Portfolio Performance vs Stock Rover

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.

Stock Rover is a browser-based investment research platform covering stocks, ETFs, and funds across major North American exchanges. Its screening tools use financial metrics, ranking, and custom formulas; the platform also provides research reports, historical financial and market data, ratings, and investor warnings. Portfolio analytics cover performance, sector exposure, diversification, and risk, while paid plans add portfolio management with brokerage integration. Stock Rover is designed for individual investors and also offers features for financial professionals. It runs in a browser and requires no software installation. The free plan provides basic research on individual stocks and market monitoring. A 14-day trial requires no credit card and reverts to Free without charge, but trial members cannot export tables to CSV and have limited report access. The platform is for research, not trade execution. Annual plans include Premium at $348 a year, Premium Plus at $588 a year, Ultimate at $948 a year, and Ultimate Pro at $1,788 a year. Stock Rover says brokerage credentials are handled by Yodlee rather than by Stock Rover, and browser-server traffic uses HTTPS encryption.