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Alternatives to Portseido

Curated replacements grouped by fit, tradeoffs, pricing flexibility, and platform access. Use this list to decide which Portseido competitor is worth testing first.

Looking for a Portseido replacement? We've profiled 9 alternatives by workflow fit, pricing flexibility, caveats, and platform access. Whether you need a free option to trial, mobile-ready workflows, or API integrations, this list helps you choose what to test first.

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Which Alternative Should You Use?

Snowball Analytics logo

Snowball Analytics

Closest replacement

Best for: Investors tracking several asset types, currencies, or brokerage accounts in one portfolio record.

  • Snowball Analytics best matches the base workflow on portfolio tracking, portfolio analytics, and dividend analysis.
  • Snowball Analytics also has a free plan, so you can try it without paying. Free-plan limits: Signup required. Free plan has portfolio, holding, custom asset, watchlist, and history limits.

Watch for: Free plan is intentionally limited: Free access is capped at one portfolio, 10 holdings, one custom asset, one watchlist, and shorter history.

Try Snowball Analytics
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Zenvesto logo

Zenvesto

Best workflow fit

Best for: Retail investors looking for a portfolio dashboard with performance, dividends, news, watchlists, AI analysis, and historical simulations.

  • Zenvesto best matches the base workflow on portfolio tracking, portfolio analytics, and dividend analysis.
  • Zenvesto also has a free plan, so you can try it without paying. Free-plan limits: Signup required. Free plan is available.

Watch for: Coverage claims need care: Verified NYSE/Nasdaq detail conservatively despite broader marketing references to global exchange coverage.

View Zenvesto plans
DetailsCompare
Sharesight logo

Sharesight

Best audience fit

Best for: DIY investors needing global portfolio performance, dividend, currency, and tax reporting across brokers.

  • Sharesight best matches the base workflow on portfolio tracking, portfolio analytics, and dividend analysis.
  • Sharesight also has a free plan, so you can try it without paying. Free-plan limits: Signup required. Free plan tracks one portfolio with up to 10 holdings.

Watch for: Free plan is capped at 10 holdings: The free tier is limited to one portfolio, 10 holdings, and one custom group.

Try Sharesight
DetailsCompare
Portfolio Performance logo

Portfolio Performance

Quality-checked pick

Best for: Cost-sensitive investors looking for local-first desktop portfolio accounting, TTWROR/IRR performance, multi-currency support, imports, exports, and rebalancing without sending broker credentials to a SaaS app.

  • Portfolio Performance best matches the base workflow on portfolio tracking, portfolio analytics, and long-term portfolio tracking.
  • Portfolio Performance also has a free plan, so you can try it without paying. Free-plan limits: Official desktop site describes Portfolio Performance as open source software for Windows, macOS, and Linux.

Watch for: Desktop-first workflow: The core product is a desktop application. The mobile app is primarily a companion for viewing the portfolio file.

Download Portfolio Performance
DetailsCompare

Detailed Alternatives

I want to

Our ranked order by workflow overlap and quality.

1
Snowball Analytics logo
Closest replacement

Snowball Analytics

Bottom line: Investors tracking several asset types, currencies, or brokerage accounts in one portfolio record.

Keep

  • Portfolio
  • Performance Attribution
  • Risk Metrics
  • Dividends
  • Splits
  • Dividend Tax / ADR Withholding

Gain

  • Watchlist
  • Backtesting
  • Calendar
  • Alerts

Lose

  • Data Visualizations
  • Tax Lots / Lot Optimization
  • Retirement Calculator

Watch out

  • Avoid as a full replacement if you rely on portfolio watchlists, charting and technical analysis, and advisor and client reporting.
  • Free-plan limits: Signup required. Free plan has portfolio, holding, custom asset, watchlist, and history limits. Paid plans have a 14-day trial with no credit card required.
  • Free plan is intentionally limited: Free access is capped at one portfolio, 10 holdings, one custom asset, one watchlist, and shorter history.
Cost
Free with signup

$6.67/moto go paid, billed yearly

$1.33/mo less than Portseido

Fit
Partial replacement
Try Snowball AnalyticsCompare
Full review and details
2
Sharesight logo
Best audience fit

Sharesight

Bottom line: DIY investors needing global portfolio performance, dividend, currency, and tax reporting across brokers.

Keep

  • Portfolio
  • Performance Attribution
  • Risk Metrics
  • Dividends
  • Dividend Tax / ADR Withholding
  • Broker Connectors

Gain

  • Downloadable Tax Reports
  • Capital Gains Estimator
  • Wealth Management
  • Advisor Operations

Lose

  • Data Visualizations
  • Tax Lots / Lot Optimization
  • Splits
  • Retirement Calculator

Watch out

  • Avoid as a full replacement if you rely on portfolio watchlists and charting and technical analysis.
  • Free-plan limits: Signup required. Free plan tracks one portfolio with up to 10 holdings. Starter is €9.33 per month or €7 per month billed annually; Standard is €22.67 or €17; Premium is €30.67 or €23, including VAT.
  • Free plan is capped at 10 holdings: The free tier is limited to one portfolio, 10 holdings, and one custom group.
Cost
Free with signup

Free • Paid plans available

Fit
Partial replacement
Try SharesightCompare
Full review and details
3
Marketlog logo
Partial replacement

Marketlog

Bottom line: Retail investors who need manual or broker-connected portfolio tracking, dividends, goals, forecasts, benchmarks, and sharing.

Keep

  • Portfolio
  • Data Visualizations
  • Risk Metrics
  • Dividends
  • Splits
  • Broker Connectors

Gain

  • Watchlist
  • Institutional Ownership
  • Monte Carlo
  • News

Lose

  • Performance Attribution
  • Tax Lots / Lot Optimization
  • Dividend Tax / ADR Withholding
  • Retirement Calculator

Watch out

  • Avoid as a full replacement if you rely on portfolio watchlists, filings and transcript research, and advisor and client reporting.
  • Free-plan limits: Signup required. Free supports unlimited portfolios, holdings, and transactions with manual tracking, 3 goals per portfolio, a 3-item watchlist, and 5 years of price history. Plus costs $7.99 monthly or $6.67 per month billed yearly. Pro costs $17.99 monthly or $15 per month billed yearly.
  • Not a broker or adviser: Marketlog tracks and analyzes portfolios but does not execute trades, provide fiduciary advice, or act as an exchange.
Cost
Free with signup

$6.67/moto go paid, billed yearly

$1.33/mo less than Portseido

Fit
Partial replacement
Track portfolios with MarketlogCompare
Full review and details
4
Delta by eToro logo
Delta by eToroPartial replacement
4
Delta by eToro logo
Partial replacement

Delta by eToro

Bottom line: Retail investors looking for one mobile-first tracker for stocks, ETFs, crypto, funds, forex, commodities, and wallets.

Keep

  • Portfolio
  • Data Visualizations
  • Risk Metrics
  • Broker Connectors

Gain

  • Watchlist
  • Alerts
  • Calendar
  • News

Lose

  • Performance Attribution
  • Tax Lots / Lot Optimization
  • Dividends
  • Splits

Watch out

  • Avoid as a full replacement if you rely on portfolio watchlists and advisor and client reporting.
  • Free-plan limits: Signup required. Basic is free with a limited number of tracked assets. PRO and PRO+ unlock higher asset limits, deeper analytics, AI/context features, and advanced reporting.
  • Free tier is asset-capped: Basic supports up to 10 tracked assets. Larger portfolios need PRO or PRO+.
Cost
Free with signup

$4.49/moto go paid, billed yearly

$3.51/mo less than Portseido

Fit
Partial replacement
View Delta PROCompare
Full review and details
5
getquin logo
getquinPartial replacement
5
getquin logo
Partial replacement

getquin

Bottom line: European retail investors looking for a social, mobile-friendly portfolio and net-worth tracker.

Keep

  • Portfolio
  • Dividends
  • Broker Connectors
  • Retirement Calculator

Gain

  • Watchlist
  • Institutional Ownership
  • Stock Ideas
  • Market Sentiment

Lose

  • Data Visualizations
  • Performance Attribution
  • Risk Metrics
  • Tax Lots / Lot Optimization

Watch out

  • Avoid as a full replacement if you rely on portfolio alerts and charting and technical analysis.
  • Free-plan limits: Signup required. Core portfolio tracking is free to download/use. Free includes unlimited bank and broker connections, real-time financial data, net worth view, and essential analysis.
  • Regional price differences: The public annual Euro prices exclude country tax; in-app prices can vary by region.
Cost
Free with signup

Free • Paid plans available

Fit
Partial replacement
Open getquinCompare
Full review and details
6
Portfolio Performance logo
Portfolio PerformanceQuality-checked pick
6
Portfolio Performance logo
Quality-checked pick

Portfolio Performance

Analyst pickTested by us

Bottom line: Cost-sensitive investors looking for local-first desktop portfolio accounting, TTWROR/IRR performance, multi-currency support, imports, exports, and rebalancing without sending broker credentials to a SaaS app.

Keep

  • Portfolio
  • Data Visualizations
  • Performance Attribution
  • Risk Metrics

Gain

  • Watchlist

Lose

  • Tax Lots / Lot Optimization
  • Dividends
  • Splits
  • Dividend Tax / ADR Withholding

Watch out

  • Avoid as a full replacement if you rely on dividend analysis, portfolio alerts, and API and market data.
  • Free-plan limits: Official desktop site describes Portfolio Performance as open source software for Windows, macOS, and Linux. Mobile companion app is separate; US App Store Premium costs $3 monthly or $25 yearly, and other stores may differ. Data is stored locally and can be exported as CSV or JSON.
  • Desktop-first workflow: The core product is a desktop application. The mobile app is primarily a companion for viewing the portfolio file.
Cost
Free, no signup

$2.08/moto go paid, billed yearly

$5.92/mo less than Portseido

Fit
Drop-in replacement
Download Portfolio PerformanceCompare
Full review and details
7
Wealthfolio logo
WealthfolioDrop-in replacement
7
Wealthfolio logo
Drop-in replacement

Wealthfolio

Bottom line: Privacy-conscious long-term investors looking for portfolio, net-worth, spending, and retirement-planning workflows in a local database they control.

Keep

  • Portfolio
  • Data Visualizations
  • Performance Attribution
  • Risk Metrics
  • Broker Connectors
  • Retirement Calculator

Gain

  • Monte Carlo
  • Custom Dashboards

Lose

  • Tax Lots / Lot Optimization
  • Dividends
  • Splits
  • Dividend Tax / ADR Withholding

Watch out

  • Avoid as a full replacement if you rely on dividend analysis, portfolio watchlists, and portfolio alerts.
  • Free-plan limits: The AGPL-3.0 core app is free, uses pay-what-you-want downloads, and does not require an account. Free use relies on manual tracking or CSV imports; automatic brokerage and device sync require Wealthfolio Connect. Self-hosted use requires the user to supply and maintain the server, authentication, secrets, backups, and updates.
  • No native Android app: Native Android is planned but not available. Android users currently need the progressive web app from a self-hosted Wealthfolio instance.
Cost
Free, no signup

$2.99/moto go paid

$5.01/mo less than Portseido

Fit
Drop-in replacement
Download WealthfolioCompare
Full review and details
8
Ghostfolio logo
GhostfolioPartial replacement
8
Ghostfolio logo
Partial replacement

Ghostfolio

Bottom line: Privacy-conscious users looking for an open-source portfolio and net-worth dashboard they can self-host.

Keep

  • Portfolio
  • Data Visualizations

Gain

  • APIs & Data Feeds

Lose

  • Performance Attribution
  • Risk Metrics
  • Tax Lots / Lot Optimization
  • Dividends

Watch out

  • Avoid as a full replacement if you rely on dividend analysis, portfolio alerts, and options and trading workflows.
  • Free-plan limits: Self-hosted open-source use is free. Managed Basic hosting is free with unlimited transactions and accounts. Premium costs $48 per year and adds advanced analytics, professional market data, and email or chat support.
  • Self-hosting has operational burden: The self-hosted option requires running and maintaining your own Ghostfolio instance and data setup; managed Basic is also free.
Cost
Free, no signup

$4/moto go paid, billed yearly

$4/mo less than Portseido

Fit
Partial replacement
View Ghostfolio optionsCompare
Full review and details
9
Zenvesto logo
ZenvestoBest workflow fit
9
Zenvesto logo
Best workflow fit

Zenvesto

Bottom line: Retail investors looking for a portfolio dashboard with performance, dividends, news, watchlists, AI analysis, and historical simulations.

Keep

  • Portfolio
  • Data Visualizations
  • Risk Metrics
  • Dividends
  • Compounding Calculator

Gain

  • Watchlist
  • Backtesting
  • News
  • Calendar

Lose

  • Performance Attribution
  • Tax Lots / Lot Optimization
  • Splits
  • Dividend Tax / ADR Withholding

Watch out

  • Avoid as a full replacement if you rely on portfolio alerts.
  • Free-plan limits: Signup required. Free plan is available. Free includes price and earnings alerts, dividend tracking, and 3 Time Machine simulations per day.
  • Coverage claims need care: Verified NYSE/Nasdaq detail conservatively despite broader marketing references to global exchange coverage.
Cost
Free with signup

$7.49/moto go paid, billed yearly

$0.51/mo less than Portseido

Fit
Partial replacement
View Zenvesto plansCompare
Full review and details

What This Shortlist Tells You

Snowball Analytics is the closest drop-in replacement with overlapping coverage in Portfolio, Performance Attribution, and Risk Metrics while adding Watchlist and Backtesting coverage and Tracks brokerage accounts, user-defined assets, and cash in separate or composite portfolios. and Supports stocks, ETFs, funds, bonds, crypto, currencies, commodities, cash, real estate, and custom assets across more than 30 exchanges and 30 currencies. features (workflow overlap ~73%).

Free tiers remain available through Snowball Analytics, Sharesight, Marketlog, Delta by eToro, getquin, Portfolio Performance, Wealthfolio, Ghostfolio, and Zenvesto for side-by-side testing.

Round out your stack with new coverage areas like Watchlist, Backtesting, Calendar, and Alerts.

Portseido still leads on Tax Lots / Lot Optimization, so keep it handy for those workflows.

Coverage Snapshot

Where alternatives already align

Most shared categories across the top matches.

Portfolio×9Risk Metrics×7Broker Connectors×6Data Visualizations×6Dividends×5Compounding Calculator×4Performance Attribution×4Dividend Tax / ADR Withholding×2

New angles introduced

Categories the alternatives add beyond Portseido.

Watchlist+6Alerts+5News+5AI Research+4Calendar+4Financials+3APIs & Data Feeds+2Backtesting+2

Access & Pricing

Free to start

9/9

9 of 9 start free, same as Portseido.

Paid plans from

$2.08/mo

Portfolio Performance is the cheapest paid upgrade. Portseido starts at $8/mo.

Mobile app

8 of 9

8 have a mobile app, like Portseido.

API access

2 of 9

2 expose an API or data feed, usually on a paid plan.

Hands-on tested

1 of 9

1 tested hands-on. 1 are analyst picks.

Coverage overlap

60%

Average share of Portseido categories each alternative covers.

Frequently Asked Questions

What are the best alternatives to Portseido?

Snowball Analytics, Sharesight, and Marketlog share the most workflows with Portseido, in that order. Start with the one whose Keep list matches what you use daily.

Which alternatives keep a free tier?

Snowball Analytics, Sharesight, Marketlog, Delta by eToro, getquin, Portfolio Performance, Wealthfolio, Ghostfolio, and Zenvesto start free, so you can test them before paying. Check each card for signup and usage limits on the free plan.

Which workflows do the top Portseido alternatives cover?

Between them the top matches cover Broker Connectors, Compounding Calculator, Data Visualizations, Dividend Tax / ADR Withholding, Dividends, Performance Attribution, Portfolio, Retirement Calculator, Risk Metrics, and Splits. Portseido workflows in those areas move over as they are. The Lose column on each card names what does not.

Where does Portseido still stand out?

None of the alternatives here cover Tax Lots / Lot Optimization. Keep Portseido for that, or run both tools side by side.

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Feedback

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Curation & Accuracy

This directory blends AI‑assisted discovery with human curation. Entries are reviewed, edited, and organized with the goal of expanding coverage and sharpening quality over time. Your feedback helps steer improvements (because no single human can capture everything all at once).

Details change. Pricing, features, and availability may be incomplete or out of date. Treat listings as a starting point and verify on the provider’s site before making decisions. If you spot an error or a gap, send a quick note and I’ll adjust.