Portfolio Performance vs Wealthfolio
A side-by-side comparison of two self-hosted budgeting & finance options — licensing, setup difficulty, resource needs, and what each one replaces.
Wealthfolio
Privacy-focused desktop investment portfolio tracker
| Feature | Portfolio Performance | Wealthfolio |
|---|---|---|
| Deploy effort | Read-the-docs project | Read-the-docs project |
| Health score | 89 · Excellent | 92 · Excellent |
| Category | Budgeting & Finance | Budgeting & Finance |
| License | EPL-1.0 | AGPL-3.0 |
| Language | Java | Rust |
| Setup difficulty | Medium | Easy |
| Min. RAM | 512 MB | 256 MB |
| Deployment | bare-metal, source | binary, source |
| GitHub stars | ★ 4,075 | ★ 9,036 |
| First released | 2012 | 2024 |
| Replaces | Sharesight, Personal Capital | Personal Capital, Sharesight |
What are Portfolio Performance and Wealthfolio?
Portfolio Performance
Portfolio Performance is a free, open-source Java desktop application for calculating the performance of an investment portfolio of stocks, ETFs, and funds. It provides true time-weighted returns, risk metrics, and multi-currency support.
- True time-weighted returns
- Multi-currency portfolios
- Detailed performance charts
- Quote import from many sources
Wealthfolio
Wealthfolio is an open-source desktop application for tracking investment portfolios entirely on your own device. All financial data is stored locally in SQLite so it never leaves the machine.
- Local-only SQLite storage
- Investment portfolio tracking
- Performance and allocation analytics
- Cross-platform desktop app
Portfolio Performance vs Wealthfolio: key differences
Portfolio Performance is written in Java, while Wealthfolio is built with Rust. Licensing differs — EPL-1.0 for Portfolio Performance versus AGPL-3.0 for Wealthfolio. Wealthfolio is the lighter option, starting around 256 MB of RAM against 512 MB for Portfolio Performance. Portfolio Performance is the more established project (first released 2012), while Wealthfolio arrived in 2024. Wealthfolio has the considerably larger community, at 9,036 GitHub stars versus 4,075.
Why pick each one
Choose Portfolio Performance if…
- Accurate performance calculations
- Rich analytics
Watch out for
- Desktop only
- Steeper learning curve
Choose Wealthfolio if…
- Released under the AGPL-3.0 license
- Easy to set up — beginner-friendly
- Mature project with 9k GitHub stars
- Written in Rust
Frequently asked questions
Is Portfolio Performance or Wealthfolio better?
Wealthfolio is the stronger all-round pick: it has both the larger community and the simpler easy setup. Consider Portfolio Performance if its specific feature set fits your needs better.
Are Portfolio Performance and Wealthfolio free and open-source?
Yes. Portfolio Performance is licensed under EPL-1.0 and Wealthfolio under AGPL-3.0. Both can be self-hosted at no software cost.
Can I run Portfolio Performance and Wealthfolio with Docker?
Portfolio Performance: check the project docs for container support. Wealthfolio: check the project docs for container support.
Which is lighter on resources, Portfolio Performance or Wealthfolio?
Wealthfolio has the smaller minimum footprint at 256 MB of RAM, compared to about 512 MB for Portfolio Performance. Real-world usage depends on library size, user count, and enabled features.