VOL. XCIV, NO. 247

Free Alternatives to Portseido

Checking

Free replacement verdicts

Free Alternatives to Portseido

Zero-cost replacements grouped by fit, tradeoffs, pricing friction, and platform access. Use this list to test Portseido before paying for another subscription.

Switching from Portseido doesn't have to cost a thing. We've curated 20 free-tier alternatives that cover similar workflows, from Portfolio to Dividends and beyond. Each pick below is framed by fit, caveats, and access friction so you can trial replacements without opening your wallet.

Visit Portseido All alternatives Tool details

Disclosure: outbound links may include affiliate or sponsor links

Which Alternative Should You Use?

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 keeps the replacement test in the same free-access lane. Free access caveat: signup required and 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.

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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 keeps the replacement test in the same free-access lane. Free access caveat: signup required and Free plan is available..

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

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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 keeps the replacement test in the same free-access lane. Free access caveat: signup required and 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.

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TipRanks

Quality-checked pick

Best for: Retail investors looking for analyst consensus, expert rankings, Smart Score, news sentiment, and stock ideas.

TipRanks best matches the base workflow on portfolio tracking, portfolio analytics, and charting and technical analysis.
TipRanks keeps the replacement test in the same free-access lane. Free access caveat: signup required and Free/Basic MCP OAuth quota is 10 tool calls per month..

Watch for: Best tools are paid: Premium and Ultimate gate Smart Portfolio, Smart Score, expert/insider/hedge-fund tools, exports, and higher MCP quotas.

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Detailed Alternatives

I want to

Pay lessFill a gapUpgrade overall

Free tiers first, then the lowest starting price.

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
Free AGPL-3.0 core app with local SQLite storage and no required account.
Desktop applications for macOS, Windows, and Linux, native iPhone and iPad support, and a Docker-based self-hosted web edition.

Lose

Tax Lots / Lot Optimization
Dividends
Splits
Dividend Tax / ADR Withholding
Compounding Calculator

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, and 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.

Price: PortseidoFree • From $8/yr
WealthfolioFree • From $3.99/mo
Free tier: Free, no signup
Replacement: Drop-in replacement

Pricing checked 2026-08-23 via pricing.

Download Wealthfolio Compare

Full review and details

Partial replacement

Stock Analysis

Analyst pickTested by us

Bottom line: Regular investors looking for fast stock and fund research pages, screeners, comparisons, watchlists, and market calendars.

Keep

Portfolio
Data Visualizations
Risk Metrics
Dividends
Splits
Broker Connectors

Gain

Stock Ideas
Screeners
ETF Screeners
Top Analysts

Lose

Performance Attribution
Tax Lots / Lot Optimization
Dividend Tax / ADR Withholding
Retirement Calculator
Portfolio tracker for stocks, ETFs, cryptocurrencies, and custom assets, with public pages citing 70+ stock exchanges, 20,000+ ETFs, and investors in 160+ countries.

Watch out

Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and portfolio watchlists.
Free-plan limits: Free access is ad-supported, Free exports and financial history are limited compared with Pro and Unlimited, and Free accounts allow 10 active alerts. Brokerage sync, full ETF holdings, and advanced analyst filtering require paid plans.
No public API: Stock Analysis does not currently offer API access.

Price: PortseidoFree • From $8/yr
Stock AnalysisFree • From $79/yr
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Stock Analysis Pro Compare

Full review and details

Partial replacement

Investing.com

Analyst pickTested by us

Bottom line: Users looking for one free global market portal for quotes, charts, calendars, news, watchlists, and portfolio tracking.

Keep

Portfolio
Data Visualizations
Dividends
Splits

Gain

Stock Ideas
Screeners
Stock Comparison
Options

Lose

Performance Attribution
Risk Metrics
Tax Lots / Lot Optimization
Dividend Tax / ADR Withholding
Broker Connectors

Watch out

Avoid as a full replacement if you rely on portfolio analytics, dividend analysis, and long-term portfolio tracking.
Free-plan limits: Free access is ad-supported and does not include the full InvestingPro research layer, Free WarrenAI access is limited to 10 lifetime messages and requires an account; paid plans include 50 or 500 credits per month, and ProPicks, premium reports, and deeper datasets are plan-gated.
Not a broker or API product: Investing.com does not provide trade execution or a public API. Widgets and RSS are its public integration methods.

Price: PortseidoFree • From $8/yr
Investing.comFree • From $13.99/mo
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-05 via pricing.

View InvestingPro Compare

Full review and details

OnlyDividendsPartial replacementFree • Paid plans availableFree, no signup

Partial replacement

OnlyDividends

Bottom line: Privacy-conscious dividend investors who want manual income tracking, payday notifications, after-tax estimates, and no broker login.

Keep

Portfolio
Data Visualizations
Risk Metrics
Dividends
Splits
Dividend Tax / ADR Withholding

Gain

Stock Ideas
Screeners
Alerts
Calendar

Lose

Performance Attribution
Tax Lots / Lot Optimization
Broker Connectors
Retirement Calculator
Portfolio tracker for stocks, ETFs, cryptocurrencies, and custom assets, with public pages citing 70+ stock exchanges, 20,000+ ETFs, and investors in 160+ countries.

Watch out

Avoid as a full replacement if you rely on portfolio watchlists, macro and fund research, and advisor and client reporting.
Free-plan limits: App Store lists free tracking for up to 3 stocks, Premium tracking is capped at up to 50 stocks and adds priority support, and Premium costs EUR 6.99/month or EUR 49.99/year on the current website.
Manual holdings only: OnlyDividends does not advertise broker sync, bank access, public APIs, or automated tax-lot imports.

Price: PortseidoFree • From $8/yr
OnlyDividendsFree • Paid plans available
Free tier: Free, no signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via homepage.

Download OnlyDividends Compare

Full review and details

Portfolio PerformanceDrop-in replacementFree • Paid plans availableFree, no signup

Drop-in replacement

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
Calculates overall portfolio performance using True-Time Weighted Rate of Return (TTWROR) or Internal Rate of Return (IRR).
Records full transaction history (purchases, sales, taxes, fees) across accounts and securities accounts.
Dashboards and reports with performance + risk indicators (e.g., max drawdown, volatility, semivariance) and charts/heat maps.

Lose

Tax Lots / Lot Optimization
Dividends
Splits
Dividend Tax / ADR Withholding
Broker Connectors

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 available separately; optional app subscriptions may vary by app store region, and 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.

Price: PortseidoFree • From $8/yr
Portfolio PerformanceFree • Paid plans available
Free tier: Free, no signup
Replacement: Drop-in replacement

Pricing checked 2026-08-23 via homepage.

Download Portfolio Performance Compare

Full review and details

Delta by eToroPartial replacementFree • From $53.88/yrFree with signup

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
Dividend Tax / ADR Withholding

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, and 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+.

Price: PortseidoFree • From $8/yr
Delta by eToroFree • From $53.88/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

View Delta PRO Compare

Full review and details

Dividend WatchPartial replacementFree • From $72/yrFree with signup

Partial replacement

Dividend Watch

Analyst pickTested by us

Bottom line: Dividend investors who need forecasts, calendars, DRIP tracking, and dividend safety scores.

Keep

Portfolio
Data Visualizations
Dividends
Broker Connectors

Gain

Watchlist
Calendar
Stock Ideas
Screeners

Lose

Performance Attribution
Risk Metrics
Tax Lots / Lot Optimization
Splits
Dividend Tax / ADR Withholding

Watch out

Avoid as a full replacement if you rely on portfolio analytics, long-term portfolio tracking, and API and market data.
Free-plan limits: Signup required, Free tier supports one portfolio and up to 10 holdings, and Premium and Pro include a 7-day trial.
Free tier is small: Free access tracks one portfolio with up to 10 holdings and limited statement history.

Price: PortseidoFree • From $8/yr
Dividend WatchFree • From $72/yr
Free tier: Free with signup
Replacement: Partial replacement

Pricing checked 2026-08-23 via pricing.

Try Dividend Watch Compare

Full review and details

Snowball AnalyticsClosest replacementFree • From $79.99/yrFree with signup

Closest replacement