FundCount vs Portfolio Performance

FundCount8.6Visit Portfolio Performance7.6Visit

Higher score FundCount #5 in Stock Portfolio Management 8.6/10 Paid ✓ 1 of 4 features Visit FundCount

vs

Portfolio Performance #9 in Stock Portfolio Management 7.6/10 Free plan Free plan✓ 2 of 4 features Visit site

• FundCount fits best

  Family offices and fund administrators

• Portfolio Performance fits best

  DIY investors wanting free desktop analytics

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Side by side

Feature	FundCount 8.6/10 Visit ↗	Portfolio Performance 7.6/10 Visit ↗
At a glance
Editor score	8.6	7.6
Ranking	#5 in Stock Portfolio Management	#9 in Stock Portfolio Management
Best for	Family offices and fund administrators	DIY investors wanting free desktop analytics
Pricing model	Paid	Free
Starting price	$14,450/yr	Free plan
Free plan	—	✓ (best)
Free trial	—	—
Deployment	Cloud, Self-hosted, Desktop	Desktop
Platforms	Web, Windows, macOS, Linux	Windows, macOS, Linux
Integrations	9 integrations	5 integrations
Built for	Small business, Mid-market, Enterprise	Solo, Small business
Features FundCount 1/4 · Portfolio Performance 2/4
Broker account sync	Not checked yet	Not checked yet
Performance reporting	✓	✓
Tax lot tracking	Not checked yet	✓ (best)
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	Accounts for public securities, private equity, real estate, and alternatives Combines multi-entity, multi-currency and partnership accounting Automates data feeds and supports detailed investor reporting	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	Annual starting prices range from $14,450 to $38,389 by plan Many solutions may add digital transformation and hosting fees Not suited to buyers seeking a free plan or 24/7 support	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	FundCount brings investment accounting, partnership accounting, a general ledger, reporting, data aggregation, and an investor portal together for family offices, fund administrators, hedge funds, private equity firms, and asset managers.… 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 →

Strengths and trade-offs

• FundCount — where it wins

  • Accounts for public securities, private equity, real estate, and alternatives
  • Combines multi-entity, multi-currency and partnership accounting
  • Automates data feeds and supports detailed investor reporting

  Where it doesn't

  • Annual starting prices range from $14,450 to $38,389 by plan
  • Many solutions may add digital transformation and hosting fees
  • Not suited to buyers seeking a free plan or 24/7 support

• 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

• FundCount8.6/10 · Paid

  Deep accounting and investor reporting for complex, multi-entity portfolios.

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

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

  Visit siteFull verdict →