Portfolio Performance
8.2#8 in portfolio management softwareFrom $25 a yearFree planAndroidiOSLinuxmacOS
VisitPortfolio Performance vs Stock Rover
Stock Rover
8.2#1 in equity research platformsFrom $24 a monthFree planAndroidiOSWebWindows
VisitWhat both publish
| Fact | Portfolio Performance | Stock Rover |
|---|---|---|
| Allocation analysis | Yes | Yes |
| Asset class coverage | multi_asset | multi_asset |
| Founded | 2012 | 2008 |
| Free plan | Yes | Yes |
| 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. | Support is available by email during regular Eastern Time business hours Monday through Friday, with plan-dependent priority and hotline options. |
| Tax-lot tracking | Yes | Yes |
Portfolio Performance plans
- DesktopFree
- Premium (Monthly)$3 a month
- Premium (Yearly)$25 a year
Stock Rover plans
- FreeFree
- Premium$348 a year
- Premium Plus$588 a year
- Ultimate$948 a year
- Ultimate Pro$1,788 a year
- Premium$24 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 Stock Rover if…
Stock Rover may suit individual investors who want screening, research, and portfolio analysis in a browser. It can also serve financial professionals, but users seeking trade execution need a different tool.