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Everything you get on Portview, side by side.
| Free | Pro | Unlimited | |
|---|---|---|---|
| Core | |||
| Portfolios | 1 | 1 | Unlimited |
| Transactions | 50 | 200 | Unlimited |
| Customer support | Standard | Priority | Priority |
| Data | |||
| Global coverage | |||
| Multi-currency portfolios | |||
| Dividend tracking & auto-sync | |||
| CSV import / export | |||
| Custom assets | |||
| Google Sheets sync | |||
| Analytics | |||
| Performance chart (return + value) | |||
| Allocation breakdown | |||
| TWR, MWR & simple returns | |||
| Benchmarking | S&P 500 | Custom | Custom |
| Trade analysis | |||
| Portfolio rebalancing | |||
| Goal & retirement planning |