Comparison

Holistic Portfolio Tracker 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

Holistic Portfolio Tracker

Manage all your investments, from stocks and crypto to real estate and collectibles, in one place. Get a clear overview of your assets and performance without the need for spreadsheets. Achieve financial freedom with an easy and enjoyable tracking experience.

Highlights
  • Track stocks, ETFs, and bonds
  • Monitor cryptocurrencies and NFTs
  • Manage real estate investments
  • Record other assets like art and cars
  • Synchronize cash and savings accounts
  • Anonymous sign-up and usage
Read full description

Der Portfolio-Tracker für wirklich alle Assets. Egal ob Wertpapiere, Krypto, Immobilien, Cash oder andere Assets. Mit deinem Holistic-Dashboard hast du dein Vermögen und deine Performance zu jeder Zeit im Blick. Nie wieder Excel-Chaos. Nie wieder Rätselraten, wo und wie du stehst. Vergiss Tabellenkalkulationen und verwalte alle deine Investitionen an einem Ort. Wenn du neben Aktien & ETFs auch noch Immobilien, Kunst besitzt und einen Oldtimer in der Garage stehen hast, ist Holistic dein richtiger Partner! Unsere Mission ist deine finanzielle Freiheit. Und wir glauben der Weg dorthin sollte einfach sein und Spass machen! WERTPAPIERE Mit uns behältst du die Übersicht über alle deine Aktien, ETFs und sogar Anleihen. Du kannst alles in von dir entworfenen Portfolios organisieren aber auch in der Gesamtübersicht sehen. Aktuelle Kurse von unserem Partner Lang & Schwarz sorgen für einen stets aktuellen Überblick. KRYPTO Tracke deine Bitcoins, AltCoins und NFTs an einem Ort. Mit Holistic bekommst du eine ganzheitliche Übersicht, über dein Krypta-Chaos oder entwickelst eine ganzheitliche Strategie, um mit Kryptowährungen wirklich nachhaltig erfolgreich zu werden. IMMOBILIEN Behalte die Übersicht und gewinne ganz neue Einblicke. Private und vermietete Immobilien kannst du bei Holistic ganzheitlich erfassen. Sogar Bruttomiete, Nettomiete und Kredite (Annuitätendarlehen, Tilgungsdarlehen) lassen sich eingeben. So hast du Einnahmen, Ausgaben und deine Rendite jederzeit im Blick. SONSTIGE ASSETS Als holistischer Anleger magst du es einige deiner Assets auch anfassen zu können. Gold, Kunst, Oldtimer und alle anderen Assets kannst du mit Holistic ganz einfach in deine Tasche stecken. CASH Deine Giro-, Tagesgeld- und Festgeldkonten kannst du mit wenigen Klicks synchronisieren. Und auch deine Schließfächer werden endlich nicht mehr vergessen. SCHNELL, EINFACH & ANONYM Bei Holistic kannst du dich anonym anmelden und auch anonym bleiben. Deine Assets sind zumeist in wenigen Minuten importiert. Es ist kinderleicht und blitzschnell.

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

Holistic Portfolio Tracker4 screens
Portfolio Performance4 screens

Verdict

The call

The clearest difference is in-app purchases: Holistic Portfolio Tracker at none against Portfolio Performance's 2. Holistic Portfolio Tracker also leads on review sentiment (95% vs 83%) and update cadence (fortnightly vs monthly). On price, ads, device support and iOS requirement 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. Portfolio Performance sells 2 in-app purchases, starting at $3.00 per month. Holistic Portfolio Tracker asks for nothing beyond the download.

UpkeepUpdate frequency

Holistic Portfolio Tracker ships an update fortnightly, Portfolio Performance monthly. The most recent releases landed on September 19, 2026 and September 26, 2026 respectively.

Scorecard4 real differences · 6 level
Holistic Portfolio Tracker versus Portfolio Performance: the parameters behind the verdict, then further details
ParameterHolistic Portfolio TrackerPortfolio Performance
PriceFreeFree
Rating—5.0 (3 ratings) — better
Positive reviews95.0% of reviews — better82.9% of reviews
Number of ratings—3 — better
Update frequencyFortnightly — betterMonthly
AdsNoNo
In-app purchasesNo — betterYes
MonetizationFree — betterFreemium
DevicesiPhone, iPad, iPod, Mac — betteriPhone, iPad, iPod
Requires iOS12.0 — better13.0
Further details — not scored
Size31 MB57 MB
Age rating17+17+
DeveloperHolistic Capital GmbHMSM Mannheimer Software-Manufaktur UG (haftungsbeschränkt)

Customer experience

Holistic Portfolio Tracker

Written reviews20 reviews
Positive95.0%
Neutral0.0%
Negative5.0%

Portfolio Performance

All ratings3 ratings
Positive100.0%
Neutral0.0%
Negative0.0%
Written reviews70 reviews
Positive82.9%
Neutral7.1%
Negative10.0%

In-app purchases

None

Holistic Portfolio Tracker

No in-app purchases

2 purchases

Portfolio Performance

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

Questions

Is Holistic Portfolio Tracker free?
Holistic Portfolio Tracker is free to download, with no in-app purchases.
Is Portfolio Performance free?
Portfolio Performance is free to download, with in-app purchases available.
Do Holistic Portfolio Tracker or Portfolio Performance have ads?
Neither Holistic Portfolio Tracker nor Portfolio Performance shows ads.
Which is updated more often, Holistic Portfolio Tracker or Portfolio Performance?
Holistic Portfolio Tracker ships an update fortnightly, and Portfolio Performance monthly. Most recently, Holistic Portfolio Tracker was updated on September 19, 2026 and Portfolio Performance on September 26, 2026.

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