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Portfolio Performance

Visit portfolio-performance.info ↗ What it costs

Portfolio Performance's own site, as our research read it
portfolio-performance.infoas read Oct 4, 2026

What Portfolio Performance costs

  1. Desktop Free
  2. Premium (Yearly) $25 / year
  3. Premium (Monthly) $3 / month

As portfolio-performance.info publishes them, read Oct 4, 2026. Fees, tax and exchange rates can differ when you pay; check the provider's own page first.

Its statement

Free plan
Yes
Free trial
Yes
Runs on
iPhone Android Web Windows · Mac · Linux
Facts on record
20

Facts we read

  • Allocation analysisYes · portfolio-performance.info, Sep 20, 2026
  • Asset class coveragemulti_asset · portfolio-performance.info, Sep 20, 2026
  • Cloud storageThe mobile app uses the mobile operating system and third-party cloud apps for file access; users report success with iCloud, Google Drive, OneDrive, and Jottacloud. · portfolio-performance.app, Oct 4, 2026
  • Data and exportPortfolio data is stored in XML and can be exported as CSV or JSON. · portfolio-performance.info, Oct 4, 2026
  • Founded2012 · portfolio-performance.info, Sep 28, 2026
  • Free planYes · portfolio-performance.info, Sep 20, 2026
  • License and historyThe project began in 2012 and its source code is licensed under the Eclipse Public License 1.0. · help.portfolio-performance.info, Oct 4, 2026
  • Mobile appThe mobile app reads the desktop portfolio file for viewing and analysis, but users cannot edit portfolio data in the app. · portfolio-performance.app, Oct 4, 2026
  • Mobile compatibilityThe app is compatible with iOS 12 and Android 7 or later, and the FAQ says larger files and complex calculations may require a more powerful device. · portfolio-performance.app, Oct 4, 2026
  • Mobile limitsThe FAQ says the mobile app supports 36 of 48 desktop dashboard widgets and lists several unsupported widgets, including volatility and portfolio fee rate. · portfolio-performance.app, Oct 4, 2026
  • Mobile price feedsThe mobile app supports configured historical price sources including Portfolio Report, Yahoo Finance, HTML, JSON, CoinGecko, and Eurostat HICP, but does not use latest-price configurations. · portfolio-performance.app, Oct 4, 2026
  • Performance reportingYes · portfolio-performance.info, Sep 20, 2026
  • Portfolio analysisIt provides portfolio overviews, key figures, charts, historical price tracking, security classification, asset allocation, and rebalancing. · help.portfolio-performance.info, Oct 4, 2026
  • Price sourcesThe desktop app supports historical prices from sources including HTML, JSON, Yahoo Finance, Quandl, AlphaVantage, CoinGecko, and a built-in provider for German and US stocks. · portfolio-performance.info, Oct 4, 2026

On these lists

Use instead

  1. 1

    Snowball Analytics

    Free plan · paid from $7.99/user/mo · 14-day trial

  2. 2

    getquin

    Free plan · paid from €89.99/yr

  3. 3

    Sharesight

    Free plan · paid from $7/mo (annual) · 14-day trial

  4. 4

    Ghostfolio

    Free plan

  5. 5

    Morningstar Investor

    From $249/yr · 7-day trial

  6. 6

    Kubera

    From $250/yr · 14-day trial

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