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About

Our model portfolios have beaten the benchmark by multiples by investing in a disciplined manner over the long term​. Beat the benchmark across time periods and every year since inception. Generate much higher returns per unit of risk taken. With drawdown (maximum loss) lower than the market in the time period. We have generated multi-bagger after multi-bagger for the last 5 years now. Along with a high stock rating the stocks also have to be approved by our investment committee to ensure only the best stocks qualify. Get the best stocks in all market cap categories and the top-rated stocks across the market. Portfolio optimizer helps you create a more robust portfolio by helping you invest the right amount in the right stocks. Always stay invested in the highest quality stocks along with the highest positive trends in the short term. Market dynamics are changing faster than ever, and we ensure your portfolio only wins with these dynamics.

About

​Portfolio Performance is an open source tool designed to calculate the overall performance of an investment portfolio across all accounts. Users can record the full history of transactions, including purchases, sales, taxes, and fees. It allows updating historical quotes from various sources such as Yahoo Finance, Finnhub.io, Quandl, or AlphaVantage, and also supports scraping quotes from HTML pages or JSON documents. All data is stored in XML for further processing and can be exported as CSV or JSON. Portfolio Performance enables users to rebalance their investment portfolios based on a freely defined asset allocation and supports foreign currency accounts using exchange rates published by the European Central Bank (ECB). It supports importing data from CSV files and PDF documents, and provides detailed reports including statements of assets and performance calculations.

Platforms Supported

Windows Not Supported
Mac Not Supported
Linux Not Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Platforms Supported

Windows Supported
Mac Supported
Linux Supported
Cloud Supported
On-Premises Not Supported
iPhone Supported
iPad Supported
Android Supported
Chromebook Not Supported

Audience

Investors seeking a platform to get stock recommendations, manage their portfolio and visualize charts

Audience

Financial enthusiasts requiring a tool to track, analyze, and optimize their diverse investment portfolios across various asset classes

Support

Phone Support Not Supported
24/7 Live Support Not Supported
Online Supported

Support

Phone Support Supported
24/7 Live Support Not Supported
Online Supported

API

Offers API Not Supported

API

Offers API Not Supported

Screenshots and Videos

Screenshots and Videos

Pricing

$67.23 per year
Free Version Not Supported
Free Trial Not Supported

Pricing

Free
Free Version Supported
Free Trial Not Supported

Reviews/Ratings

Overall 3.0 / 5
ease 2.5 / 5
features 3.0 / 5
design 2.0 / 5
support 2.5 / 5

Reviews/Ratings

Overall 0.0 / 5
ease 0.0 / 5
features 0.0 / 5
design 0.0 / 5
support 0.0 / 5

This software hasn't been reviewed yet. Be the first to provide a review:

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Pros & Cons from Real Users

Pros

  • Nothing. They have no knowledge about stock. But recommend every day. If the stock is falling they will remove the recommendation.
  • Stocks are analysed extensively, and the ratings system is excellent. It helps you to choose your own stocks, and they guide you continuously. which stocks to keep, and which to be replaced. You have the option to generate model portfolios, aggressive, moderate or conservative. If you strictly follow their suggestions, you are 80 % sure of making good money during normal times.

Cons

  • They give useless recommendation. You will realise it slowly. Don't lose your hard earned money.. Pl go to other stock recommendation like Univest..
  • The site is excellent in helping common man invest and make good money. My only complaint is the amount they are charging. Collecting 1.25 %, plus GST etc is certainly on the high side. Cost of establishment may be high, but they can consider.

Training

Documentation Supported
Webinars Supported
Live Online Not Supported
In Person Not Supported

Training

Documentation Supported
Webinars Not Supported
Live Online Not Supported
In Person Supported

Company Information

MarketsMojo
India
www.marketsmojo.com/mojo/mpcombo

Company Information

Portfolio Performance
Germany
www.portfolio-performance.info/

Alternatives

Alternatives

Diversiview

Diversiview

LENSELL

Categories

Portfolio Analysis Supported
Stock Analysis Supported
Stock Screeners Supported

Categories

Portfolio Analysis Supported

Integrations

Alpha Vantage Not Supported
Finnhub Not Supported
Google Sheets Not Supported
HTML Not Supported
JSON Not Supported
Microsoft Excel Not Supported
Quandl Not Supported
XML Not Supported
Yahoo Finance Not Supported

Integrations

Alpha Vantage Supported
Finnhub Supported
Google Sheets Supported
HTML Supported
JSON Supported
Microsoft Excel Supported
Quandl Supported
XML Supported
Yahoo Finance Supported
Claim MarketsMojo and update features and information
Claim MarketsMojo and update features and information
Claim Portfolio Performance and update features and information
Claim Portfolio Performance and update features and information