Portfolio Performance vs Xplan

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.

Xplan is financial planning and wealth management software for advice practices, from individual advisers to large networks. It supports work from client discovery and onboarding through advice implementation and ongoing reviews, with workflows, templates and automation. Modelling tools present strategies and products in charts, comparisons and visualisations; Xplan Portfolio supports building, reviewing and maintaining investment portfolios. Client data and documents sit alongside dashboards, workflow management and reporting. Compliance features include regulatory updates, compliance workflows and an audit trail of changes to client files and recorded activity. Xplan is modular and configurable, with options from essential tools to enterprise packages. It supports retail, face-to-face, online and telephone advice, and connects to third-party applications through standard or custom integrations; standard integrations rely on client permission. The hosted, web-based platform has an open API, and XplanTouch provides access on iOS and Android devices. Pricing depends on selected packages and modules and is available from Iress on request.