VOL. XCIV, NO. 247

Free Alternatives to Portseido

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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 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.

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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 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.

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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 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.

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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 also has a free plan, so you can try it without paying. Free-plan limits: Signup required. 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

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 Performance Compare

Full review and details

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 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

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. 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.

Cost

Free, no signup

$6.58/moto go paid, billed yearly

$1.42/mo less than Portseido

Fit: Partial replacement

Try Stock Analysis Pro Compare

Full review and details

Investing.comPartial replacementFree • From $18.95/moFree, no signup

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

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. 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.

Cost

Free, no signup

$18.95/moto go paid

$10.95/mo more than Portseido

Fit: Partial replacement

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

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: The current vendor pricing page lists Free at 3 stocks and 1 portfolio. Premium Annual allows 250 holdings across 5 portfolios with combined income views and priority support. Premium Annual costs EUR 49.99; the monthly toggle did not expose a verifiable exact charge.
Manual holdings only: OnlyDividends does not advertise broker sync, bank access, public APIs, or automated tax-lot imports.

Cost: Free, no signup; Free • Paid plans available

Fit: Partial replacement

Download OnlyDividends Compare

Full review and details

Delta by eToroPartial replacementFree • From $4.49/mo billed yearlyFree 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

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 PRO Compare

Full review and details

Dividend WatchPartial replacementFree • From $6/mo billed yearlyFree with signup

Partial replacement

Dividend Watch

Analyst pickTested by us

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

Keep

Portfolio
Data Visualizations
Dividends
Broker Connectors

Gain

Watchlist
Calendar
Stock Ideas
Screeners

Lose

Performance Attribution
Risk Metrics
Tax Lots / Lot Optimization
Splits

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. 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.

Cost

Free with signup

$6/moto go paid, billed yearly

$2/mo less than Portseido

Fit: Partial replacement

Try Dividend Watch Compare

Full review and details

Snowball AnalyticsClosest replacementFree • From $6.67/mo billed yearlyFree with signup

Closest replacement