TrustRadius: an HG Insights company

What is Portseido?

With users among investors in over 160+ countries, Portseido is a portfolio tracker that helps track all investments in one place and manage dividends.


It is a portfolio and dividend tracker that provides analytics and visualizations of the portfolio, with historical performance, trade analytics, and allocations, and it is accessible from a mobile device. Users can track all investments, see past and future dividends, monitor asset allocations, measure and benchmark portfolio performance.


Investment Tracking

- Covers over 70+ stock exchanges, 20,000+ ETFs, and Cryptos

- Displays in any currency in the world

- Aggregates multiple portfolios and users can switch between them


Dividend Tracking

- Automatically adds dividends

- Tracks historical dividends

- Supports the management and planning of future dividends


Asset Allocation Management

- Displays how portfolios are allocated

- Monitors how each position performs

- Tracks average cost over time


Portfolio Performance Measurement

- Measures performance against the user's preferred benchmarks

- Tracks return with Simple Return, Time-Weighted Return (TWR) and Money-Weighted Return (MWR)

- Displays performance in any period


Categories & Use Cases

Awards

Products that are considered exceptional by their customers based on a variety of criteria win TrustRadius awards. Learn more about the types of TrustRadius awards to make the best purchase decision. More about TrustRadius Awards

Videos

Screenshots

Portseido Portfolio and Dividend Tracker

Product Demos

Technical Details

Technical Details
Deployment TypesSaaS
Mobile ApplicationApple iOS, Android, Mobile Web

FAQs

How much does Portseido cost?
Portseido starts at $0.
What are Portseido's top competitors?
Sharesight, Snowball Analytics, and Beanvest are common alternatives for Portseido.