Pure Benchmarks · Comparison

Portfolio Performance App Alternatives in 2026

Short answer

Portfolio Performance is a free, open-source desktop app that calculates true time-weighted return and internal rate of return from transactions you record yourself. People look for an alternative when they want accounts to sync automatically, a web or phone view without managing a file, or a comparison against something other than an index. Sharesight is the strongest for multi-broker records and tax reports, Snowball Analytics for dividend tracking on a free plan, Kubera for wealth beyond brokerage accounts, and Pure Benchmarks for comparing your results with real investors taking the same risk.

Portfolio Performance has a loyal following for good reasons. It is free, it is open source, it runs on Windows, macOS and Linux, it keeps your data in a file you control, and its return calculations are careful. The trade-off is that you are the data feed. Every buy, sell, dividend and fee is a transaction you enter or import, and the result is only as current as your last session. This page compares it with four tools that make different trade-offs.

Portfolio Performance and four alternatives

Tool	Cost	How data gets in	What results are compared with
Portfolio Performance	Free, open source (Eclipse Public License)	Transactions you record or import; data kept in a local file	Securities or indices you choose
Sharesight	Free up to 10 holdings, paid plans above	Broker connections and imports	Any supported stock, ETF or fund, on paid plans
Snowball Analytics	Free plan for 1 portfolio and 10 holdings, paid tiers above	Broker connections and imports	Index funds on the free plan, any asset on higher tiers
Kubera	$250 a year, $2,500 for Black, 14-day trial	Account connections plus manual assets	Indices, and Kubera customers with similar net worth
Pure Benchmarks	Free account	Read-only brokerage and retirement connections	Real investors in the same risk category, and your own earlier portfolio

Read from each vendor’s own site in September and October 2026. Pure Benchmarks is our own product. Prices change, so confirm on the vendor’s site.

Why people look for a Portfolio Performance alternative

The common reasons are practical rather than about accuracy. Recording every transaction by hand or by statement import takes time, and a missed dividend or fee quietly skews the return. The desktop file has to be kept and backed up. And the comparison it offers is against securities or indices, which tells you whether you beat a market but not whether you did well for the risk you were taking.

If you want the same rigour with less data entry

Sharesight is the closest match in spirit. It is built around accurate performance and dividend records across brokers and currencies, separates capital gains from income and currency movement, and produces tax reports. Benchmarking against any fund you choose sits on the paid plans. The free plan covers up to 10 holdings.

If dividends are the point

Snowball Analytics focuses on dividend income, projections and filters, with a permanent free plan for one portfolio and ten holdings that includes limited benchmarking against index funds. It also lets you browse public portfolios of other users, which are self-reported and self-selected rather than verified.

If your wealth is more than a brokerage account

Kubera tracks stocks, crypto, real estate and private holdings in one balance sheet and calculates IRR across them. It has no permanent free tier. Its benchmarks include aggregated data from Kubera customers with similar net worth, which is a peer comparison matched on wealth rather than on portfolio risk.

If the question is whether you are doing well

Pure Benchmarks, our own product, connects read-only to brokerage and retirement accounts, so transactions do not need to be entered. It ranks your return against real investors holding a similar risk level, and Decision Benchmark scores each change you make against the portfolio you held before it. It does not do tax reporting or track non-market assets.

Your current platform won't show you how your portfolio ranks against real investors in the same risk category. Create your secure Pure Benchmarks account and see exactly where you stand.

See Your Free Benchmark Report

Frequently asked questions

Is Portfolio Performance free?

Yes. Portfolio Performance is free and open source under the Eclipse Public License, with desktop versions for Windows, macOS and Linux.

What is the best alternative to Portfolio Performance?

It depends on why you are leaving. For accurate multi-broker records and tax reports, Sharesight. For dividend tracking on a free plan, Snowball Analytics. For wealth beyond brokerage accounts, Kubera. For comparing your results with real investors taking the same risk, Pure Benchmarks.

Is there a Portfolio Performance alternative that syncs with my broker?

Sharesight, Snowball Analytics, Kubera and Pure Benchmarks all offer account connections, so transactions arrive without manual entry. Coverage varies by broker and country.

Does Portfolio Performance calculate time-weighted return?

Yes. It calculates true time-weighted rate of return and internal rate of return from the transactions recorded in your file.

Can any of these compare my portfolio with other investors?

Kubera compares against customers with a similar net worth, and Snowball Analytics lets you browse public portfolios. Pure Benchmarks ranks you against verified linked portfolios in the same risk category, so the comparison controls for how much risk each investor is taking.

Keep exploring

See how portfolios at a specific firm rank against real investors everywhere else:

New here? Read the portfolio benchmarking FAQ or the Pure Benchmarks blog.

This page is an information baseline for comparison only. It is not investment advice and not a recommendation to buy, sell, replace, or transfer any specific asset, account, or firm. Past performance does not guarantee future results. All figures shown are illustrative.