
1. Portfolio PerformanceTop pick
Best for: Hands-on investors who want accurate, private return calculations across all their accounts
66.5
score / 100
Why switch from Sharesight
Free, open-source desktop app that keeps your data local, if you can enter trades yourself.
Pros
- Free and open source with no paid tier
- True time-weighted return and IRR across accounts
- Data stays local in an open XML file
- Many price data sources, including crypto
Cons
- No automatic broker syncing; transactions are imported or typed in
- Desktop interface feels technical for beginners
- Mostly German-speaking community and broker support
How this score is calculated
0 counted reviews, 0 up and 0 down votes. Full formula
Verified facts
4 of 4 verified- Platforms
- Windows, macOS, Linux
- Checked Oct 29, 2026portfolio-performance.info(opens source in a new tab)
- Return metrics
- True time-weighted return, IRR
- Checked Oct 29, 2026portfolio-performance.info(opens source in a new tab)
- Data storage
- Local XML, CSV/JSON export
- Checked Oct 29, 2026portfolio-performance.info(opens source in a new tab)
