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Head-to-head · Investment Tools

Portfolio Performance vs Wealthfolio

  • 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
Wealthfolio #7 in Investment Tools 8.6/10 Free plan Free plan✓ 0 of 5 features Visit Wealthfolio

Portfolio Performance leads on 0 checks, Wealthfolio 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

Portfolio Performance scores higher on our rubric for investment tools: 9.1 against 8.6 out of 10; our editors rank them #2 and #7.

Portfolio Performance is the better fit for investors who want detailed free portfolio analysis. Wealthfolio is the better fit for budget-conscious investors who want self-hosting.

  • Portfolio Performance fits best

    Investors who want detailed free portfolio analysis

  • Wealthfolio fits best

    Budget-conscious investors who want self-hosting

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 ↗ Wealthfolio 8.6/10 Visit ↗
At a glance
Editor score 9.1 8.6
Ranking #2 in Investment Tools #7 in Investment Tools
Best for Investors who want detailed free portfolio analysis Budget-conscious investors who want self-hosting
Pricing model Free Free plan + paid
Starting price Free plan $2.99/user/mo
Free plan ✓ ✓
Free trial — —
Deployment Desktop Self-hosted, Desktop, Mobile
Platforms Windows, macOS, Linux Web, Windows, macOS, Linux, iOS
Support Community, Docs Email, Docs
Integrations 5 integrations 1 integrations
Built for Solo, Small business Solo, Small business
Features Portfolio Performance 0/5 · Wealthfolio 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 performance, benchmarks, allocation, risk, dividends, and tax lots
  • Free local app plus web, desktop, mobile, and self-hosted options
  • Includes goals, retirement projections, and rebalance planning
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
  • Brokerage synchronization requires the optional paid Wealthfolio Connect service
  • SnapTrade is the only listed integration
  • Plus is displayed as coming soon
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 →

Wealthfolio is an open-source investment tracker and personal finance application for individual investors and households. It brings holdings, investment accounts, portfolio performance, allocation, income, net worth, spending, goals, and…

Read the review →
  1. Portfolio PerformanceInvestment Tools 9.1Free plan
  2. WealthfolioInvestment Tools 8.6Free plan

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

  • Wealthfolio — where it wins

    • Tracks performance, benchmarks, allocation, risk, dividends, and tax lots
    • Free local app plus web, desktop, mobile, and self-hosted options
    • Includes goals, retirement projections, and rebalance planning

    Where it doesn't

    • Brokerage synchronization requires the optional paid Wealthfolio Connect service
    • SnapTrade is the only listed integration
    • Plus is displayed as coming soon

More comparisons

All investment tools comparisons → · Full ranking →

Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026

Last updated · How we research and update