Portfolio Performance vs QPLIX

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.

QPLIX is wealth management software for consolidating and managing portfolios and assets. It brings reporting, client relationship management, accounting, analytics, trading and client interfaces together. Its rule-based accounting creates entries when transactions arrive and can export them to other accounting systems. Reporting presents near-real-time asset information in multiple languages and currencies, with configurable layouts and automated report creation and distribution. Clients can use predefined or customized portals, tablet and smartphone apps, and client-specific branding. Integrated trading and rebalancing tools support portfolio management and order execution. The integration ecosystem includes bank data feeds, market data providers, service partners and formats such as Salesforce, SAP and Xero. QPLIX-Q runs in a browser on any operating system; Chrome and Firefox are supported if no more than six months old. The company describes its infrastructure as self-hosted and API-based, with European data centers certified to ISO 27001 and ISAE 3402 certification. Pricing is on request, and prospective customers can request a tailored demo after an initial conversation.