Suggestions appear as you type. Use the up and down arrows to choose one and Enter to open it.

This page's audience our own tag's counts — open to see them
–Visits
–Page views
–Clicks to vendors
–Time on page
–Reading now
Clicks to vendors, by tool
  • –
Top countries
  • –
Devices
  • –

– · visits, page views and clicks counted by our own tag, which counts more than our checked analytics; every figure rounded down · how we count

Head-to-head · Stock Portfolio Management

Tamarac vs Portfolio Performance

  • Updated Oct 2026
  • Both researched from official sources
  • 3 checks side by side
Higher score Tamarac #1 in Stock Portfolio Management 8.9/10 Pricing on request ✓ 2 of 4 features Visit Tamarac
Portfolio Performance #9 in Stock Portfolio Management 7.6/10 Free plan Free plan✓ 2 of 4 features Visit site

Tamarac 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 scoreTamarac · 8.9/10
  • Free planonly Portfolio Performance

Tamarac scores higher on our rubric for stock portfolio management: 8.9 against 7.6 out of 10; our editors rank them #1 and #9.

Tamarac is the better fit for advisors needing comprehensive portfolio operations. Portfolio Performance is the better fit for DIY investors wanting free desktop analytics.

  • Tamarac fits best

    Advisors needing comprehensive portfolio operations

  • 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 Tamarac 8.9/10 Visit ↗ Portfolio Performance 7.6/10 Visit ↗
At a glance
Editor score 8.9 7.6
Ranking #1 in Stock Portfolio Management #9 in Stock Portfolio Management
Best for Advisors needing comprehensive portfolio operations 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, Mobile Desktop
Platforms Web, iOS, Android Windows, macOS, Linux
Support Email, Phone, Docs Community, Docs
Integrations 14 integrations 5 integrations
Built for Small business, Mid-market, Enterprise Solo, Small business
Features Tamarac 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 performance, allocation, risk, trading, and rebalancing tools
  • Tracks alternatives, committed capital, cost basis, and tax lots
  • Connects with custodians, CRM, planning, and alternative-investment platforms
  • 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 sales-led rather than published by plan
  • Its broad operations scope may exceed needs of firms seeking a narrow tool
  • Portfolio limits are not published
  • 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

Tamarac brings portfolio operations together for registered investment advisors and wealth managers, from reporting and trading to billing, CRM, and client access. Its reporting covers traditional and alternative investments, with views of…

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. TamaracStock Portfolio Management 8.9Pricing on request
  2. Portfolio PerformanceStock Portfolio Management 7.6Free plan

Strengths and trade-offs

  • Tamarac — where it wins

    • Combines performance, allocation, risk, trading, and rebalancing tools
    • Tracks alternatives, committed capital, cost basis, and tax lots
    • Connects with custodians, CRM, planning, and alternative-investment platforms

    Where it doesn't

    • Pricing is sales-led rather than published by plan
    • Its broad operations scope may exceed needs of firms seeking a narrow tool
    • Portfolio limits are not published

  • 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
  • Tamarac8.9/10 · Pricing on request

    A broad wealth-management platform for advisory firms managing multi-asset portfolios.

    Visit TamaracFull 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