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

Media

Portseido Portfolio and Dividend Tracker
Portseido Dividend Tracker
Portseido Goal Tracker

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