Product comparison

Portfolio Performance vs WealthScout: features and differences

Compare Portfolio Performance and WealthScout for shares, property, tax, household records and plans.

Checked: July 26, 2026
Written by: WealthScout

Short answer

Portfolio Performance suits investors who want an open source desktop app with detailed return and trade reports. WealthScout suits households that want a hosted record for people, owners, property, cash, debt, income, spending, tax reports, dated reviews and plans. WealthScout covers more than the investment portfolio.

Which product fits your needs?

WealthScout suits you if

You want the whole household, not only a securities portfolio.
You want a hosted app that works across devices.
You want set records for property, debt, people and owners.
You want guided reviews, tax reports and household plans.

Portfolio Performance suits you if

Your main need is a securities portfolio on a desktop.
You want an open source tool and a local file.
You need its return, risk or rebalance charts now.
You are happy to set up and maintain the file yourself.

What each product does

Both keep share trades, dividends, fees and cost records, both hold cash accounts, and both report holdings over time. The table holds the questions where the two answers differ. Plan, country and release limits may change what you can use.Notes and sources for this comparison

Question	WealthScout	Portfolio Performance
Can I open it in a browser, on any device?	Yes. It runs in a web browser and keeps the household in a hosted app.	No. It is a desktop app for Windows, macOS and Linux.
Is it open source, with the record in a file I keep?	No. Records sit in a hosted app with access controls. You can export the raw data.	Yes. It is open source and stores the portfolio in a local file you manage.
Does it show detailed return and risk charts?	No. Performance comes with the share records. Those charts are not built.	Yes. Detailed return charts, plus an asset mix and rebalance tracking.
Can it keep property, mortgages and other loans?	Yes. Set fields hold the value, owners, loan, rent, expected costs and paid costs.	No. It covers securities accounts, cash accounts and investment trades.
Are people, entities and owners kept as separate records?	Yes. Each person, entity and asset owner has its own record inside one household.	No. The file holds portfolios, securities accounts and cash accounts.
Can I get a tax report for my country?	Partly. Share tax reports use released rules, and only for supported countries.	No. It records trade taxes and can show a tax rate. It is not a tax return tool.
Can a plan test life changes and a drawdown order?	Yes. Plans start from a checked snapshot and compare dated changes, drawdown order and later results.	No. It sets an asset mix and tracks when the portfolio needs a rebalance.

Can I open it in a browser, on any device?: WealthScout
Yes. It runs in a web browser and keeps the household in a hosted app.
Portfolio Performance
No. It is a desktop app for Windows, macOS and Linux.
Is it open source, with the record in a file I keep?: WealthScout
No. Records sit in a hosted app with access controls. You can export the raw data.
Portfolio Performance
Yes. It is open source and stores the portfolio in a local file you manage.
Does it show detailed return and risk charts?: WealthScout
No. Performance comes with the share records. Those charts are not built.
Portfolio Performance
Yes. Detailed return charts, plus an asset mix and rebalance tracking.
Can it keep property, mortgages and other loans?: WealthScout
Yes. Set fields hold the value, owners, loan, rent, expected costs and paid costs.
Portfolio Performance
No. It covers securities accounts, cash accounts and investment trades.
Are people, entities and owners kept as separate records?: WealthScout
Yes. Each person, entity and asset owner has its own record inside one household.
Portfolio Performance
No. The file holds portfolios, securities accounts and cash accounts.
Can I get a tax report for my country?: WealthScout
Partly. Share tax reports use released rules, and only for supported countries.
Portfolio Performance
No. It records trade taxes and can show a tax rate. It is not a tax return tool.
Can a plan test life changes and a drawdown order?: WealthScout
Yes. Plans start from a checked snapshot and compare dated changes, drawdown order and later results.
Portfolio Performance
No. It sets an asset mix and tracks when the portfolio needs a rebalance.

WealthScout covers the household, not just the portfolio

Portfolio Performance does a good job with securities, trades, prices, returns and asset mix. It does not aim to keep the full household record.

WealthScout keeps shares with property, cash, debt, retirement, income and spending. People, entities and owners also have set records.

A hosted app cuts local file work

Portfolio Performance stores the main record in a file on your computer. You need to install the app, keep the file safe and manage your own copies.

WealthScout runs in a web browser and keeps the household in a hosted app with access controls. Updates do not ask you to move the record to a new file.

WealthScout joins tax work to the household

Portfolio Performance records trade taxes and fees and can show a portfolio tax rate. It does not make WealthScout's country share tax reports.

WealthScout keeps share trades, dividends, costs and the tax owner with the wider household. Released reports can use those same records.

Reviews and plans use the same facts

Portfolio Performance can set an asset mix and show when a portfolio needs a rebalance. That is not a full household plan.

WealthScout closes a dated review, then plans from its checked shares, property, cash, debt, income and spending. It can compare later results with that plan.

Common questions

What is the main difference between Portfolio Performance and WealthScout?

Portfolio Performance is a local securities tracker with detailed return reports. WealthScout is a hosted household record that adds property, debt, clear owners, share tax reports, dated reviews and long-term plans.

Does Portfolio Performance run in a web browser?

No. Portfolio Performance runs as a desktop app on Windows, macOS and Linux. WealthScout runs in a web browser.

Where does each product keep my data?

Portfolio Performance keeps its main portfolio in a local file that you maintain. WealthScout keeps the household in a hosted web app with access controls and raw export.

Which product is better for a whole household?

WealthScout. Portfolio Performance focuses on securities portfolios and cash accounts. WealthScout also keeps property, debt, retirement, income, spending, people, owners, reviews and plans.

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