VOL. XCIV, NO. 247
BEST INVESTING TOOLS COMPARISON
Source checks: DivvyDiary checked September 30, 2026 · Portseido checked September 24, 2026
Tool Comparison
DivvyDiary vs Portseido
- Paid from
- —
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You want calendar and alerts.
- Paid from
- $8/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- Delayed quotes won't cut it; you need real-time data
- You want data visualizations, performance attribution, and risk metrics.
- You've outgrown the basics and want pro-level depth
Pick DivvyDiary instead if
DivvyDiary
Free • Paid plans available · Web · Mobile
- You want calendar and alerts.
Start here
Portseido
Free • From $8/yr · Web · Mobile
- Delayed quotes won't cut it; you need real-time data
- You want data visualizations, performance attribution, and risk metrics.
- You've outgrown the basics and want pro-level depth
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOther tools you might like
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Our take
The bottom line
DivvyDiary and Portseido cover a lot of the same ground (3 shared categories, dividends, portfolio, and broker connectors), so for the basics you won't go far wrong with either. Portseido simply does more: 11 categories to DivvyDiary's 5, including data visualizations, performance attribution, and risk metrics. DivvyDiary counters by being completely free.
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DivvyDiary
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Key differences at a glance
- Real-time data
- Portseido
- Broader coverage
- Portseido11 vs 5 categories
- Broker sync
- DivvyDiary
- Free plan
- Both
What DivvyDiary does best
- View confirmed payouts and labeled dividend forecasts.
- Bring supported holdings into your portfolio.
- Receive dividend notifications.
- Aristocrat estimates payouts after your tax settings.
- Aristocrat extends forecasts and adds dividend backtesting.
What Portseido does best
- 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.
Side by side
Pricing comparison
See for yourself
Side by side
Price, platforms, data, and market coverage.ShowHide
Side by side
| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • Paid plans available | Free • From $8/yr |
Free tier | Yes | Yes |
Free trial | 7 days | 14 days |
Plan limits | Scrimper: portfolios: 1 and Aristocrat: portfolios: 5 | 8 limits: Free: transactions: 100, Free: portfolios: 1 +6 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | No | No |
Broker sync | Yes | No |
Integrations | Trade Republic, Scalable Capital +10 more | Google Sheets, Broker statement uploads +17 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate | Beginner, Intermediate, Advanced |
Best for | Dividend Investors and Long-term Investors | Retail Traders, Pro Retail +2 more |
Categories covered | 5 | 11 |
Regions | — | North America, Europe, APAC, LatAm, Middle East |
| Data & capabilities | ||
Data quality | Multi-currency and Look-through holdings | 6 signals: Latency: Real-time and End of Day, Granularity: EOD +4 more |
Capabilities | 3 signals: Broker sync, Multi-currency +1 more | 5 signals: Performance attribution, Portfolio attribution +3 more |
Security | — | Encryption at rest |
| Try it | Visit DivvyDiary | Visit Portseido |
Standout features
The best features of DivvyDiary and Portseido.ShowHide
Standout features
What DivvyDiary does best
- View confirmed payouts and labeled dividend forecasts.
- Bring supported holdings into your portfolio.
- Receive dividend notifications.
- Aristocrat estimates payouts after your tax settings.
- Aristocrat extends forecasts and adds dividend backtesting.
What Portseido does best
- 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.
All details
Every attribute we track for DivvyDiary and Portseido.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsBondsMutual FundsCryptosCommodities | StocksETFsCryptosMutual FundsReal EstateOther |
Experience | BeginnerIntermediate | BeginnerIntermediateAdvanced |
Target audience | Dividend InvestorsLong-term Investors | Retail TradersPro RetailLong-term InvestorsDividend Investors |
Regions | Not specified | North AmericaEuropeAPACLatAmMiddle East |
Coverage details | Identifiers: ISIN and Ticker | 31 countriesIdentifiers: Ticker |
| Data | ||
Data freshness | Not specified | Real-timeEnd of Day |
Data granularity | Not specified | EOD |
Pricing sources | Not specified | VendorManual |
| Access & integrations | ||
Import methods | CSVManual | CSVManual |
Integrations | Trade RepublicScalable CapitalDEGIROTrading 212comdirectCommerzbankDeutsche BankjustTRADE+4 more | Google SheetsBroker statement uploadsDEGIROTrading 212TD AmeritradeCharles SchwabFidelityInteractive Brokers+11 more |
Export formats | CSV | Not specified |
| Plans & trust | ||
Security & compliance | Not specified | Encryption at rest |
Capability signals | Broker syncMulti-currencyCost basis: FIFO | Performance attributionPortfolio attributionTax lotsMulti-currencyCost basis: FIFO and LIFO |
Vendor & support | Support: Email | Portseido Co., Ltd.Country: ThailandFounded 2021Support: Email |
Curation ratings | Not specified | Methodology 3/5Reliability 4/5UX 4/5 |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Free“Scrimper”portfolios: 1 | Freetransactions: 100 · portfolios: 1 |
| Entry paid plan | €9.99/mo“Aristocrat”portfolios: 5 | $8/yr≈ $8/mo“Plus”transactions: Unlimited · portfolios: 1 · +1 more |
| Top plan | €89.99/yr“Aristocrat”portfolios: 5 | $12/yr≈ $12/mo“Pro”transactions: Unlimited · portfolios: Multiple · +1 more |
| Free trial | 7 days | 14 days |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between DivvyDiary and Portseido?
DivvyDiary leans toward dividends, portfolio, and calendar, while Portseido puts more weight on portfolio, data visualizations, and performance attribution. They overlap in 3 categories, so for most people it comes down to workflow preference and price.
How much do DivvyDiary and Portseido cost?
Good news: both DivvyDiary and Portseido have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: DivvyDiary or Portseido?
Honestly, neither is aimed at beginners. Expect a learning curve either way; that's the trade-off for the depth they offer.
Should I choose DivvyDiary or Portseido?
It depends on what you're after. Pick DivvyDiary if calendar and alerts matter to you; go with Portseido if you'd rather have data visualizations and performance attribution. And if you only need the basics both share, let price decide.
What asset classes do DivvyDiary and Portseido cover?
Both cover stocks, ETFs, mutual funds, and cryptos. DivvyDiary also handles bonds and commodities. Portseido adds real estate and other on top.
Does DivvyDiary or Portseido have real-time data?
Portseido offers real-time data, which matters if you trade actively. DivvyDiary runs on delayed or end-of-day data, which is perfectly fine for longer-term investors who don't live and die by the tick.
Can I export data from DivvyDiary and Portseido?
DivvyDiary exports to CSV. Portseido is stingier about getting data out.
Can DivvyDiary or Portseido connect to my broker?
DivvyDiary syncs with brokers automatically. With Portseido, you're entering holdings by hand or importing files.
Are DivvyDiary and Portseido good for long-term investing?
Yes, both are aimed squarely at long-term investors. Compare their coverage, workflow, and price before assuming they solve the same long-term research job.
Can I track my portfolio with DivvyDiary or Portseido?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.