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Tools to track monthly portfolio returns

The problem, in plain words: “I want an easy way to see my overall investment portfolio's month-by-month returns (e.g., Jan +2.1%, Feb -1.3%) that automatically accounts for SIPs and additional investments.”

Portfolio Performance fits best.

You want a tool that consolidates your accounts and shows consolidated month-by-month percentage returns while automatically adjusting for SIPs and other cash flows.

Updated August 2026.

What fits

Portfolio Performancestrong · 86

Its core purpose is tracking and evaluating portfolio performance across holdings and currencies, and it explicitly computes performance figures from imported transactions — a workflow that supports correct handling of cash flows when you import trades/SIP contributions.

Best for: Individual investors who are comfortable importing trade or transaction data and want a desktop tool that calculates performance across multiple accounts and assets.

Partly fits

Family Ledgerpartial · 70

States it produces real XIRR/TWR returns for a household-level net worth picture, so it directly addresses cash-flow‑adjusted performance but is pitched at tracking family/shared finances rather than a single individual.

Won’t cover: Primarily positioned for shared family finances rather than a single-person portfolio view.

Foliofoxpartial · 58

Focused on portfolio visualization and offers one-click imports from brokers and net worth history, which can support month-by-month performance analysis after import.

Won’t cover: Positioned as a net worth and visualization tool rather than an explicit performance-calculation engine focused on cash-flow adjusted monthly returns.

Investbrainpartial · 56

Built to consolidate holdings across brokerages with CSV import/export and portfolio tracking, so it can be used to compute consolidated performance once transactions are imported.

Won’t cover: A self-hosted, developer-oriented setup that assumes you will import data rather than offering a fully hosted automatic service out of the box.

Snowball Analyticspartial · 55

Consolidates brokerage accounts and provides unified analysis, so it can surface consolidated performance across accounts once your accounts are connected.

Won’t cover: Marketed primarily as an account-consolidation and analysis app rather than explicitly advertising month-by-month cash-flow‑adjusted return tables.

Questions

What's the best tool to track monthly portfolio returns?

Portfolio Performance is the strongest match — Its core purpose is tracking and evaluating portfolio performance across holdings and currencies, and it explicitly computes performance figures from imported transactions — a workflow that supports correct handling of cash flows when you import trades/SIP contributions.

Is there a tool that fully solves this?

1 product matches this closely.

What won't these tools cover?

Primarily positioned for shared family finances rather than a single-person portfolio view. · A self-hosted, developer-oriented setup that assumes you will import data rather than offering a fully hosted automatic service out of the box. · Positioned as a net worth and visualization tool rather than an explicit performance-calculation engine focused on cash-flow adjusted monthly returns. · Marketed primarily as an account-consolidation and analysis app rather than explicitly advertising month-by-month cash-flow‑adjusted return tables.

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Matched by Matchbox. Nothing here is sponsored and payment never affects ranking. Products link to their listings; some are auto-extracted and not yet maker-verified.