BNY Performance Solutions vs FinFolio

BNY Performance Solutions

5.1 #72 in Portfolio Management Software

About BNY Performance Solutions

FinFolio

7.4 #17 in Portfolio Management Software

About FinFolio
BNY Performance SolutionsFinFolio
Free planNoNo
Free trialNoNo
Paid from——
Open sourceNoNo
Platforms—Android, api, iOS, self-hosted, Web
Asset class coveragemulti_asset_alternativesmulti_asset
Performance reportingYesYes
Allocation analysisYesYes
Risk analysisYesYes
Tax-lot tracking—Yes

Both are listed in Best Portfolio Management Software. On Inferse, FinFolio scores higher on our published basis.