Audience

Retail investors, Investors, Finance

About Portseido

Portseido is a portfolio tracker that provides rich analytics and visualizations of your portfolio, providing historical performance, trade analytics, allocations and many more. It covers over 70+ stock exchanges, 20000+ ETFs and cryptos, allowing international and global investors to view all their investments in one place.

The features from Portseido include portfolio visualizer app, portfolio performance tracker, stock portfolio tracker, dividend tracker, investment goal management, dividend calculator, FIRE calculator and portfolio analysis.

Our goal is to provide investors with an easy-to use tool that allows them to become better investors.

Other Popular Alternatives & Related Software
Snowball Analytics
Snowball Analytics
Snowball Analytics is a portfolio tracking platform, so it can run in-depth reports about your dividends, stocks, etf and crypto. With Snowball Analytics, you can link your brokerage accounts with auto updates. Track portfolio performance of stocks, funds and cryptocurrencies from all over the world. This stock tracker support automatic brokerage connections with over 1,000 brokers from US, Europe, UK, Asia, etc. You can track nearly any stock, ETF or Mutual Fund on the planet. Stock tracker support all major stock exchanges and show your portfolio performance in 25+ currencies. Snowball Analytics tracker have wide list of tools for analysis and dividend reporting. This equity tracker helps you with: Rebalancing and allocation of investments, calculation of dividend. Performance calculation including fees, dividend yield, trades, withholding tax, Dividend rating. Backtest your portfolio. Use benchmarking and build dividend portfolios or test portfolio on historical data.
Learn more about Snowball Analytics
StockFly
StockFly
StockFly shows your whole portfolio in any currency you choose, switched in one click. Every buy, sell and dividend is rebuilt at the exchange rate of its own date, so the return stays correct in whichever currency you are reading it, rather than a dollar figure converted at today's rate. Import your history in one upload, see money-weighted returns, compare against indexes and ETFs, and track dividends net of withholding tax. Explorer explains each holding in plain language, including which metrics matter and how to read the chart. Build what-if scenarios, set target allocations, and export tax summaries as PDF or Excel. The whole dashboard is free with no limit on holdings, and Pro is $4.99 a month after 30 days free with no card.
Learn more about StockFly
Zenvesto
Zenvesto
5.0 out of 5 stars (6 Ratings)
Zenvesto is an investment portfolio tracking and analytics platform that helps investors see their full financial picture in one clean dashboard. Users can track stocks, ETFs, and cryptocurrencies across multiple portfolios, monitor performance over time, compare results against benchmarks, and understand allocation, diversification, and portfolio risk at a glance. The platform includes features such as portfolio health scoring, top gainers and losers, monthly performance breakdowns, watchlists, market insights, and stock research tools. Zenvesto is designed to simplify portfolio management by turning scattered investment data into clear, visual, actionable insights, so investors can make better decisions faster.
Learn more about Zenvesto
OnePortfolio
OnePortfolio
5.0 out of 5 stars (8 Ratings)
OnePortfolio is an all-in-one investment management platform that transforms how you track and analyze your portfolio. By bringing all your investments from multiple brokers into a single dashboard, OnePortfolio eliminates the complexity of monitoring across different platforms and currencies. OnePortfolio's Portfolio Visualizer offers interactive tools that turn financial data into clear insights. Color-coded charts show your distribution across sectors, asset classes, and regions. Our visualization maps reveal global exposure, making it simple to spot risks and opportunities For income investors, the Dividend Tracker provides complete visibility into your passive income. The dividend calendar ensures you never miss a payment by displaying upcoming distributions in one organized view. Track schedules, monitor yields, and analyze payment patterns easily.
Learn more about OnePortfolio

Pricing

Starting Price:
$8 per month
Free Trial:
Free Trial available.

Integrations

No integrations listed.

Ratings/Reviews - 3 User Reviews

Overall 5.0 / 5
ease 4.7 / 5
features 5.0 / 5
design 3.7 / 5
support 4.7 / 5
More Reviews for Portseido Write a Review

Company Information

Portseido
Founded: 2021
Thailand
www.portseido.com

Videos and Screen Captures

Play Video Homepage Allocation Dividends
Other Useful Business Software
$300 Free Credits to Build on Google Cloud Icon
$300 Free Credits to Build on Google Cloud

New customers can spin up VMs, build with AI, and query data at no cost.

Put your $300 in credit toward real workloads, then keep building with free monthly usage for 20+ products. No commitment and no charge until you upgrade.
Start Free

Product Details

Platforms Supported
Cloud
iPhone
Android
Training
Documentation
Support
24/7 Live Support
Online

Portseido Frequently Asked Questions

Q: What kinds of users and organization types does Portseido work with?
Portseido works with these users and organization types: Mid Size Business, Small Business, Enterprise, Freelance, Nonprofit, Government, and Startup.
Q: What languages does Portseido support in their product?
Portseido supports these languages: English.
Q: What kind of support options does Portseido offer?
Portseido offers support via 24/7 live support and online.
Q: Does Portseido have a mobile app?
Yes, Portseido has a mobile app for iPhone and Android.
Q: What type of training does Portseido provide?
Portseido provides training in the form of documentation.
Q: Does Portseido offer a free trial?
Yes, Portseido offers a free trial.
Q: How much does Portseido cost?
Pricing for Portseido starts at $8 per month.

Portseido Product Features

Stock Portfolio Management

Order Management Not Supported
For Traders Not Supported
Billing & Invoicing Not Supported
Client Management Not Supported
Wash Sale Detection Not Supported
Portfolio Rebalancing Not Supported
Technical Analysis Not Supported
For Investment Advisors Not Supported
Data Warehousing Not Supported
Portfolio Accounting Not Supported
Tax Management Not Supported
Risk Management Not Supported

Portseido Verified User Reviews

Write a Review
  • Will S.
    Financial writer, private investor
    Used the software for: 6-12 Months
    Frequency of Use: Daily
    User Role: User
    Company Size: 1 - 25
    Design 4 out of 5 stars
    Ease 5 out of 5 stars
    Features 5 out of 5 stars
    Pricing 4 out of 5 stars
    Support 5 out of 5 stars
    Probability You Would Recommend? 9 out of 10

    "This just solves my portfolio tracking need. "

    5 out of 5 stars Posted 2024-07-22

    Pros: Lots of features. Analytics are rich.
    Website looks great with so much of useful info.
    Did not see any calculation mistake from my personal sheet.
    Request to support my broker CSV and they completed it in a week. Super fast response.

    Cons: So much info sometimes I cannot recall where should I access the menu.
    Android app displays a bit messy chart.

    Overall: Portseido is an excellent tool to help tracking overall investments and net worth. Very lucid and easy to use. This team really cares to help onboarding.

    Read More...
  • Jaide M.
    Portfolio Analyst
    Used the software for: Less than 6 months
    Frequency of Use: Weekly
    User Role: User
    Company Size: 1 - 25
    Design 4 out of 5 stars
    Ease 5 out of 5 stars
    Features 5 out of 5 stars
    Pricing 5 out of 5 stars
    Support 5 out of 5 stars
    Probability You Would Recommend? 9 out of 10

    "Amazing portfolio tracker!"

    5 out of 5 stars Posted 2024-06-04

    Pros: - Support multiple brokerages and asset types
    - New mobile app is really beautiful
    - Offer both portfolio performance and dividend tracker in one place
    - Super fast to load

    Cons: - Found an error during the first data sync, but after a few tweaks, I don't see it anymore.
    - A bit difficult to read in dark mode.

    Overall: Honestly, Portseido is incredible! Now I can to keep track of all my investments of all my brokerages in this one app. Kudos to the maker

    Read More...
  • Bob R.
    Individual Investor
    Used the software for: 6-12 Months
    Frequency of Use: Weekly
    User Role: User
    Company Size: 1 - 25
    Design 3 out of 5 stars
    Ease 4 out of 5 stars
    Features 5 out of 5 stars
    Pricing 5 out of 5 stars
    Support 4 out of 5 stars
    Probability You Would Recommend? 9 out of 10

    "Really versatile portfolio tracker"

    5 out of 5 stars Posted 2024-05-09

    Pros: They can track everything I need in one place. Asset performance (my holdings are ETFs, stocks, and small part crypto) are really detailed. Another part I visit frequently is the dividend tracker, which includes a calendar and projection how I will get dividend in the future.

    Cons: Design can be improved for sure! Sometimes I feel like there are too many metrics to see.

    Overall: Found Portseido during my research for a portfolio tracking tool and not regret using this from the start! Lots of features and the team still keep adding them from time to time. App is very handy. Really recommend this!

    Read More...
  • Previous
  • You're on page 1
  • Next
Page Already Claimed. Claim Again?