Investment Account Manager vs Portfolio Performance
Investment Account Manager
investmentaccountmanager.comPortfolio Performance
portfolio-performance.infoSide by side
| Figure | Investment Account Manager | Portfolio Performance |
|---|---|---|
| Price from | $159/mo | $2.08/mo |
| Free plan | — | Yes |
| Free trial | Yes | Yes |
| Open source | — | — |
| Windows | Yes | Yes |
| macOS | — | Yes |
| Linux | — | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| Plans published | 2 | 3 |
| Spec score · Portfolio Management Software | 7.7 (#50) | 8.8 (#7) |
| Spec score · Stock Portfolio Management | 8.1 (#11) | 8.5 (#7) |
| Founded | 1985 | 2012 |
| Free plan | No | Yes |
| Performance reporting | Yes | Yes |
| Portfolio analysis | It offers allocation and rebalancing analysis, fund composition analysis, and performance comparisons against benchmarks. | It provides portfolio overviews, key figures, charts, historical price tracking, security classification, asset allocation, and rebalancing. |
| Purpose | Investment Account Manager is desktop portfolio management software for tracking investments and managing one or more portfolios. | The desktop application tracks securities portfolios across accounts and calculates performance using true-time weighted return and internal rate of return. |
| Tax-lot tracking | Yes | Yes |
Plans
Investment Account Manager
- IAM4 Individual New Activation$159 a month
- IAM4 Individual New Activation$159, paid once
Portfolio Performance
- DesktopFree
- Premium (Monthly)$3 a month
- Premium (Yearly)$25 a year
In their own words
Investment Account Manager
Investment Account Manager has no write-up on Specifiction yet; its figures are above.
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.