Portfolio Performance vs Kubera

Portfolio Performance9.1Visit Kubera8.9Visit

Higher score Portfolio Performance #2 in Investment Tools 9.1/10 Free plan Free plan✓ 0 of 5 features Visit site

vs

Kubera #4 in Investment Tools 8.9/10 14-day trial Free trial✓ 0 of 5 features Visit Kubera

• Portfolio Performance fits best

  Investors who want detailed free portfolio analysis

• Kubera fits best

  Households tracking complex, multi-asset wealth

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Side by side

Feature	Portfolio Performance 9.1/10 Visit ↗	Kubera 8.9/10 Visit ↗
At a glance
Editor score	9.1	8.9
Ranking	#2 in Investment Tools	#4 in Investment Tools
Best for	Investors who want detailed free portfolio analysis	Households tracking complex, multi-asset wealth
Pricing model	Free	Paid
Starting price	Free plan	$250/yr
Free plan	✓ (best)	—
Free trial	—	14 days
Deployment	Desktop	Cloud, Mobile, Browser extension
Platforms	Windows, macOS, Linux	Web, iOS, Android, Chrome extension
Support	Community, Docs	Email, Docs
Integrations	5 integrations	20,000+ integrations
Built for	Solo, Small business	Solo, Small business, Mid-market, Enterprise
Features Portfolio Performance 0/5 · Kubera 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 public, private, alternative, and manually valued assets Reports performance, allocation, net-worth changes, and investment IRR Nested portfolios and granular sharing support complex ownership structures
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	Essentials starts at $250 per year, with no free plan Black costs $2,500 per year for nested portfolios and ownership tags White Label is a separate $300-per-month offering
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 →	Kubera brings connected and manually entered holdings into a portfolio and balance-sheet view for investors and households managing wealth across multiple asset classes. It covers bank and brokerage accounts, stocks, funds, crypto, real… Read the review →

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

• Kubera — where it wins

  • Tracks public, private, alternative, and manually valued assets
  • Reports performance, allocation, net-worth changes, and investment IRR
  • Nested portfolios and granular sharing support complex ownership structures

  Where it doesn't

  • Essentials starts at $250 per year, with no free plan
  • Black costs $2,500 per year for nested portfolios and ownership tags
  • White Label is a separate $300-per-month offering

• Portfolio Performance9.1/10 · Free plan

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

  Visit siteFull verdict →
• Kubera8.9/10 · 14-day trial

  A broad portfolio tracker for households with varied assets and layered ownership.

  Visit KuberaFull verdict →