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Invesh vs Portfolio Performance

Invesh

invesh.io

Portfolio Performance

portfolio-performance.info

Side by side

FigureInveshPortfolio Performance
Price fromFree$2.08/mo
Free planYesYes
Free trial—Yes
Open source——
WebYes—
Windows—Yes
macOS—Yes
Linux—Yes
iOS—Yes
Android—Yes
Plans published13
Spec score · Investment Tools6.8 (#14)8.8 (#4)

Plans

Invesh

  • PreviewFree

Invesh pricing →

Portfolio Performance

  • DesktopFree
  • Premium (Monthly)$3 a month
  • Premium (Yearly)$25 a year

Portfolio Performance pricing →

In their own words

Invesh

Invesh has no write-up on Specifiction yet; its figures are above.

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Portfolio Performance

Portfolio Performance is a free desktop application for tracking securities portfolios across accounts. It calculates performance using true-time weighted return and internal rate of return, and provides overviews, key figures, charts, and historical price tracking. Users can classify securities, examine asset allocation and risk, plan rebalancing, and track tax lots. Purchases, sales, taxes, fees, and other transactions can be entered, or statements can be imported from online banks and brokers. Historical prices can come from sources such as HTML, JSON, Yahoo Finance, Quandl, AlphaVantage, and CoinGecko, as well as a built-in provider for German and US stocks. Portfolio data is stored in XML and can be exported as CSV or JSON. The mobile app reads a desktop portfolio file for viewing and analysis, but does not allow edits. It supports iOS and Android; the desktop application runs on Linux, macOS, and Windows. Optional mobile subscriptions are listed at $3 a month or $25 a year. The project began in 2012, and its source code is licensed under the Eclipse Public License 1.0.

Visit portfolio-performance.info