Overview
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…
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$10
Pro Monthly
$15
Entry-level set up fee?
- No setup fee
Offerings
- Free Trial
- Free/Freemium Version
- Premium Consulting/Integration Services
Product Demos
Portseido - 5 minutes walkthrough of all features
Product Details
- About
- Integrations
- Competitors
- Tech Details
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
Portseido Features
- Supported: Measurement and benchmarking of portfolio performance
- Supported: Tracking and monitoring assets allocation
- Supported: Centralized investment tracking
- Supported: Multiple portfolio tracking
- Supported: Support for currencies worldwide
Portseido Screenshots
Portseido Video
Portseido Integrations
- Microsoft Excel
- Google Spreadsheet
Portseido Competitors
Portseido Technical Details
| Deployment Types | Software as a Service (SaaS), Cloud, or Web-Based |
|---|---|
| Operating Systems | Unspecified |
| Mobile Application | Apple iOS, Android, Mobile Web |
