★ A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES ★
VOL. XCIV, NO. 247
Portseido Review, Pricing, and Features
Portseido is a global investment portfolio tracker for self-directed investors who want transaction-based performance, dividend tracking, allocation views, risk metrics, benchmarking, lot analysis, multi-currency support, and custom assets across web and mobile. Free and Plus are useful for smaller portfolios, while Pro removes transaction limits and supports multiple portfolios after a no-card trial. It is not a broker, live broker-sync product, public API, tax filing system, or advisor-grade rebalancing platform.
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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
- Tracking stocks, ETFs, crypto, mutual funds, and custom assets across web, iOS, and Android, with public coverage claims spanning 70+ exchanges and investors in 160+ countries.
- Metrics for portfolio performance with money-weighted return, time-weighted return, simple return, beta, drawdown, Sharpe ratio, max drawdown duration, and benchmark comparisons.
- Analysis of allocation by business, industry, sector, country, region, asset class, and filtered multi-portfolio views.
- Automation for dividend tracking with dividend schedules, upcoming and estimated dividend views, cash dividend transactions, and user-defined withholding-tax rates.
- Views for reviewing open, closed, and partially open lots with realized and unrealized gains, annualized return versus benchmark, and FIFO, LIFO, or weighted-average cost basis.
- Import support for transactions manually, through broker statement uploads, XLSX/CSV-style templates, Google Spreadsheet, Yahoo Finance, Google Finance, and Portfolio Performance app workflows.
- Multi-currency portfolio display, automatic FX gain/loss handling, and optional multiple-cash-currencies mode.
- Tracking custom assets such as real estate, vehicles, art, watches, luxury goods, musical instruments, and NFTs with custom tickers and manual pricing.
- Limits: Free supports 50 total transactions, Plus supports 200 total transactions, and Pro is needed for unlimited transactions and multiple portfolios.
- Portseido is portfolio analytics and tracking software, not trade execution, live broker OAuth sync, public API access, tax filing, or advisor billing and compliance infrastructure.
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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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
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