VOL. XCIV, NO. 247
A CURATED DIRECTORY OF FINANCIAL TOOLS AND RESOURCES
Portseido Review, Pricing, and Features
Portseido
Portseido tracks transactions, performance, dividends, allocations, risk, benchmarks, lots, currencies, and custom assets on web and mobile. Free allows 100 transactions; Plus removes that cap, and Pro supports multiple portfolios. Current pricing advertises broker syncing. It is not a broker, tax filer, public API, or adviser platform.
Best for
- Self-directed global investors looking for transaction-based performance, dividends, allocation, benchmarks, and custom assets across web and mobile.
- For comparing portfolio trackers where a no-card Pro trial, global exchange coverage, and free calculators can convert intent into subscriptions.
- Investors who prefer manual/file imports and analytics over brokerage execution or advisor-grade reporting infrastructure.
Watch out
- Free supports 100 transactions and 1 portfolio; Plus removes the transaction cap but keeps 1 portfolio.
- Current pricing advertises automatic broker syncing in every tier, but the connection method and institution list need confirmation.
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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 unlimited transactions in 1 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.
- Review 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 100 total transactions; Plus and Pro allow unlimited transactions, while Pro adds multiple portfolios.
- Portseido is portfolio analytics and tracking software, not trade execution, a public API, 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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I'm Jera Value, and I write every record here myself. I'm an independent investor who likes code and value investing, and I keep these notes because I use the tools for my own research. When a page is wrong, I fix it and say so.
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