The platform provides many amazing features like the history of your transactions purchases, sales, fees, and taxes. However, it doesn’t provide a comprehensive view of the performance and shows simple indices and statements of assets with imprecise or incomplete data.
Most of the users noticed that it gives inaccurate results as generates graphs and charts which creates a misconception for them. People are not able to understand where the problem is coming like in asset classes, allocation, calculation, or in accounts.
Because of all these problems, people searching for Portfolio Performance alternatives to get more detailed dashboards, accurate statements, a single view of investments, and criteria-based decision-making to manage all kinds of economic conditions.
There are up to 11 Portfolio Performance Alternatives for several platforms, including Playstore, Apple. It has features like Finance-management. The best alternative to Portfolio Performance is Wallmine: Stocks & Bitcoin, which is Not Confirmed by Author yet. The other best apps like Portfolio Performance are Wealthfolio, AlphaTrackr, and AssetFolio.
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Portfolio Performance Information
11 Best Portfolio Performance Alternatives
1: Yahoo! Finance
Yahoo! Finance is a Finance Management Platform that enables users to get personalized news, alerts, and market positions. You can track the performance, crypto assets, and investment strategies using the portfolio tool. You can get stocks, ETFs, real-time quotes, crypto, bonds, currencies, commodities, equities, and personalized news. You can organize or compare the stock and sync your portfolios.
2: CityFALCON
CityFALCON is a Financial News Platform that provides news of markets, businesses, and financial institutions. You can get key headlines, relevancy scores, and watchlists to check stocks, private companies, locations, sectors, and organizations. You can dig deep into their information, analytics, and insights via text, voice, and videos in 50+ languages.
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Wallmine is a Financial Management Application that enables users to track the financial markets, quotes, earnings, portfolio, and filing analysis. You can check mutual fund records, cryptocurrencies, stock splits, dividend reinvestments, and more. You can get real-time news, alerts, analyst recommendations, performance benchmarks, and analyst estimates.
4: Wealthfolio
Wealthfolio is an open source investment tracker that allow users to keep their financial data safe in computers. It provides high and privacy and transparency. It comes up with various features like accounts aggregation, holding overview tracker, income tracker, accounts performance checker, goals tracker, contribution rooms and limit tracker, and much more.
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5: AssetFolio
AssetFolio is a Portfolio Tracker Software that allows users to track their assets, investments, funds, and other spending. The Platform enables you to keep your data and assets stored in encrypted and private storage space. You can get information on various aspects like price changes from online sources without entering your asset data.
6: Sharesight
Sharesight is a Portfolio and Investment Management Platform that enables users to track their investments, price, performance, crypto, ETFs, dividends, funds, and tax reporting. Using it, you can compare performance, automate your dividend tracking, watch corporate actions, and share your portfolio and tax reports.
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7: AlphaTrackr
AlphaTrackr is an Investment Portfolio Tracking Solution that enables users to track performance, analyze stocks, and build portfolios. You can manage portfolios and import a CSV file of your holdings, historical trades, and stocks. This tool allows you to monitor the weights of sectors, instruments, and regions.
8: Ghostfolio
Ghostfolio is a Wealth Management Platform that enables users to track trading stocks, ETFs, or cryptocurrencies. You can get a complete picture of your finances, pursue a buy-and-hold strategy, and get insights into your portfolio composition. You can manage stock purchases, investments in bonds, assets with fixed income, and financial liabilities.
9: Capitally
Capitally is an Investment Performance Platform that enables users to measure the performance of their spending. You can make investments, informed decisions, strategies, and plans to achieve your goals. It allows you to track all assets, aggregate accounts, compare allocation and returns, and more. You can compare dividends, rent, and income, and view yield, costs, and growth.
10: JStock
JStock is Stock Market Software that enables users to track their stock investments, make their best plan, and decide their best strategy. You can get a stock watchlist, current stock info, and intraday stock prices from multiple countries. You can calculate your net worth, access personal data, get 10 years of history, and search for good stocks, and foreign stocks.
11: Google Finance
Google Finance is a huge Finance Management Platform founded by Google, Inc. to get financial news, analytics, and international exchanges. You can get daily financial news of major corporations, their financial decisions, enterprise headlines, and events history. It also provides currency information, sector performance, listings, and news of the day.