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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
1Monarch Money logoMonarch MoneyPaidNoWeb, iOS, Android5 of 567.6
  1. Monarch Money logo

    1. Monarch MoneyTop pick

    Best for: Couples and households who want every account, budget and goal in one shared, automatic view

    PaidWeb, iOS, Android

    67.6

    score / 100

    Why switch from Portfolio Performance

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

    Pros

    • Links to 13,000+ institutions through several data providers
    • Partner or financial professional included at no extra cost
    • Budgets, recurring bills, net worth and goals in one place
    • Works on web, iOS and Android
    • No ads; revenue comes from subscriptions

    Cons

    • No free tier after the one-week trial
    • Relies on bank connections, which can need relinking
    • Forecasting and deeper investment tools need the Plus tier
    Visit Monarch Money Details and reviews
    How this score is calculated
    Editorial fit ×0.346
    Reviews ×0.363
    Clicks (90 days) ×0.15100
    Freshness ×0.15100
    Votes ×0.150

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

    Is Monarch Money a good Portfolio Performance alternative?

    Verified facts

    5 of 5 verified
    Price
    $99.99/year or $14.99/month
    Checked Oct 29, 2026monarch.com(opens source in a new tab)
    Free trial
    First week free
    Checked Oct 29, 2026monarch.com(opens source in a new tab)
    Refunds
    No-questions-asked money-back guarantee
    Checked Oct 29, 2026monarch.com(opens source in a new tab)
    Institutions
    13,000+
    Checked Oct 29, 2026monarch.com(opens source in a new tab)
    Collaboration
    Partner or professional at no extra cost
    Checked Oct 29, 2026monarch.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.