Portfolio Performance vs Investoscope

Struggling to choose between Portfolio Performance and Investoscope? Both products offer unique advantages, making it a tough decision.

Portfolio Performance is a Office & Productivity solution with tags like portfolio, investment, stocks, funds, etfs, currencies, crypto, assets, gains, allocation, transactions.

It boasts features such as Performance analysis of stocks, funds, ETFs, currencies, cryptocurrencies, Calculation of realized and unrealized gains, Asset allocation tracking, Transaction logging, Customizable reports and charts and pros including Free and open source, Supports wide range of asset classes, Flexible transaction logging, Customizable and extensible.

On the other hand, Investoscope is a Business & Commerce product tagged with stock-analysis, financial-modeling, charting, screening, portfolio-management.

Its standout features include Customizable stock screeners, Charting tools, Financial modeling capabilities, Portfolio analysis, Fundamental data, Technical indicators, News/sentiment analysis, Risk analysis, Backtesting, Alerts/notifications, and it shines with pros like Powerful screening and filtering capabilities, In-depth analysis and modeling tools, Portfolio management and tracking, Customizable layouts and workflows, Real-time data and news, Educational resources and community.

To help you make an informed decision, we've compiled a comprehensive comparison of these two products, delving into their features, pros, cons, pricing, and more. Get ready to explore the nuances that set them apart and determine which one is the perfect fit for your requirements.

Portfolio Performance

Portfolio Performance

Portfolio Performance is an open source tool for analyzing the performance of investment portfolios. It allows you to track stocks, funds, ETFs, currencies, crypto and other assets to see realized and unrealized gains, asset allocation, transactions, etc. Useful for DIY investors to monitor their portfolios.

Categories:
portfolio investment stocks funds etfs currencies crypto assets gains allocation transactions

Portfolio Performance Features

  1. Performance analysis of stocks, funds, ETFs, currencies, cryptocurrencies
  2. Calculation of realized and unrealized gains
  3. Asset allocation tracking
  4. Transaction logging
  5. Customizable reports and charts

Pricing

  • Open Source

Pros

Free and open source

Supports wide range of asset classes

Flexible transaction logging

Customizable and extensible

Cons

Steep learning curve

Limited mobile support

Manual data entry can be tedious


Investoscope

Investoscope

Investoscope is a stock market analysis software tool that helps investors research and analyze stocks to make informed investment decisions. It provides customizable stock screeners, charting tools, financial modeling capabilities, and portfolio analysis features.

Categories:
stock-analysis financial-modeling charting screening portfolio-management

Investoscope Features

  1. Customizable stock screeners
  2. Charting tools
  3. Financial modeling capabilities
  4. Portfolio analysis
  5. Fundamental data
  6. Technical indicators
  7. News/sentiment analysis
  8. Risk analysis
  9. Backtesting
  10. Alerts/notifications

Pricing

  • Subscription-Based

Pros

Powerful screening and filtering capabilities

In-depth analysis and modeling tools

Portfolio management and tracking

Customizable layouts and workflows

Real-time data and news

Educational resources and community

Cons

Steep learning curve

Can be expensive for casual investors

Data quality depends on source

Complex features have cluttered UI