01 / Tracking & mobile access
Parqet
For investors who want to track portfolios, dividends and ETF weights in a web application and native apps. Check broker support and plan limits first.
Compare Parqet with Investboard →Investboard …
Compare
Compare Parqet, Portfolio Performance and Investboard around your everyday needs: broker imports, analysis, data storage and costs. All three offer more than a portfolio balance; the differences lie in how you work.
01 / Tracking & mobile access
For investors who want to track portfolios, dividends and ETF weights in a web application and native apps. Check broker support and plan limits first.
Compare Parqet with Investboard →02 / Local data & custom analysis
For investors who want free, open-source desktop software and prefer to set up classifications, return reports and target weights themselves.
Compare Portfolio Performance →03 / Portfolio & written policy
For investors who want to work in a browser and connect their whole portfolio with goals, tolerance bands and behavioural rules. This approach does not offer exclusively local data storage.
Explore Investboard in detail →Parqet is a good fit for portfolio tracking, dividends and ETF look-through with native apps. Consider Investboard if you want to regularly check your whole portfolio against written goals, limits and behavioural rules. Switching makes sense only if that additional workflow helps you.
Portfolio Performance is a strong fit if you want to keep data locally and configure returns, classifications and rebalancing yourself. Investboard fits a browser workflow that combines analysis, a written policy and regular reviews. Portfolio Performance also supports custom target weights.
Sources reviewed: 19 September 2026. These comparisons are published by Investboard and are not an independent ranking. The detailed pages explain features and sources; check current terms with each provider.
To assess your portfolio against a written plan, start with its purpose, target allocation and rules for making changes.
Investment policy statement: a guide and template for individual investors