Portseido vs Sharesight comparison

Portseido focuses on Portfolio, Dividend, and Data Visualizations while Sharesight specializes in Portfolio, Risk Metrics, and Performance Attribution. They overlap in 3 categories, so choose based on your preferred workflow and pricing.

Good news—both Portseido and Sharesight offer free plans. You can try each platform without commitment and only pay when you need premium features.

Sharesight provides API access for programmatic data retrieval and custom integrations. Portseido doesn't currently offer an API, so you'll need to use their web interface.

Choose Portseido if you need Global coverage of stocks (70+ exchanges), 20,000+ ETFs, and major cryptocurrencies., and Performance metrics include Money-Weighted Return (MWR) and Time-Weighted Return (TWR), benchmarked and displayed in your base currency.. Go with Sharesight if Global multi‑asset portfolio and dividend tracker that automatically tracks price, performance and dividends for 700k+ stocks, ETFs, funds and crypto across 60+ markets, with support for cash accounts and property in one view., and Connects to 200+ brokers and finance apps (including Trading 212, Hargreaves Lansdown and Interactive Brokers) so trades can be imported directly, or via CSV/manual workflows when brokers are unsupported. better fits how you invest.

Both cover Stocks, ETFs, and Cryptos. Sharesight adds coverage for Mutual Funds, Funds, Bonds, Real Estate, and Other.

Portseido offers real-time data feeds, which is essential for active traders. Sharesight uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.

Sharesight supports data exports to CSV, and PDF. Portseido has more limited export options.

Sharesight connects with brokers for portfolio syncing. Portseido requires manual portfolio entry or data import.

Both platforms include portfolio tracking, so you can monitor your holdings, performance, and allocation in one place.