Portfolio Performance
8.2#8 in portfolio management softwareFrom $25 a yearFree planAndroidiOSLinuxmacOS
VisitPortfolio Performance vs Sharesight
Sharesight
8.6#3 in portfolio management softwareFrom $7 a monthFree planAndroidiOSWebAPI
VisitWhat both publish
| Fact | Portfolio Performance | Sharesight |
|---|---|---|
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset | multi_asset_alternatives |
| Founded | 2012 | 2006 |
| Free plan | Yes | Yes |
| Mobile app | The mobile app reads the desktop portfolio file for viewing and analysis, but users cannot edit portfolio data in the app. | The mobile app is read-only, supports up to 10 portfolios and a watchlist of up to 100 investments, and is available on iOS and Android. |
| Performance reporting | Yes | Yes |
| Risk analysis | Yes | Yes |
| Support | The maker directs users to its forum for help with the desktop product and provides support by email for the mobile app. | Free includes basic email support, Starter and Standard include standard email support, and Premium includes priority support. |
| Tax-lot tracking | Yes | Yes |
Portfolio Performance plans
- DesktopFree
- Premium (Monthly)$3 a month
- Premium (Yearly)$25 a year
Sharesight plans
- FreeFree
- Starter$7 a month
- Standard$18 a month
- Premium$23.25 a month
- Business (5-19 portfolios)$13.50 a month
- Business (20-49 portfolios)$12 a month
Pick Portfolio Performance if…
It suits investors who want to track securities across accounts and review performance, allocation, risk, or tax lots. Mobile users should be comfortable viewing portfolio files without editing them in the app.
Pick Sharesight if…
Sharesight suits investors who want to track holdings, dividends and portfolio performance, including people combining investments with cash accounts or property. Its Business plan is designed for accountants, advisors and family offices managing client portfolios.