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Portfolio Performance alternatives: 3 apps ranked by verified data

Facts checked Nov 1, 2026AppBreakup editorialHow we rank

Common reasons people leave Portfolio Performance: no automatic broker syncing; transactions are imported or typed in, and desktop interface feels technical for beginners. We ranked 3 alternatives by how directly each one replaces Portfolio Performance, then by reviews, real visits and how recently each app's facts were checked against its own website. Monarch Money currently ranks first.

Quick comparison

#AppPricingOpen sourcePlatformsVerified factsScore
1Ghostfolio logoGhostfolioOpen sourceYesWeb, Self-hosted3 of 366.5
2Sharesight logoSharesightFree plan + paidNoWeb7 of 762.6
  1. Ghostfolio logo

    1. GhostfolioTop pick

    Best for: Privacy-minded investors who want a self-hostable web dashboard for their portfolio

    Open sourceSelf-hostableWeb, Self-hosted

    66.5

    score / 100

    Why switch from Portfolio Performance

    Open-source web app you can self-host, so you can check your portfolio from any device.

    Pros

    • Open source and self-hostable
    • Works in any browser, including phones
    • Clear allocation and performance views

    Cons

    • No automatic broker or bank syncing
    • Self-hosting needs a server and some Docker knowledge
    • Some data features need the paid hosted plan
    Visit Ghostfolio Details and reviews
    How this score is calculated
    Editorial fit ×0.3100
    Reviews ×0.363
    Clicks (90 days) ×0.150
    Freshness ×0.1585
    Votes ×0.150

    0 counted reviews, 0 up and 0 down votes. Full formula

    Is Ghostfolio a good Portfolio Performance alternative?

    Verified facts

    3 of 3 verified
    License
    AGPL-3.0
    Checked Nov 1, 2026github.com(opens source in a new tab)
    Type
    Open-source wealth management software
    Checked Nov 1, 2026github.com(opens source in a new tab)
    Tech stack
    Angular, NestJS, Prisma
    Checked Nov 1, 2026github.com(opens source in a new tab)
  2. Sharesight logo

    2. Sharesight

    Best for: Dividend and long-term investors who want automatic tracking across brokers and tax reports

    Free plan + paidWeb

    62.6

    score / 100

    Why switch from Portfolio Performance

    Hosted tracker that imports trades from many brokers and handles dividends automatically.

    Pros

    • Imports trades from many brokers
    • Dividends and corporate actions recorded automatically
    • Tax reports you can share with an accountant
    • Free plan for small portfolios

    Cons

    • Free plan is capped at 10 holdings
    • Advanced reports only on higher paid plans
    • Your data lives on Sharesight's servers
    Visit Sharesight Details and reviews
    How this score is calculated
    Editorial fit ×0.387
    Reviews ×0.363
    Clicks (90 days) ×0.150
    Freshness ×0.1585
    Votes ×0.150

    0 counted reviews, 0 up and 0 down votes. Full formula

    Is Sharesight a good Portfolio Performance alternative?

    Verified facts

    7 of 7 verified
    Free plan
    Yes, 1 portfolio, 10 holdings
    Checked Nov 1, 2026sharesight.com(opens source in a new tab)
    Broker imports
    200+ brokers
    Checked Oct 30, 2026sharesight.com(opens source in a new tab)
    Markets
    60+
    Checked Oct 30, 2026sharesight.com(opens source in a new tab)
    Security
    SOC 2, GDPR, 2FA
    Checked Oct 30, 2026sharesight.com(opens source in a new tab)
    Starting price
    $7 per month, billed annually (Starter)
    Checked Nov 1, 2026sharesight.com(opens source in a new tab)
    Standard plan
    $18 per month, billed annually
    Checked Nov 1, 2026sharesight.com(opens source in a new tab)
    Premium plan
    $23.25 per month, billed annually
    Checked Nov 1, 2026sharesight.com(opens source in a new tab)

The best Portfolio Performance alternative for…

The highest-ranked app in this list for each need.

Monarch Money logo

Best Portfolio Performance alternative for most people

Monarch Money

Budgeting app that also tracks investment accounts, if you want net worth and spending together.

Ghostfolio logo

Best Portfolio Performance alternative for a free option

Ghostfolio

Open-source web app you can self-host, so you can check your portfolio from any device.

Sharesight logo

Best Portfolio Performance alternative for a free plan you can upgrade

Sharesight

Hosted tracker that imports trades from many brokers and handles dividends automatically.

Ghostfolio logo

Best Portfolio Performance alternative for open source

Ghostfolio

Open-source web app you can self-host, so you can check your portfolio from any device.

Ghostfolio logo

Best Portfolio Performance alternative for self-hosting

Ghostfolio

Open-source web app you can self-host, so you can check your portfolio from any device.

Monarch Money logo

Best Portfolio Performance alternative for iPhone and Android

Monarch Money

Budgeting app that also tracks investment accounts, if you want net worth and spending together.

Monarch Money logo

Best Portfolio Performance alternative for working in the browser

Monarch Money

Budgeting app that also tracks investment accounts, if you want net worth and spending together.

Portfolio Performance alternatives: common questions

What is the best alternative to Portfolio Performance?

Monarch Money ranks first right now. Budgeting app that also tracks investment accounts, if you want net worth and spending together. Ghostfolio and Sharesight follow it in our ranking.

Is there a free alternative to Portfolio Performance?

Yes. Ghostfolio (open source) and Sharesight (free plan + paid) have a free option. Check each app's verified facts for current plan limits.

Is there an open-source alternative to Portfolio Performance?

Yes: Ghostfolio. Ghostfolio can also be self-hosted.

Why do people switch from Portfolio Performance?

The complaints we hear most: no automatic broker syncing; transactions are imported or typed in; desktop interface feels technical for beginners; mostly German-speaking community and broker support.

How is this list ranked?

Every app is scored with the same published formula: how directly it replaces Portfolio Performance, reviews (weighted by verification), visits from AppBreakup, how recently its facts were checked against its own website, and reader votes.