1
Also covers investment · free
Portfolio Performance calculates investment returns across accounts using time-weighted return or internal rate of return methods.
Alternatives
The Best Portfolio Alternatives in 2026
22 alternatives3 free · 13 open source
Looking for something like Portfolio? Here are 22 alternatives, ranked by how closely they match it on purpose, features and platforms. Of these, 3 are free or have a free plan and 13 are open source.
Portfolio Performance tracks and evaluates investment portfolio performance across stocks, cryptocurrencies, and other assets.
Top picks at a glance
First suggestionPortfolio PerformancePortfolio Performance calculates investment returns across…Open source optiontickerThe ticker project tracks stock, cryptocurrency, and…Another optionPortfolioVisualizerPortfolio Visualizer offers online tools for portfolio…
Quick comparison
| # | Alternative | Pricing | Open source | Platforms |
|---|---|---|---|---|
| 1 | Portfolio Performance | Free | Not stated | Android, iOS, Linux |
| 2 | PortfolioVisualizer | — | Not stated | Web |
| 3 | Quiver Quantitative | Freemium | Not stated | Android, iOS, Web |
| 4 | Koyfin | — | Not stated | Web |
| 5 | Wokelo | — | Not stated | Web |
| 6 | OpenBB Terminal | — | Not stated | Web |
| 7 | ticker | — | Yes | — |
| 8 | Paisa | Free | Yes | Linux, macOS, Windows |
| 9 | StockTicker | — | Yes | Android, iOS |
| 10 | Bagels | — | Yes | Linux, macOS, Windows |
All Portfolio alternatives
2
PortfolioVisualizer
portfoliovisualizer.comAlso covers investment
Portfolio Visualizer offers online tools for portfolio backtesting, simulations, asset allocation, optimization, and investment analysis.
3
Also covers investment · free plan
Quiver Quantitative provides investment research tools and data for tracking market forces.
4
Koyfin
koyfin.comAlso covers investment
Koyfin provides market research, portfolio analysis, and report tools covering equities, funds, foreign exchange, bonds, and other markets.
5
Wokelo
wokelo.aiAlso covers investment
Wokelo automates investment deal sourcing, research, due diligence, and strategy using AI agents and a company database.
6
OpenBB Terminal
openbb.coAlso covers investment
OpenBB provides a financial workspace for investment teams to bring together data, workflows, and AI, with a lightweight workspace available.
7
Also covers open source · same kind of open-source project
The ticker project tracks stock, cryptocurrency, and derivatives prices and positions in real time from a terminal.
8
Also covers open source · free
Paisa supports personal finance management, including investment tracking, expense categories, budgeting, and money management.
9
Also covers open source · same kind of open-source project
StockTicker displays a financial portfolio in a resizable home screen widget for iOS or Android.
10
Also covers open source · same kind of open-source project
Bagels tracks and analyzes expenses and money flow through a terminal-based interface.
11
Ghostfolio
ghostfol.io/en/startGhostfolio provides a personal finance dashboard for tracking net worth across cash, stocks, ETFs, and cryptocurrencies.
12
Also covers open source · same kind of open-source project
GreenStash helps Android users plan savings goals and build a saving habit in an open-source app.
13
Also covers open source · same kind of open-source project
TradingView Webhook Bot sends alerts to Telegram, Discord, Slack, Twitter, and email when it receives TradingView webhooks.
14
Also covers open source · same kind of open-source project
Denaro helps manage personal finances, including multiple accounts and transactions, through its desktop application.
15
Also covers open source · same kind of open-source project
Easy Invoice PDF provides in-browser invoice creation with customizable templates, PDF export, and no sign-up requirement.
16
Also covers open source · same kind of open-source project
This Android personal finance app is described as local-first, encrypted, self-hosted, and able to sync across devices.
17
Also covers open source · same kind of open-source project
This utility converts a broker's transaction history export into a format that can be imported into Ghostfolio.
18
Also covers open source · same kind of open-source project
Built with Next.js, TypeScript, and Shadcn, this Invoify app generates invoices, according to its repository description.
19
Also covers open source · same kind of open-source project
tickrs displays real-time ticker data in a terminal, with data sourced from Yahoo Finance.
20
Also covers open source · same kind of open-source project
This collection brings together TradingView Pine Script resources, including indicators, strategies, libraries, tools, and learning materials.
21
Blockstats calculates cryptocurrency taxes, creates tax forms, and tracks portfolios, with support for Form 8949, Schedule D, and TurboTax.
22
Candle
gitlab.com/cosmosapps/candleThe Candle project tracks the stock market in real time, with its source code and project details on GitLab.
No alternatives match this filter.
Alternatives to similar tools
Portfolio Performance8 alternativesGreenStash13 alternativesKoyfin21 alternativesStockTicker14 alternativesBagels18 alternativesTradingView-Webhook-Bot15 alternatives
What is the best alternative to Portfolio?
Based on features, tags and platforms, the closest alternatives to Portfolio are Portfolio Performance, PortfolioVisualizer, and Quiver Quantitative.
Is there a free alternative to Portfolio?
Yes. Portfolio Performance, Quiver Quantitative, and Paisa are free or offer a free plan.
Are there open-source alternatives to Portfolio?
Yes: ticker, Paisa, StockTicker, and Bagels.
Alternatives are suggested from the purpose and features described in our listings. Different pages for the same product appear once. Read each description to check whether it fits your task. How we choose alternatives · Suggest an alternative