Comparison

Portfolio Performance vs MySMG

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

Head to head
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/

About

MySMG

Features
Read full description

With the MySMG App you always have your finance and insurance portfolio under control. Manage your contracts, connect directly with your consultant and always keep the full overview. Your personal Cockpit shows you your insurance coverage at any time. Download the MySMG App now and take your financial affairs into your own hands!

Screenshots

Portfolio Performance4 screens
MySMG2 screens

Verdict

The call

The clearest difference is in-app purchases: MySMG at none against Portfolio Performance's 2. Portfolio Performance's advantage is ads (none vs shown). On price, 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. MySMG asks for nothing beyond the download.

Scorecard2 real differences · 8 level
Portfolio Performance versus MySMG: the parameters behind the verdict, then further details
ParameterPortfolio PerformanceMySMG
PriceFreeFree
Rating4.2 (5 ratings) — better—
Positive reviews81.7% of reviews—
Number of ratings5 — better—
Update frequencyMonthly—
AdsNo — betterYes
In-app purchasesYesNo — better
MonetizationFreemium—
DevicesiPhone, iPad, iPodiPhone, iPad, iPod
Requires iOS15.0 — better15.6
Further details — not scored
Size57 MB59 MB
Age rating17+4+
DeveloperMSM Mannheimer Software-Manufaktur UG (haftungsbeschränkt)Combinvest.ch AG

In-app purchases

2 purchases

Portfolio Performance

Subscriptions2
  • Premium (Monthly)7 Days trial$3.001 Month
  • Premium (Yearly)14 Days trial$25.001 Year
None

MySMG

No in-app purchases

Questions

Is Portfolio Performance free?
Portfolio Performance is free to download, with in-app purchases available.
Is MySMG free?
MySMG is free to download, with no in-app purchases.
Do Portfolio Performance or MySMG have ads?
MySMG shows ads; Portfolio Performance does not.

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