Love Portfolio Performance’s philosophy (your data, no bank logins) but tired of the desktop-only workflow and configuring quote feeds by hand? Same idea, zero setup, prices maintained for you.
Two privacy-first trackers: one local desktop app you maintain, one zero-setup web app that maintains itself.
| Portfolio Performance | MyFinanceTools | |
|---|---|---|
| Price | Free, open source | Free; optional Premium $6/mo, $60/yr or $249 lifetime |
| Platform | Desktop app (Windows/macOS/Linux); companion mobile app | Web app on desktop, tablet and phone, nothing to install |
| Setup | Manual configuration, incl. quote feeds per security | Zero: prices for stocks, ETFs and crypto are maintained server-side |
| Price data | Self-configured feeds; the community Portfolio Report service shut down Nov 2025 | Automatic from 53+ exchanges, refreshed daily |
| Analytics | TWR, IRR, Sharpe, custom reports | Allocation, dividends, ETF overlap and X-ray, fee impact, goals |
| Where data lives | Local files on your machine, and only there | Your private account; no bank/broker credentials; CSV export anytime |
| Broker statement import | PDF import for many EU brokers | CSV/TSV/Excel import |
| Languages | Many (community-translated) | English, German, Spanish, French, Portuguese |
Portfolio Performance facts from its site, manual and community forum, last verified August 2026; verify current details there before deciding. Also compared: Sharesight, Empower, Snowball Analytics, getquin, Parqet, Delta, or see the full portfolio tracker comparison.
We compare honestly. These are its real strengths, with the trade-off attached.
Time-weighted and money-weighted returns, Sharpe ratio, benchmarking and custom reports. Getting them means building the reports yourself and maintaining the data behind them. Our analysis (allocation, ETF overlap and X-ray, dividends, fees, goals) comes prebuilt and always up to date.
Free, open source, no account: your file never leaves your computer. The flip side is that your portfolio never leaves that computer either. We match the part of the privacy model that matters (no bank or broker credentials, full CSV export, delete anytime) and add access from every device you own.
An active forum and community-built PDF importers for many European broker statements. The community is also your support channel and your data pipeline; when the Portfolio Report quote service shut down in November 2025, users had to migrate their own feeds. Here, price data is simply our job.
From the app’s own forum and public reviews.
The full app is desktop-only; the mobile app is a limited companion. A web tracker is wherever you are: office, sofa, phone in a queue.
Reviewers describe the interface as a complex spreadsheet with a steep start. Here, adding an account and a few tickers is the whole onboarding.
Prices are configured per security, and the community Portfolio Report data service many users relied on was discontinued in November 2025, forcing feed migrations. Our prices are simply maintained for you.
Checking your net worth should not require booting a desktop. The web app works in any modern browser, phone included.
ETF overlap detection, look-through sector and geography X-ray and fee-impact projections: prebuilt views instead of hand-built reports.
Five languages, localized currencies and number formats, and localized pension types (Riester, Pillar 3a, PER, PGBL) as first-class accounts.
Portfolio Performance has excellent CSV export, the cleanest migration of any tracker.
File, Export, CSV gives you securities, historical prices and all transactions, including ISIN, ticker, shares, fees and taxes.
An email address and a password. No card, no bank login, under a minute.
Import your transactions or balances from CSV, TSV or Excel; search securities by ticker or ISIN to match them up.
From here prices update themselves, snapshots build your history, and nothing needs configuring or updating again.
The core tracker is free forever. Premium adds daily snapshots, unlimited history, dividend analysis, ETF overlap and the AI advisor for $6/month, $60/year, or $249 once, entirely optional. Comparing other trackers? See the free portfolio tracker overview, or how we compare to Sharesight, Empower and Snowball Analytics.
Yes, if you like its philosophy (manual control, no bank logins) and want it without the homework: zero setup, maintained price data, mobile access, and prebuilt analysis like ETF overlap and fee impact. The honest caveat: we do not compute formal TWR/IRR/Sharpe figures; if those metrics are the reason you track, the desktop app keeps that edge.
Not an official one; Portfolio Performance is a desktop application with a companion mobile app. MyFinanceTools is an independent web-based tracker built on the same no-bank-linking philosophy, accessible from any browser.
Yes, and it is the easiest migration of any tracker. Portfolio Performance exports securities, prices and all transactions to CSV (File, Export), and MyFinanceTools imports transactions or balances from CSV, TSV or Excel.
Portfolio Report, a community-run data service many Portfolio Performance users used for quotes, was discontinued in November 2025, which forced users to reconfigure price feeds. MyFinanceTools has no feeds to configure: stock, ETF and crypto prices are fetched and maintained server-side from 53+ exchanges.
No. Performance is shown as gains, losses and portfolio history rather than formal TWR/IRR figures. Our depth is elsewhere: ETF overlap and look-through X-ray, dividends, fee impact and goals, prebuilt and maintained for you.
A local file is the strictest possible model, and we will not pretend otherwise. What we match is the part that matters in practice: no bank or broker credentials, no account aggregation, manual/CSV data entry, and full CSV export so you can leave anytime, with the convenience of access from any device.
No, imports are CSV, TSV or Excel. Portfolio Performance’s community-built PDF importers for European brokers are genuinely useful; if your workflow depends on them, export their result to CSV and bring that across.
Yes. The public demo portfolio shows the full tracker with realistic sample data. No signup, no download, no configuration.
Your holdings, maintained prices, any device. Free to start.
Portfolio Performance is an open-source project by its respective authors; MyFinanceTools is not affiliated with or endorsed by it. Competitor details are from public sources, last verified August 2026, and may have changed. Portfolio figures shown are illustrative. Nothing here is financial advice.