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.

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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 Write a Review

Company Information

Portseido
Founded: 2021
Thailand
www.portseido.com

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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?
Q: What languages does Portseido support in their product?
Q: What kind of support options does Portseido offer?
Q: Does Portseido have a mobile app?
Q: What type of training does Portseido provide?
Q: Does Portseido offer a free trial?
Q: How much does Portseido cost?

Portseido Product Features

Stock Portfolio Management

Order Management
For Traders
Billing & Invoicing
Client Management
Wash Sale Detection
Portfolio Rebalancing
Technical Analysis
For Investment Advisors
Data Warehousing
Portfolio Accounting
Tax Management
Risk Management

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
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "This just solves my portfolio tracking need. "

    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
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Amazing portfolio tracker!"

    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
    Ease
    Features
    Pricing
    Support
    Probability You Would Recommend?
    1 2 3 4 5 6 7 8 9 10

    "Really versatile portfolio tracker"

    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...
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