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Head-to-head · Investment Tools

Portfolio Performance vs Exirio

  • Updated Oct 2026
  • Both researched from official sources
  • 1 check side by side
Higher score Portfolio Performance #2 in Investment Tools 9.1/10 Free plan Free plan✓ 0 of 5 features Visit site
Exirio #6 in Investment Tools 8.7/10 Free plan · 30-day trial Free planFree trial✓ 0 of 5 features Visit Exirio

Portfolio Performance leads on 0 checks, Exirio on 0, and 1 is even. Who comes out ahead on the 1 yes/no, price and count check where we have data for both products. The editor score weighs everything else too.

Our verdict

  • Highest scorePortfolio Performance · 9.1/10
  • Free planboth
  • Free trialonly Exirio

Portfolio Performance scores higher on our rubric for investment tools: 9.1 against 8.7 out of 10; our editors rank them #2 and #6.

Portfolio Performance is the better fit for investors who want detailed free portfolio analysis. Exirio is the better fit for investors tracking alternatives alongside securities.

  • Portfolio Performance fits best

    Investors who want detailed free portfolio analysis

  • Exirio fits best

    Investors tracking alternatives alongside securities

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 Portfolio Performance 9.1/10 Visit ↗ Exirio 8.7/10 Visit ↗
At a glance
Editor score 9.1 8.7
Ranking #2 in Investment Tools #6 in Investment Tools
Best for Investors who want detailed free portfolio analysis Investors tracking alternatives alongside securities
Pricing model Free Free plan + paid
Starting price Free plan $89/yr
Free plan ✓ ✓
Free trial — 30 days
Deployment Desktop Cloud, Mobile
Platforms Windows, macOS, Linux Web, iOS, Android
Support Community, Docs Email, Docs · 24/7
Integrations 5 integrations 12,000+ integrations
Built for Solo, Small business Solo, Small business, Mid-market, Enterprise
Features Portfolio Performance 0/5 · Exirio 0/5
Account sync Not checked yet Not checked yet
Investment research Not checked yet Not checked yet
Stock screener Not checked yet Not checked yet
Dividend tracking Not checked yet Not checked yet
Mobile apps Not checked yet Not checked yet
Specs
Supported assets Not checked yet Not checked yet
Our review
Pros
  • Calculates TWR and IRR and provides performance and risk dashboards
  • Tracks transactions, taxes, fees, dividends, and acquisition costs
  • Supports allocation analysis, rebalancing, and multiple asset types
  • Tracks securities, crypto, real estate, private investments and more
  • Analyzes historical performance, allocation and investment risk
  • Connects institutions or accepts manual and CSV uploads
Cons
  • Desktop deployment means it is not a web-based portfolio tool
  • Portfolio data is stored locally, so cross-device access is not built in
  • Price imports rely on supported providers such as Yahoo Finance and CoinGecko
  • Starter allows one external institution connection
  • Starter is ad-supported
  • Automatic dividend tracking and full investment history require Premium
Our verdict

Portfolio Performance is a free, open-source desktop application for investors who want to record transactions and examine portfolio returns, risk, and allocation. It supports securities, cryptocurrencies, commodities, and currencies, as…

Read the review →

Exirio brings investments, cash, debts and other assets into a wealth-tracking application for individual investors, financial advisors and asset managers. Its scope includes securities, crypto, real estate, private investments, retirement…

Read the review →
  1. Portfolio PerformanceInvestment Tools 9.1Free plan
  2. ExirioInvestment Tools 8.7Free plan · 30-day trial

Strengths and trade-offs

  • Portfolio Performance — where it wins

    • Calculates TWR and IRR and provides performance and risk dashboards
    • Tracks transactions, taxes, fees, dividends, and acquisition costs
    • Supports allocation analysis, rebalancing, and multiple asset types

    Where it doesn't

    • Desktop deployment means it is not a web-based portfolio tool
    • Portfolio data is stored locally, so cross-device access is not built in
    • Price imports rely on supported providers such as Yahoo Finance and CoinGecko

  • Exirio — where it wins

    • Tracks securities, crypto, real estate, private investments and more
    • Analyzes historical performance, allocation and investment risk
    • Connects institutions or accepts manual and CSV uploads

    Where it doesn't

    • Starter allows one external institution connection
    • Starter is ad-supported
    • Automatic dividend tracking and full investment history require Premium
  • Portfolio Performance9.1/10 · Free plan

    Detailed, multi-asset portfolio analysis in a free desktop application.

    Visit siteFull verdict →
  • Exirio8.7/10 · Free plan · 30-day trial

    Multi-asset tracking pairs performance, allocation and risk analysis with connected or manual data.

    Visit ExirioFull verdict →

More comparisons

All investment tools comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update