Comparison

Net Worth by BalanceViewer vs Portfolio Performance

Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.

Head to head
About

Net Worth by BalanceViewer

Track your financial portfolio by updating account balances monthly. This app supports numerous currencies and investment types, providing a clear overview of your net worth without requiring sensitive data or bank linking.

Highlights
  • Monthly balance updates
  • Supports 162 currencies
  • Tracks stocks, ETFs, Mutual Funds
  • Tracks 8000+ cryptocurrencies
  • Anonymous tracking
  • Income and expense calculation
  • Cross-device synchronization
Features
Read full description

BalanceViewer supports 162 world currencies, 8000+ cryptocurrencies, and cover all US stocks, ETFs, and Mutual Funds (more than 120 000 in total). Get control over your finances in less time by tracking only account balances on a monthly basis. Use the app anonymously, without creating an account or providing any sensitive data about yourself. =============== --HOW IT WORKS-- =============== 1. Update account balances once a month; 2. Track all your income; 3. Check your financial overview, including all your expenses*. *expenses are calculated automatically using the following formula: expenses = start balance + income for the selected period – end balance. SEE YOUR NET WORTH AT A GLANCE: BalanceViewer provides a snapshot of your financial situation at any point of time reduced to a few numbers. THE FASTEST INCOME & EXPENSES TRACKER: Forget about tracking every single transaction! Now you will only need 5 MINUTES per month! SIMPLIFY YOUR FINANCES: • View all your assets and liabilities in one place. • Custom lists let you combine accounts. • Detailed income statistics for any period of time. • Charts track individual accounts, lists and total balance histories. • Reminders ensure you will never forget to update your wealth on a regular basis. • No advertising. MULTI-CURRENCY: • Currency conversion into the currency of your choice. • Exchange rates updated daily. • 162 world currencies supported • Works worldwide. SYNCHRONIZED & SECURE: • Synchronization between devices via social networks. • Manage your data on multiple devices via Google or Facebook account. • Protect your data with Passcode, FaceID or TouchID. • No registration required. • No bank account linking. Visit us at: https://www.balanceviewer.com/ We'd love to get your feedback. To let us know about any problems, questions or suggestions, feel free to send us a message at support@balanceviewer.com. Terms and Conditions - https://www.balanceviewer.com/terms.html

About

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.

Highlights
  • Investment tracking
  • Secure data synchronization
  • Local data calculations
  • Asset statements and charts
  • Performance views and charts
  • Earnings and taxonomy analysis
  • Dark mode support
Features
Read full description

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

Net Worth by BalanceViewer4 screens
Portfolio Performance4 screens

Verdict

The call

The clearest difference is ratings volume: Net Worth by BalanceViewer at 106 against Portfolio Performance's 5. Portfolio Performance's advantage is review sentiment (82% vs 72%). On price, rating, update cadence and ads 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

CostPrice · In-app purchases · Ads · Monetization

Both are free to download. Net Worth by BalanceViewer sells 3 in-app purchases, starting at $2.99 per month and Portfolio Performance sells 2 in-app purchases, starting at $3.00 per month. Whichever you choose, the download price is not the number that matters.

ReceptionRating · Positive reviews · Number of ratings

Net Worth by BalanceViewer holds the better App Store score, 4.4 against 4.2. That said, the two scores are not equally well evidenced: Net Worth by BalanceViewer has 106 ratings behind it against 5, so its average is the more settled of the two. Written reviews complicate that: 72% of Net Worth by BalanceViewer's written reviews are positive against 82% of Portfolio Performance's, so the app with the better star average is not the one people write more warmly about.

UpkeepUpdate frequency

Net Worth by BalanceViewer ships an update every 2 months, Portfolio Performance monthly. The most recent releases landed on October 29, 2026 and October 30, 2026 respectively.

Scorecard2 real differences · 8 level
Net Worth by BalanceViewer versus Portfolio Performance: the parameters behind the verdict, then further details
ParameterNet Worth by BalanceViewerPortfolio Performance
PriceFreeFree
Rating4.4 (106 ratings) — better4.2 (5 ratings)
Positive reviews72.5% of reviews81.7% of reviews — better
Number of ratings106 — better5
Update frequencyEvery 2 monthsMonthly — better
AdsNoNo
In-app purchasesYesYes
MonetizationFree with in-app purchasesFreemium
DevicesiPhone, iPad, iPodiPhone, iPad, iPod
Requires iOS15.015.0
Further details — not scored
Size35 MB57 MB
Age rating4+17+
DeveloperArtem LaninMSM Mannheimer Software-Manufaktur UG (haftungsbeschränkt)

Customer experience

Net Worth by BalanceViewer

All ratings106 ratings
Positive82.1%
Neutral5.7%
Negative12.3%
Written reviews69 reviews
Positive72.5%
Neutral7.2%
Negative20.3%

Portfolio Performance

All ratings5 ratings
Positive80.0%
Neutral0.0%
Negative20.0%
Written reviews71 reviews
Positive81.7%
Neutral7.0%
Negative11.3%

Bugs and requests

Net Worth by BalanceViewer

Reported bugs

14 issues
  • Data lost after phone replacement
  • Cloud backup has no data
  • Copy-pasting balance changes to zero
  • Chart not reflecting data after phone change
  • Fast reconcile crashes
Show 9 more
  • Data doesn't transfer to new phone
  • UK equities priced incorrectly
  • App assumes USD for GBP assets
  • Currency conversion issues
  • Cannot find American Dollar
  • App shows pounds instead of millions
  • Amounts rounded, no cents
  • No results found when entering currency
  • Chart buttons not visible on smaller screens

Requested features

13 requests
  • iOS 26 update
  • Ability to organize by asset type
  • Ability to re-order accounts
  • Export data option
  • One-time purchase option instead of subscription
Show 8 more
  • Add cents functionality
  • Improved UK equity pricing
  • Display market value for equities
  • More charting and analysis options
  • iCloud integration for data transfers
  • Dark mode
  • Advanced analytics dashboard
  • Option to take photos of expenses

Portfolio Performance

Not enough reviews yet to summarise bugs or requests.

In-app purchases

3 purchases

Net Worth by BalanceViewer

Subscriptions2
  • Net Worth Tracker: Monthly$2.991 Month
  • Net Worth Tracker: Yearly$19.991 Year
One-time1
  • Net Worth Tracker: Lifetime$49.99
2 purchases

Portfolio Performance

Subscriptions2
  • Premium (Monthly)7 Days trial$3.001 Month
  • Premium (Yearly)14 Days trial$25.001 Year

Questions

Is Net Worth by BalanceViewer free?
Net Worth by BalanceViewer is free to download, with in-app purchases available.
Is Portfolio Performance free?
Portfolio Performance is free to download, with in-app purchases available.
Which has better reviews, Net Worth by BalanceViewer or Portfolio Performance?
Net Worth by BalanceViewer is rated higher. Net Worth by BalanceViewer averages 4.4 out of 5 from 106 ratings, while Portfolio Performance averages 4.2 from 5 ratings.
Do Net Worth by BalanceViewer or Portfolio Performance have ads?
Neither Net Worth by BalanceViewer nor Portfolio Performance shows ads.
Which is updated more often, Net Worth by BalanceViewer or Portfolio Performance?
Net Worth by BalanceViewer ships an update every 2 months, and Portfolio Performance monthly. Most recently, Net Worth by BalanceViewer was updated on October 29, 2026 and Portfolio Performance on October 30, 2026.

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