  2. Portfolio PerformanceStock Portfolio Management 7.6Free plan

Strengths and trade-offs

  • Addepar — where it wins

    • Combines public and private investment data across financial accounts.
    • Covers performance, allocation, risk, liquidity and tax-lot analysis.
    • Offers custom reporting, dashboards, integrations and developer APIs.

    Where it doesn't

    • Pricing is contact-sales, with no public standard plans.
    • Its focus on complex portfolios may exceed simpler portfolio needs.
    • Support channels listed are email and documentation.

  • Portfolio Performance — where it wins

    • Calculates True Time-Weighted Rate of Return and Internal Rate of Return
    • Analyzes allocation and risk, with rebalancing against target allocations
    • Tracks securities, cryptocurrencies, commodities, currencies, and cash accounts

    Where it doesn't

    • Desktop-only; no web deployment is listed
    • Setup involves importing prices or broker statements and recording transactions
    • Support is through community resources and documentation
  • Addepar8.8/10 · Pricing on request

    A cloud platform for aggregating and analyzing complex public and private portfolios.

    Visit AddeparFull verdict →
  • Portfolio Performance7.6/10 · Free plan

    Free desktop portfolio analytics with multi-asset tracking, return calculations, and rebalancing.

    Visit siteFull verdict →

More comparisons

All stock portfolio management comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update