Keep the rigor, drop the friction.

If manual setup, quote-source tuning, and desktop-only workflows are slowing you down, Portfolio Terminal offers a faster daily operating loop.

Heavy manual setup and maintenance

Daily quote/source tuning overhead

Desktop workflow limits collaboration

Why people leave Portfolio Performance

Portfolio setup and category mapping can be time-consuming for active portfolios.
Data quality depends on keeping quote sources and mappings continuously tuned.
Desktop-first workflows can make quick checks and sharing less convenient.
Adding new brokers or account formats often introduces extra manual steps.

A practical comparison for users who want less maintenance and faster portfolio decisions.

Capability	Portfolio Performance	Portfolio Terminal
Initial setup speed	Manual configuration and mapping for each portfolio	Guided onboarding with direct import workflow
Daily operating flow	Frequent manual data/source adjustments	Streamlined refresh and analytics in one place
Cross-device access	Primarily desktop-oriented usage	Web-first access from any modern browser
Performance + risk view	Config-heavy for custom analytics stacks	Built-in benchmark and risk metrics by default

Export your latest portfolio positions from your current setup.

Import and validate holdings with the review-first flow.

Confirm key metrics and benchmarks, then switch daily tracking.

Can I migrate if I have many accounts and asset classes?

Yes. Start with one account, validate results, then expand account by account to keep migration controlled and auditable.

Do I lose analytical depth by switching?

No. The goal is to preserve analytical depth while reducing setup and maintenance friction for everyday tracking.

Is this only for new portfolios?

No. It is designed for both first-time setup and migrations from mature portfolio tracking workflows.

Built for investors, not spreadsheets

Import your portfolio, validate the numbers, and switch to a workflow that is easier to trust and maintain.