VOL. XCIV, NO. 247
★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
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Portseido Review, Pricing, and Features
Freemium global investment portfolio tracker focused on self-directed investors. Portseido tracks stocks, ETFs, crypto, mutual funds and custom assets across web and iOS/Android, with transaction-based portfolio analytics, dividend automation, allocation views, risk metrics, benchmarking, lot-level trade analysis, multi-currency handling, and manual, file, and Google Sheet imports. It is not a brokerage or trading execution platform, and no public API, live broker sync/OAuth, SOC 2/ISO certification, or advisor-grade billing/rebalancing suite was found in the reviewed public documentation.
Community votes (overall)
Pricing
Free • From $8/yr · 14-day trial · 3 plans
Free
Free tier for starting portfolio tracking with limited transaction capacity.
Plus
Paid tier for users who need more transactions but only one portfolio.
Pro
Paid tier for multiple portfolios and unlimited transaction tracking.
Key features
- All-in-one portfolio tracker for stocks, ETFs, cryptocurrencies and custom assets, with public pages citing 70+ stock exchanges, 20,000+ ETFs and investors in 160+ countries.
- Web app plus iOS and Android apps for tracking portfolio performance, viewing real-time market data, managing trades and accessing investment insights on the go.
- Portfolio analytics include money-weighted return (MWR), time-weighted return (TWR), simple return, beta, drawdown, Sharpe ratio, max drawdown duration and benchmarking against user-selected indices, ETFs and other assets.
- Allocation dashboards break holdings down by businesses, industries, sectors, countries, regions, asset classes and other dimensions, with filtered multi-portfolio views.
- Dividend tracker automatically adds cash dividend transactions based on holdings and dividend schedules, supports upcoming and estimated dividend views, and can calculate dividend withholding tax from a user-defined tax rate.
- Trade and lot analysis includes open, closed and partially open lot status, realized and unrealized gain breakdowns, annualized return versus benchmark, and cost-basis switching between FIFO, LIFO and weighted-average methods.
- Import workflows include manual trade entry on the website, uploads of broker statements or trade logs, XLSX/CSV-style templates, and Google Spreadsheet as a transaction source.
- Broker statement sources include DEGIRO, Trading 212, TD Ameritrade, Charles Schwab, Fidelity, Interactive Brokers, Robinhood, Trade Republic, XTB, eToro, Vanguard, Webull, Questrade, Saxo, Moomoo, Wealthsimple, E*TRADE and many more.
- Multi-currency support includes portfolio display currency selection, automatic FX gain/loss handling, and an optional multiple-cash-currencies mode for portfolios holding cash balances in more than one currency.
- Margin and short-selling mode can be enabled; by default Portseido uses automatic deposits to prevent negative cash and excludes short-sale calculations for sells without a prior position.
- Custom Asset Manager lets users track non-standard assets such as real estate, vehicles, art, watches, luxury goods, musical instruments and NFTs by creating custom tickers, entering transactions and manually updating prices.
- Free tools include FIRE calculators, dividend calculator, time-weighted and money-weighted return calculators, portfolio rebalancing calculator, portfolio weight calculator, DCA calculator and stock profit calculator.
FAQ
Is Portseido free?
Not entirely. Portseido includes a free tier, but its paid subscription options unlock more capacity. Visit the vendor site for current limits and pricing. A 14-day free trial is available on select plans.
Who is Portseido best for?
Portseido is built for Retail Traders, Pro Retail, Long-term Investors, and Dividend Investors. It suits beginner, intermediate, and advanced users.
What platforms and connections does Portseido support?
You can use Portseido on Web and Mobile. Integrations include Google Sheets, Broker statement uploads, DEGIRO, Trading 212, TD Ameritrade, Charles Schwab + 13 more.
Which markets does Portseido cover?
Portseido covers North America, Europe, APAC, LatAm, and Middle East. Examples include US, GB, CA, SG, AU + 26 more. It tracks Stocks, ETFs, Cryptos, Mutual Funds, Real Estate, and Other. Identifiers include Ticker.
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Information
About Me
Hey! Thanks for stopping by. I'm an independent investor with a soft spot for coding and the stock market - especially value investing (as you can probably tell from the tools I've collected here, haha). Hopefully you'll find something useful or interesting along the way.
Find me here:
- Twitter / X: @Jera_Value
- Website: Jera Value
Got questions or suggestions? I'm all ears!
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Discovered a gem I don't have here yet? Drop the link below and I'll check it out ASAP. Tagging me on X works too! Can't wait to see what you've found!
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Suggest on XStarred Tools
These are my top picks. Tools I've tested thoroughly and found to be excellent. They do their job really well, and I use them a lot. If you're not already familiar with them, I highly recommend checking them out.
Tested Tools
These are tools I've tried and found to be solid, but not standout. Think of them as passing an initial quality screen: worth exploring, though not all will be exceptional.
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.