Tool Comparison
Portseido vs TipRanks
- 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, dividend tax / ADR withholding, and broker connectors.
- You're a long-term investor who cares more about fundamentals than headlines
- Paid from
- On request
- Free plan
- Yes
- Platforms
- Web, Mobile, API
Best if
- You want an API so you can script or automate things
- You want stock ideas, top analysts, and screeners.
Pick Portseido if
Portseido
Free • From $8/yr · Web · Mobile
- Delayed quotes won't cut it; you need real-time data
- You want tax lots / lot optimization, dividend tax / ADR withholding, and broker connectors.
- You're a long-term investor who cares more about fundamentals than headlines
Pick TipRanks if
TipRanks
Free • Contact for pricing · Web · Mobile · API
- You want an API so you can script or automate things
- You want stock ideas, top analysts, and screeners.
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 TipRanks cover a lot of the same ground (8 shared categories, including portfolio, data visualizations, and performance attribution), so for the basics you won't go far wrong with either. TipRanks simply does more: 37 categories to Portseido's 11, including stock ideas, top analysts, and screeners. Portseido counters by keeping things simpler.
What readers say
Portseido
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TipRanks
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Key differences at a glance
- Real-time data
- Portseido
- Free trial
- Portseido14 days
- Broader coverage
- TipRanks37 vs 11 categories
- API access
- TipRanks
- 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 TipRanks does best
- Research coverage for stocks and ETFs with analyst consensus, price targets, ratings history, dividends, earnings, ownership, financials, statistics, technical analysis, historical prices, charts, and news.
- TipRanks Smart Score to compare stocks through a 1-10 quantitative score built from analyst ratings, insider transactions, blogger opinions, investor sentiment, hedge-fund activity, news sentiment, technicals, and fundamentals.
- Analyst ratings, analyst rankings, expert performance, blogger opinions, hedge-fund signals, corporate insider activity, politician trades, and individual-investor sentiment.
- AI Stock Analysis reports for automated business-model, financial-statement, technical-indicator, sentiment, rating, and price-target context.
- Discovery tools for ideas with stock, ETF, penny-stock, technical-analysis, trending-stock, market-mover, AI Analyst Top Stocks, and best-performing analyst consensus workflows.
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 • Contact for pricing |
Free tier | Yes | Yes |
Free trial | 14 days | — |
Plan limits | 8 limits: Free: transactions: 100, Free: portfolios: 1 +6 more | 17 limits: Free: mcp oauth tool calls per month: 10, Free: mcp api requests per minute: 10 +15 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | Yes |
API access | No | Yes |
Broker sync | No | No |
Integrations | Google Sheets, Broker statement uploads +17 more | MCP, Claude +5 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +2 more | Retail Traders, Pro Retail +3 more |
Categories covered | 11 | 37 |
Regions | North America, Europe, APAC, LatAm, Middle East | — |
| Data & capabilities | ||
Data quality | 6 signals: Latency: Real-time and End of Day, Granularity: EOD +4 more | — |
Capabilities | 5 signals: Performance attribution, Portfolio attribution +3 more | 4 signals: Universe builder, Performance attribution +2 more |
Security | Encryption at rest | — |
| Try it | Visit Portseido | Visit TipRanks |
Standout features
The best features of Portseido and TipRanks.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 TipRanks does best
- Research coverage for stocks and ETFs with analyst consensus, price targets, ratings history, dividends, earnings, ownership, financials, statistics, technical analysis, historical prices, charts, and news.
- TipRanks Smart Score to compare stocks through a 1-10 quantitative score built from analyst ratings, insider transactions, blogger opinions, investor sentiment, hedge-fund activity, news sentiment, technicals, and fundamentals.
- Analyst ratings, analyst rankings, expert performance, blogger opinions, hedge-fund signals, corporate insider activity, politician trades, and individual-investor sentiment.
- AI Stock Analysis reports for automated business-model, financial-statement, technical-indicator, sentiment, rating, and price-target context.
- Discovery tools for ideas with stock, ETF, penny-stock, technical-analysis, trending-stock, market-mover, AI Analyst Top Stocks, and best-performing analyst consensus workflows.
All details
Every attribute we track for Portseido and TipRanks.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsCryptosMutual FundsReal EstateOther | StocksETFsOptionsCryptosCommoditiesCurrencies |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsDividend Investors | Retail TradersPro RetailInstitutional InvestorsAnalystsQuants/Developers |
Regions | North AmericaEuropeAPACLatAmMiddle East | Not specified |
Coverage details | 31 countriesIdentifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-timeEnd of Day | Not specified |
Data granularity | EOD | Not specified |
Pricing sources | VendorManual | Not specified |
| Access & integrations | ||
API protocols | Not specified | REST |
API auth & delivery | Not specified | Auth: APIKey and OAuth2Docs |
Import methods | CSVManual | Not specified |
Integrations | Google SheetsBroker statement uploadsDEGIROTrading 212TD AmeritradeCharles SchwabFidelityInteractive Brokers+11 more | MCPClaudeChatGPTCursorCodexGemini CLIMetaTrader |
Export formats | Not specified | CSV |
| Plans & trust | ||
Security & compliance | Encryption at rest | Not specified |
Capability signals | Performance attributionPortfolio attributionTax lotsMulti-currencyCost basis: FIFO and LIFO | Universe builderPerformance attributionPortfolio attributionAI summaries: News and Transcripts |
Vendor & support | Portseido Co., Ltd.Country: ThailandFounded 2021Support: Email | TipRanksCountry: IsraelSupport: 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 | Freemcp oauth tool calls per month: 10 · mcp api requests per minute: 10 · +1 more |
| Entry paid plan | $8/yr≈ $8/mo“Plus”transactions: Unlimited · portfolios: 1 · +1 more | Subscription“Premium”mcp oauth tool calls per month: 100 · followed stocks: 30 · +3 more |
| Tier 2 | $12/yr≈ $12/mo“Pro”transactions: Unlimited · portfolios: Multiple · +1 more | Subscription“Ultimate”mcp oauth tool calls per month: 200 · portfolios: 6 · +1 more |
| Top plan | — | Subscription“MCP Developer API Keys”smart requests per minute: 30 · smart requests per month: 1,000 · +4 more |
| Custom / enterprise | — | Contact sales“Enterprise / API Suite” |
| Free trial | 14 days | — |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Portseido and TipRanks?
Portseido leans toward portfolio, data visualizations, and performance attribution, while TipRanks puts more weight on stock ideas, top analysts, and screeners. They overlap in 8 categories, so for most people it comes down to workflow preference and price.
How much do Portseido and TipRanks cost?
Good news: both Portseido and TipRanks have free plans, so you can run them side by side and only pay if you hit a wall.
Does Portseido or TipRanks have an API?
TipRanks has an API for programmatic access and custom integrations. Portseido doesn't, so you're working through its interface.
Should I choose Portseido or TipRanks?
It depends on what you're after. Pick Portseido if tax lots / lot optimization and dividend tax / ADR withholding matter to you; go with TipRanks if you'd rather have stock ideas and top analysts. And if you only need the basics both share, let price decide.
What asset classes do Portseido and TipRanks cover?
Both cover stocks, ETFs, and cryptos. Portseido also handles mutual funds, real estate, and other. TipRanks adds options, commodities, and currencies on top.
Does Portseido or TipRanks have real-time data?
Portseido offers real-time data, which matters if you trade actively. TipRanks 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 Portseido and TipRanks?
TipRanks exports to CSV. Portseido is stingier about getting data out.
Which has a better stock screener: Portseido or TipRanks?
TipRanks has a stock screener for surfacing ideas; Portseido doesn't, and focuses its energy elsewhere.
Can I track my portfolio with Portseido or TipRanks?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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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.