Tool Comparison
Portseido vs Stock Analysis
- Paid from
- $8/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You want performance attribution, tax lots / lot optimization, and dividend tax / ADR withholding.
- Paid from
- $6.58/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You want the cheaper way in: plans start at $6.58/mo instead of $8/mo
- You want stock ideas, screeners, and ETF screeners.
Use code JERA
Pick Portseido if
Portseido
Free • From $8/yr · Web · Mobile
- You want performance attribution, tax lots / lot optimization, and dividend tax / ADR withholding.
Pick Stock Analysis if
Stock Analysis
Free • From $79/yr · Web · Mobile
- You want the cheaper way in: plans start at $6.58/mo instead of $8/mo
- You want stock ideas, screeners, and ETF screeners.
Use code JERA
Skip both if: Neither one clicks with how you research; there are strong third options.
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Our take
The bottom line
Portseido and Stock Analysis cover a lot of the same ground (7 shared categories, including portfolio, data visualizations, and risk metrics), so for the basics you won't go far wrong with either. Stock Analysis simply does more: 32 categories to Portseido's 11, including stock ideas, screeners, and ETF screeners. Portseido counters by keeping things simpler.
What readers say
Portseido
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Stock Analysis
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Key differences at a glance
- Cheaper paid plan
- Stock Analysis$6.58/mo vs $8/mo
- Free trial
- Portseido14 days
- Broader coverage
- Stock Analysis32 vs 11 categories
- Broker sync
- Stock Analysis
- Free plan
- Both
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.
What Stock Analysis does best
- Research coverage for 130,000+ global stocks and funds, including stocks, ETFs, mutual funds, closed-end funds, indexes, IPOs, preferred shares, and other listed symbols.
- Market research entry points: news, press releases, trending stocks, indexes, heatmaps, pre-market movers, after-hours movers, IPO news, and broad market activity pages.
- Screening for ideas with stock, ETF, IPO, and mutual-fund screeners that support country and exchange filters, indicators, watchlist actions, table views, and paid saved-screen workflows.
- Direct access to ticker pages with quote data, company profiles, financial statements, ratios, statistics, business metrics, dividends, price history, charts, news, related symbols, downloadable tables, and data-source context.
- Tracking event-driven research with earnings calendars, IPO calendars, IPO statistics, dividend calendars, listings, delistings, splits, symbol changes, spin-offs, bankruptcies, acquisitions, and historical corporate actions.
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 $8/yr | Free • From $79/yr |
Free tier | Yes | Yes |
Free trial | 14 days | — |
Plan limits | 8 limits: Free: transactions: 100, Free: portfolios: 1 +6 more | 14 limits: Free: ads: Yes, Free: exports: Limited compared with Pro/Unlimited +12 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | No | No |
Broker sync | No | Yes |
Integrations | Google Sheets, Broker statement uploads +17 more | Brokerage account sync, Google Sheets export +3 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +2 more | Retail Traders, Pro Retail +8 more |
Categories covered | 11 | 32 |
Regions | North America, Europe, APAC, LatAm, Middle East | North America, Europe, APAC, LatAm, Middle East, Africa |
| Data & capabilities | ||
Data quality | 6 signals: Latency: Real-time and End of Day, Granularity: EOD +4 more | 6 signals: Latency: Streaming, Real-time, 15-min Delayed, and End of Day, Granularity: Minute and EOD +4 more |
Data partners | — | 10 partners: Fiscal.ai, S&P Global Market Intelligence +8 more |
Capabilities | 5 signals: Performance attribution, Portfolio attribution +3 more | 4 signals: Universe builder, Factors: Value, Quality, Momentum, Growth, and Size +2 more |
Security | Encryption at rest | — |
| Try it | Visit Portseido | Visit Stock Analysis |
Standout features
The best features of Portseido and Stock Analysis.ShowHide
Standout features
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.
What Stock Analysis does best
- Research coverage for 130,000+ global stocks and funds, including stocks, ETFs, mutual funds, closed-end funds, indexes, IPOs, preferred shares, and other listed symbols.
- Market research entry points: news, press releases, trending stocks, indexes, heatmaps, pre-market movers, after-hours movers, IPO news, and broad market activity pages.
- Screening for ideas with stock, ETF, IPO, and mutual-fund screeners that support country and exchange filters, indicators, watchlist actions, table views, and paid saved-screen workflows.
- Direct access to ticker pages with quote data, company profiles, financial statements, ratios, statistics, business metrics, dividends, price history, charts, news, related symbols, downloadable tables, and data-source context.
- Tracking event-driven research with earnings calendars, IPO calendars, IPO statistics, dividend calendars, listings, delistings, splits, symbol changes, spin-offs, bankruptcies, acquisitions, and historical corporate actions.
All details
Every attribute we track for Portseido and Stock Analysis.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsCryptosMutual FundsReal EstateOther | StocksETFsMutual FundsClosed-End FundsFundsOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsDividend Investors | Retail TradersPro RetailLong-term InvestorsValue InvestorsGrowth InvestorsDividend InvestorsIndex/Passive InvestorsSwing Traders+2 more |
Regions | North AmericaEuropeAPACLatAmMiddle East | North AmericaEuropeAPACLatAmMiddle EastAfrica |
Coverage details | 31 countriesIdentifiers: Ticker | Identifiers: Ticker, CIK, ISIN, and CUSIP |
| Data | ||
Data freshness | Real-timeEnd of Day | StreamingReal-time15-min DelayedEnd of Day |
Data granularity | EOD | MinuteEOD |
Pricing sources | VendorManual | ExchangeVendor |
Data partners | Not specified | Fiscal.aiS&P Global Market IntelligenceNasdaq Data LinkFinancial Modeling PrepCboeNasdaq / NYSEBenzingaFinnhub+2 more |
| Access & integrations | ||
Import methods | CSVManual | ManualCSVBrokerOAuth |
Integrations | Google SheetsBroker statement uploadsDEGIROTrading 212TD AmeritradeCharles SchwabFidelityInteractive Brokers+11 more | Brokerage account syncGoogle Sheets exportApple App StoreGoogle PlayPaddle |
Export formats | Not specified | CSVExcel |
| Plans & trust | ||
Security & compliance | Encryption at rest | Not specified |
Capability signals | Performance attributionPortfolio attributionTax lotsMulti-currencyCost basis: FIFO and LIFO | Universe builderFactors: Value, Quality, Momentum, Growth, and SizeBroker syncMulti-currency |
Vendor & support | Portseido Co., Ltd.Country: ThailandFounded 2021Support: Email | Vefir ehf.Country: IcelandFounded 2019Support: Email |
Curation ratings | Methodology 3/5Reliability 4/5UX 4/5 | Not specified |
Green tags are exclusive to that tool in this comparison.
Pricing
Plans, billing, free trials, and monthly prices.ShowHide
Pricing
| Tier | ||
|---|---|---|
| Free plan | Freetransactions: 100 · portfolios: 1 | Freeads: Yes · exports: Limited compared with Pro/Unlimited · +2 more |
| Entry paid plan | $8/yr≈ $8/mo“Plus”transactions: Unlimited · portfolios: 1 · +1 more | $79/yr≈ $6.58/mo“Pro”stocks per watchlist: 100 · active alerts: 100 · +3 more |
| Top plan | $12/yr≈ $12/mo“Pro”transactions: Unlimited · portfolios: Multiple · +1 more | $199/yr≈ $16.58/mo“Unlimited”downloads: Unlimited · stocks per watchlist: Unlimited · +3 more |
| Free trial | 14 days | — |
Free alternatives
Questions we keep getting
What's the difference between Portseido and Stock Analysis?
Portseido leans toward portfolio, data visualizations, and performance attribution, while Stock Analysis puts more weight on stock ideas, screeners, and ETF screeners. They overlap in 7 categories, so for most people it comes down to workflow preference and price.
How much do Portseido and Stock Analysis cost?
Good news: both Portseido and Stock Analysis have free plans, so you can run them side by side and only pay if you hit a wall.
Should I choose Portseido or Stock Analysis?
It depends on what you're after. Pick Portseido if performance attribution and tax lots / lot optimization matter to you; go with Stock Analysis if you'd rather have stock ideas and screeners. And if you only need the basics both share, let price decide.
What asset classes do Portseido and Stock Analysis cover?
Both cover stocks, ETFs, mutual funds, and other. Portseido also handles cryptos and real estate. Stock Analysis adds closed-end funds and funds on top.
Do Portseido and Stock Analysis offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Can I export data from Portseido and Stock Analysis?
Stock Analysis exports to CSV and Excel. Portseido is stingier about getting data out.
Can Portseido or Stock Analysis connect to my broker?
Stock Analysis syncs with brokers automatically. With Portseido, you're entering holdings by hand or importing files.
Are Portseido and Stock Analysis 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.
Which has a better stock screener: Portseido or Stock Analysis?
Stock Analysis has a stock screener for surfacing ideas; Portseido doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Portseido or Stock Analysis?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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