Portfolio Performance vs Zweitwohnung
Price, ratings, monetisation and update history for both apps, side by side — with what reviewers say about each.
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/
Zweitwohnung
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Zweitwohnung helps you keep clear, organized records for a work-related second household in Germany. Record calendar and absence days, arrivals, departures, trips home and return trips, provided meals, accommodation, furnishings, moving costs, and other expenses. Select multiple calendar days at once to record full-day absences. Invoices and receipts can be attached directly to an expense from Photos or Files. Manage multiple three-month meal allowance periods and quickly switch between them in the calendar. Each period can have its own main home, second home, work location, and distance. You can also document a new period resulting from a different work location or a sufficiently long interruption. The annual overview creates a clear, non-binding estimate based on your entries. It can account for meal allowance rates, meal reductions, period-specific distances, year-based mileage rules, and your saved accommodation cap. Built-in checks highlight missing information and possible duplicate entries. Preview your annual PDF report before exporting it and choose which meal allowance periods to include. Attached image and PDF receipts can be incorporated into the report. A CSV preview is also available for reviewing raw data. PDF and CSV files can then be shared with Numbers, Excel, or other apps through the iOS share sheet. Your records and attachments are stored on your device. There is no Mathricks account, no Mathricks servers, no analytics, and no tracking. If you want it, the app also keeps a backup in your own iCloud so your records survive a lost device. The backup is off by default, you decide whether to turn it on, and you can switch it off and delete it from iCloud at any time in Settings. It contains your days, expenses, receipts, and generated reports, and it stays in your iCloud account only. Zweitwohnung supports the private preparation of your tax records. Its results are non-binding estimates and do not constitute tax advice. Personal eligibility and tax treatment should be reviewed before filing.
Screenshots
Verdict
The clearest difference is in-app purchases: Zweitwohnung at none against Portfolio Performance's 2. Portfolio Performance's advantage is iOS requirement (15.0 vs 18.0). On price, update cadence, 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
Both are free to download. Portfolio Performance sells 2 in-app purchases, starting at $3.00 per month. Zweitwohnung asks for nothing beyond the download.
Portfolio Performance ships an update monthly, Zweitwohnung every 3 weeks. The most recent releases landed on October 18, 2026 and October 5, 2026 respectively.
| Parameter | Portfolio Performance | Zweitwohnung |
|---|---|---|
| Price | Free | Free |
| Rating | 4.2 (5 ratings) — better | — |
| Positive reviews | 81.7% of reviews | — |
| Number of ratings | 5 — better | — |
| Update frequency | Monthly | Every 3 weeks — better |
| Ads | No | No |
| In-app purchases | Yes | No — better |
| Monetization | Freemium | — |
| Devices | iPhone, iPad, iPod — better | iPhone, iPad |
| Requires iOS | 15.0 — better | 18.0 |
| Further details — not scored | ||
| Size | 57 MB | 6 MB |
| Age rating | 17+ | 4+ |
| Developer | MSM Mannheimer Software-Manufaktur UG (haftungsbeschränkt) | Erdener Uyan |
In-app purchases
Portfolio Performance
- Premium (Monthly)7 Days trial$3.001 Month
- Premium (Yearly)14 Days trial$25.001 Year
Zweitwohnung
No in-app purchases
Questions
Is Portfolio Performance free?
Is Zweitwohnung free?
Do Portfolio Performance or Zweitwohnung have ads?
Which is updated more often, Portfolio Performance or Zweitwohnung?
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