CoreBalance vs
Portfolio Performance
Are you looking for an exhaustive and historical analysis of your portfolio or do you need an agile and private method to rebalance your index funds every month?
CoreBalance
The modern, local-first alternative focused on rebalancing
An ultra-fast web tool designed exclusively for passive investors. It calculates your contributions and transfers to the cent in seconds, keeping your data 100% private in your own browser.
Portfolio Performance
The classic desktop giant for detailed analysts
An extremely powerful open-source desktop software. Ideal for recording historical transactions to the cent, calculating time-weighted returns (TWR), and analyzing dividends, at the expense of high complexity.
Direct Comparison Table
| Feature | CoreBalance | Portfolio Performance |
|---|---|---|
| Platform | Web & Mobile (Responsive) | Desktop (Windows, Mac, Linux) |
| Learning Curve | None (Seconds) | Very High (Hours of tutorials) |
| Data Privacy | Excellent (Local-first in your browser) | Excellent (Local file on your hard drive) |
| Rebalancing Calculation | Automatic and optimized for contributions | Manual via complex deviation rules |
| Transaction Importing | Optional (just enter balances or optional CSV) | Required (via bank PDFs or CSV) |
| Price | Free and ad-free | Free (Open Source) |
Difference in the Workflow
We compare the monthly rebalancing contribution experience.
Portfolio Performance
- Download this month's transaction PDFs from your retail bank.
- Import the PDFs into the software and debug name/ISIN detection failures.
- Create taxonomies and manual rebalancing rules.
- Manually calculate how much to buy to correct deviations.
- Estimated time: 15-20 minutes.
CoreBalance
- Open CoreBalance in your browser (mobile or PC).
- Balances instantly updated locally.
- Type this month's contribution and get the ideal purchases.
- Copy the operations and perform them in your bank.
- Estimated time: 5 seconds.
Pros & Cons: Which suits you best?
Choose CoreBalance if you want:
- Operational simplicity: Set up your funds and update your balances in less than a minute per month.
- Savings optimization: Enter what you are going to save this month and the tool calculates exactly how much to allocate to each fund.
- Fast multi-device access: Check and update it from your mobile phone comfortably without installing PC software.
Choose Portfolio Performance if you want:
- Deep historical analysis: Time-weighted return (TWR) charts and comparative benchmarking.
- Exhaustive transaction control: Detailed record of every bank fee, dividend collected, and tax withholding.
- Active investing or trading: Advanced support for options, futures, and individual stocks with multiple daily operations.
Frequently Asked Questions
Can I use both apps at the same time?
Yes. Many investors use Portfolio Performance on PC to analyze annual performance and CoreBalance on mobile or browser to calculate the quick monthly rebalancing very efficiently.
Why choose CoreBalance if Portfolio Performance has more metrics?
For simplicity and mobile usability. Portfolio Performance requires configuring complex external quotes from Yahoo Finance or AlphaVantage that recurrently fail. CoreBalance offers a clean interface where everything works out-of-the-box.
Ready to rebalance your portfolio easily?
Try CoreBalance 100% free. No accounts, no signups, and 100% private in your browser.