Tool Comparison
Portfolio Performance vs Portseido
- Paid from
- $2.08/mo
- Free plan
- Yes
- Platforms
- Desktop, Mobile
Best if
- You want the cheaper way in: plans start at $2.08/mo instead of $8/mo
- You want watchlist.
- 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 tax lots / lot optimization, dividends, and splits.
- You're newer to investing and want something approachable
Pick Portfolio Performance instead if
Portfolio Performance
Free • From $25/yr · Desktop · Mobile
- You want the cheaper way in: plans start at $2.08/mo instead of $8/mo
- You want watchlist.
Start here
Portseido
Free • From $8/yr · Web · Mobile
- Delayed quotes won't cut it; you need real-time data
- You want tax lots / lot optimization, dividends, and splits.
- You're newer to investing and want something approachable
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Portfolio Performance and Portseido cover a lot of the same ground (4 shared categories, including portfolio, data visualizations, and performance attribution), so for the basics you won't go far wrong with either. Portseido simply does more: 11 categories to Portfolio Performance's 5, including tax lots / lot optimization, dividends, and splits. Portfolio Performance counters by starting cheaper at $2.08/mo.
What readers say
Portfolio Performance
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Portseido
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Key differences at a glance
- Cheaper paid plan
- Portfolio Performance$2.08/mo vs $8/mo
- Free trial
- Portseido14 days
- Broader coverage
- Portseido11 vs 5 categories
- Desktop app
- Portfolio Performance
- Real-time data
- Portseido
- Beginner friendly
- Portseido
What Portfolio Performance does best
- Tracking portfolios across accounts and securities accounts with purchases, sales, fees, taxes, dividends, transfers, and full transaction history.
- Metrics for performance with True-Time Weighted Rate of Return, Internal Rate of Return, drawdown, volatility, semivariance, charts, heat maps, and other risk/performance views.
- Taxonomies and allocation charts to classify holdings by asset class, region, sector, strategy, or any custom structure.
- The rebalancing view to compare target and actual allocations and calculate portfolio deltas.
- Update historical prices through built-in providers, Yahoo Finance, JSON, CSV, and other quote sources, with ECB FX rates for foreign-currency accounts.
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 • From $25/yr | Free • From $8/yr |
Free tier | Yes | Yes |
Free trial | — | 14 days |
Plan limits | Mobile App (Core): editing: Not supported (read-only as stated on app site) | 8 limits: Free: transactions: 100, Free: portfolios: 1 +6 more |
| Platforms & access | ||
Web app | No | Yes |
Desktop app | Yes | No |
Mobile app | Yes | Yes |
API access | No | No |
Broker sync | No | No |
Integrations | Interactive Brokers (Activity Flex Query import), Google Drive (file sync via OS) +2 more | Google Sheets, Broker statement uploads +17 more |
| Audience & fit | ||
Experience level | Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders | Retail Traders, Pro Retail +2 more |
Categories covered | 5 | 11 |
Regions | — | North America, Europe, APAC, LatAm, Middle East |
| Data & capabilities | ||
Data quality | 3 signals: Latency: End of Day, Granularity: EOD +1 more | 6 signals: Latency: Real-time and End of Day, Granularity: EOD +4 more |
Capabilities | 4 signals: Portfolio attribution, Rebalancing +2 more | 5 signals: Performance attribution, Portfolio attribution +3 more |
Security | Encryption at rest | Encryption at rest |
| Try it | Visit Portfolio Performance | Visit Portseido |
Standout features
The best features of Portfolio Performance and Portseido.ShowHide
Standout features
What Portfolio Performance does best
- Tracking portfolios across accounts and securities accounts with purchases, sales, fees, taxes, dividends, transfers, and full transaction history.
- Metrics for performance with True-Time Weighted Rate of Return, Internal Rate of Return, drawdown, volatility, semivariance, charts, heat maps, and other risk/performance views.
- Taxonomies and allocation charts to classify holdings by asset class, region, sector, strategy, or any custom structure.
- The rebalancing view to compare target and actual allocations and calculate portfolio deltas.
- Update historical prices through built-in providers, Yahoo Finance, JSON, CSV, and other quote sources, with ECB FX rates for foreign-currency accounts.
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 Portfolio Performance and Portseido.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsMutual FundsBondsCryptosCommoditiesOther | StocksETFsCryptosMutual FundsReal EstateOther |
Experience | IntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail Traders | Retail TradersPro RetailLong-term InvestorsDividend Investors |
Regions | Not specified | North AmericaEuropeAPACLatAmMiddle East |
Coverage details | Identifiers: Ticker and ISIN | 31 countriesIdentifiers: Ticker |
| Data | ||
Data freshness | End of Day | Real-timeEnd of Day |
Data granularity | EOD | EOD |
Pricing sources | Not specified | VendorManual |
| Access & integrations | ||
Import methods | CSVManual | CSVManual |
Integrations | Interactive Brokers (Activity Flex Query import)Google Drive (file sync via OS)OneDrive (file sync via OS)iCloud (file sync via OS) | Google SheetsBroker statement uploadsDEGIROTrading 212TD AmeritradeCharles SchwabFidelityInteractive Brokers+11 more |
Export formats | CSVJSONXML | Not specified |
| Plans & trust | ||
Security & compliance | Encryption at rest | Encryption at rest |
Capability signals | Portfolio attributionRebalancingMulti-currencyCost basis: FIFO | Performance attributionPortfolio attributionTax lotsMulti-currencyCost basis: FIFO and LIFO |
Vendor & support | Andreas BuchenCountry: GermanyFounded 2012Support: Email and Forum | 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“Desktop (Open Source)” | Freetransactions: 100 · portfolios: 1 |
| Entry paid plan | $25/yr≈ $2.08/mo“Premium (Mobile Annual)” | $8/yr≈ $8/mo“Plus”transactions: Unlimited · portfolios: 1 · +1 more |
| Top plan | $3/mo“Premium (Mobile Monthly)” | $12/yr≈ $12/mo“Pro”transactions: Unlimited · portfolios: Multiple · +1 more |
| Free trial | — | 14 days |
Questions we keep getting
What's the difference between Portfolio Performance and Portseido?
Portfolio Performance leans toward portfolio, watchlist, and data visualizations, while Portseido puts more weight on portfolio, data visualizations, and performance attribution. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
How much do Portfolio Performance and Portseido cost?
Good news: both Portfolio Performance 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: Portfolio Performance or Portseido?
Portseido is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Should I choose Portfolio Performance or Portseido?
It depends on what you're after. Pick Portfolio Performance if watchlist matter to you; go with Portseido if you'd rather have tax lots / lot optimization and dividends. And if you only need the basics both share, let price decide.
What asset classes do Portfolio Performance and Portseido cover?
Both cover stocks, ETFs, mutual funds, and cryptos. Portfolio Performance also handles bonds and commodities. Portseido adds real estate on top.
Does Portfolio Performance or Portseido have real-time data?
Portseido offers real-time data, which matters if you trade actively. Portfolio Performance 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 Portfolio Performance and Portseido?
Portfolio Performance exports to CSV. Portseido is stingier about getting data out.
Can I track my portfolio with Portfolio Performance or Portseido?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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