Overflow vs Portfolio Performance
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
Overflow
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With Overflow you can create lists. Not normal lists - well, yes, also normal lists - but, in particular, complex data structures. An example may be finances: your bank account, the amount of your investment or the value of the properties you own. You can see the total value or access various subcategories to analyze the entries in detail, keeping them divided by topic. Or prepare Christmas gift lists, with related prices, or the checklist of movies to watch, or books to read. And totals can be summed up or calculated separately. You can also plan a trip setting a budget, and checking at any time whether you're respecting it or not. EVERYTHING ON HAND, EVEN THE PAST Everything changes, even your lists. Or bank account. Or the list of Bluray you've loaned to John. But it's also very useful to compare values with those - for example - of one, two, five years ago. Did I earn more money? Did I spend more than I should have? With Overflow, at any time, you can create a "snapshot" of the current situation, so you always have a backup copy in case the cat would have fun with your device. FAR FROM PRYING EYES Overflow is a modular app. This means that it can be easily expanded in the future. One of the first expansions (freely included with the app) lets you protect the most personal data, or all if you prefer. So, those curious friends who take your phone "just to make a quick call" will no longer have your business done. Or, much more important, they will remain safe from less recommendable individuals than curious friends! Your data is safe, and you have full control over everything.
Portfolio Performance
Track your investments confidently with this mobile companion to a desktop application. It securely syncs your financial data via cloud storage and performs all calculations locally. View statements, charts, earnings, and more, with an optional premium subscription for enhanced dashboard features.
- Investment tracking
- Secure data synchronization
- Local data calculations
- Asset statements and charts
- Performance views and charts
- Earnings and taxonomy analysis
- Dark mode support
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Track your investments. Confidentially. Portfolio Performance is the mobile companion for users of the popular free and open-source Portfolio Performance desktop application. This app is your gateway to tracking investments on the move, complementing the desktop version's capabilities. Edit and maintain your transaction history on the desktop, then view and analyze your investments on your device. How does it work? The mobile application reads the same data file as the desktop version. When you assign a password, the file is secured with industry-standard AES256 encryption. Choose your preferred cloud storage provider, like iCloud, Google Drive, or OneDrive, for file synchronization. Your financial transaction history remains confined to your phone, with all calculations performed locally. What features are supported? • Update historical prices with the "Historical Prices" configuration for Portfolio Report, HTML, JSON, CoinGecko, Eurostat, and Yahoo Finance (Note: "Latest Price" configuration is not yet supported). • View statements of assets and related charts. • Access performance views and charts. • Earnings view, including yearly and monthly charts. • Taxonomies, including pie charts and rebalancing information. • Exchange rates, including updates of reference rates from the ECB. • Filters to restrict calculations and charts to specific accounts and/or classifications from any taxonomy. • Support for 29 of the 46 dashboard widgets available in the desktop version. • Analysis for all reporting periods (Note: Reporting periods based on "trading days" using a trade calendar are not yet supported). • Dark mode. What is included in the subscription? Portfolio Performance offers an optional 'Premium' subscription, which unlocks dashboards and supports future development of Portfolio Performance. With this subscription, you can view all dashboards created in the desktop application and also create and edit mobile dashboards, tailoring them to your specific information needs on the mobile screen. Please note: Payment will be charged to your Apple ID account at the confirmation of purchase. Subscription automatically renews unless it is canceled at least 24 hours before the end of the current period. Your account will be charged for renewal within 24 hours prior to the end of the current period. You can manage and cancel your subscriptions by going to your account settings on the App Store after purchase. Privacy Policy: https://www.portfolio-performance.app/privacy-policy Terms of Use: https://www.apple.com/legal/internet-services/itunes/dev/stdeula/
Screenshots
Verdict
The clearest difference is price: Portfolio Performance at Free against Overflow's $0.99. Portfolio Performance also leads on update cadence (monthly vs every 20 months). Overflow's advantage is in-app purchases (none vs 2) and iOS requirement (9.0 vs 15.0). On ads and device support there is nothing between them.
Scored on Price · Rating · Positive reviews · Number of ratings · Update frequency · Ads · In-app purchases · Monetization · Best chart rank · Devices · Requires iOS
Portfolio Performance is free to download; Overflow costs $0.99 up front. Portfolio Performance sells 2 in-app purchases, starting at $3.00 per month. Overflow asks for nothing beyond the download.
Overflow ships an update every 20 months, Portfolio Performance monthly. The most recent releases landed on October 13, 2026 and October 14, 2026 respectively.
| Parameter | Overflow | Portfolio Performance |
|---|---|---|
| Price | $0.99 | Free — better |
| Rating | — | 4.2 (5 ratings) — better |
| Positive reviews | — | 81.7% of reviews |
| Number of ratings | — | 5 — better |
| Update frequency | Every 20 months | Monthly — better |
| Ads | No | No |
| In-app purchases | No — better | Yes |
| Monetization | — | Freemium |
| Devices | iPhone, iPad, iPod | iPhone, iPad, iPod |
| Requires iOS | 9.0 — better | 15.0 |
| Further details — not scored | ||
| Size | 2 MB | 57 MB |
| Age rating | 4+ | 17+ |
| Developer | Lemonskin | MSM Mannheimer Software-Manufaktur UG (haftungsbeschränkt) |
In-app purchases
Overflow
No in-app purchases
Portfolio Performance
- Premium (Monthly)7 Days trial$3.001 Month
- Premium (Yearly)14 Days trial$25.001 Year
Questions
Is Overflow free?
Is Portfolio Performance free?
Do Overflow or Portfolio Performance have ads?
Which is updated more often, Overflow or Portfolio Performance?
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