★ BEST INVESTING TOOLS COMPARISON ★
VOL. XCIV, NO. 247
Source check: TradeLog checked July 22, 2026
Tool Comparison
Portseido vs TradeLog
Start here
Portseido
Free • From $8/yr · Web · Mobile
- You'd rather start free and only pay if you outgrow it
- You want the cheaper way in: plans start at $8/mo instead of $18.25/mo
- Delayed quotes won't cut it; you need real-time data
Pick TradeLog instead if
TradeLog
From $219/yr · Desktop
- You care about wash sale detection and downloadable tax reports, things Portseido doesn't offer
- You trade often and need tooling built for speed
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 TradeLog cover a lot of the same ground (4 shared categories, including portfolio, data visualizations, and tax lots / lot optimization), so for the basics you won't go far wrong with either. Portseido simply does more: 11 categories to TradeLog's 6, including performance attribution, risk metrics, and dividends, plus a mobile app. TradeLog counters by keeping things simpler.
What readers say
Portseido
Vote once to reveal the community verdict.
TradeLog
Vote once to reveal the community verdict.
Key differences at a glance
- Free plan
- Portseido
- Cheaper paid plan
- Portseido$8/mo vs $18.25/mo
- Broader coverage
- Portseido11 vs 6 categories
- Mobile app
- Portseido
- Desktop app
- TradeLog
- Real-time data
- Portseido
See for yourself
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.ShowHide
How they stack up
The side-by-side table: pricing, platforms, data, and coverage at a glance.| Attribute | ||
|---|---|---|
| Pricing & plans | ||
Starting price | Free • From $8/yr | From $219/yr |
Free tier | Yes | No |
Free trial | 14 days | 30 days |
Plan limits | 8 limits: Free: transactions: 50, Free: portfolios: 1 +6 more | 9 limits: 30-Day Free Trial: finalized tax reports: 0, 30-Day Free Trial: duration days: 30 +7 more |
| Platforms & access | ||
Web app | Yes | No |
Desktop app | No | Yes |
Mobile app | Yes | No |
API access | No | No |
Broker sync | No | Yes |
Integrations | Google Sheets, Broker statement uploads +17 more | Supported broker file imports, BrokerConnect for selected brokers +3 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +2 more | Retail Traders, Pro Retail +2 more |
Categories covered | 11 | 6 |
Regions | North America, Europe, APAC, LatAm, Middle East | North America |
| 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: Broker sync, Tax lots +2 more |
Security | Encryption at rest | — |
| Try it | Visit Portseido | Visit TradeLog |
Where each one shines
What Portseido and TradeLog each do best.ShowHide
Where each one shines
What Portseido and TradeLog each do best.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.
- Views for reviewing open, closed, and partially open lots with realized and unrealized gains, annualized return versus benchmark, and FIFO, LIFO, or weighted-average cost basis.
What TradeLog does best
- Maintain one local TradeLog data file per taxpayer and tax year with trade history from multiple brokerage accounts, including IRAs.
- Import actual trade history through supported broker files, selected BrokerConnect connections, Excel-compatible files, or manual entry when the necessary transaction fields are available.
- Identify and adjust wash sales for stocks, options, and short sales across accounts, including IRA wash sales and deferrals carried into the next tax year.
- Generate Form 8949 details for Schedule D after required year-end holdings verification and gross-proceeds reconciliation against broker Forms 1099-B.
- Prepare Form 6781 details for supported Section 1256 contracts and, on Trader or Elite, Form 4797 and Section 481 details for eligible Section 475 mark-to-market traders.
Every detail we compared
Every tracked attribute for Portseido and TradeLog, side by side.ShowHide
Every detail we compared
Every tracked attribute for Portseido and TradeLog, side by side.| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsCryptosMutual FundsReal EstateOther | StocksETFsMutual FundsBondsOptionsFuturesCurrenciesCryptos |
Experience | BeginnerIntermediateAdvanced | IntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsDividend Investors | Retail TradersPro RetailDay TradersSwing Traders |
Regions | North AmericaEuropeAPACLatAmMiddle East | North America |
Coverage details | 31 countriesIdentifiers: Ticker | Countries: USIdentifiers: Ticker |
| Data | ||
Data freshness | Real-timeEnd of Day | Not specified |
Data granularity | EOD | Not specified |
Pricing sources | VendorManual | Not specified |
| Access & integrations | ||
Import methods | CSVManual | CSVBrokerOAuthManual |
Integrations | Google SheetsBroker statement uploadsDEGIROTrading 212TD AmeritradeCharles SchwabFidelityInteractive Brokers+11 more | Supported broker file importsBrokerConnect for selected brokersTurboTaxTaxActH&R Block |
Export formats | Not specified | PDF |
| Plans & trust | ||
Security & compliance | Encryption at rest | Not specified |
Capability signals | Performance attributionPortfolio attributionTax lotsMulti-currencyCost basis: FIFO and LIFO | Broker syncTax lotsWash sale detectionCost basis: FIFO and SpecificLot |
Vendor & support | Portseido Co., Ltd.Country: ThailandFounded 2021Support: Email | Cogenta Computing, Inc.Country: United StatesFounded 1999Support: Email and Phone |
Curation ratings | Methodology 3/5Reliability 4/5UX 4/5 | Not specified |
Green tags are exclusive to that tool in this comparison.
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.ShowHide
What you'll actually pay
Plans, billing, trials, and per-month pricing for both tools.| Tier | ||
|---|---|---|
| Free plan | Freetransactions: 50 · portfolios: 1 | — |
| Entry paid plan | $8/yr≈ $8/mo“Plus”transactions: 200 · portfolios: 1 · +1 more | $219/yr≈ $18.25/mo“Investor”trade records: 1,500 · included file keys: 1 |
| Tier 2 | $12/yr≈ $12/mo“Pro”transactions: Unlimited · portfolios: Multiple · +1 more | $359/yr≈ $29.92/mo“Trader”trade records: 5,000 · included file keys: 1 |
| Top plan | — | $459/yr≈ $38.25/mo“Elite”trade records: More than 5,000 · included file keys: 1 |
| Free trial | 14 days | 30 days |
Questions we keep getting
What's the difference between Portseido and TradeLog?
Portseido leans toward portfolio, data visualizations, and performance attribution, while TradeLog puts more weight on portfolio, data visualizations, and tax lots / lot optimization. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
Is Portseido or TradeLog free to use?
Portseido has a free tier, so you can get started without paying anything. TradeLog is paid-only. If budget matters, start with Portseido and see how far it takes you before opening your wallet.
Which is better for beginners: Portseido or TradeLog?
Portseido is the friendlier place to start; its interface takes less getting used to. Both work fine once you're past the basics.
Can I use Portseido or TradeLog on my phone?
Portseido lists a dedicated mobile app, so it travels better. TradeLog doesn't list a dedicated mobile app; its documented access is desktop.
Should I choose Portseido or TradeLog?
It depends on what you're after. Pick Portseido if performance attribution and risk metrics matter to you; go with TradeLog if you'd rather have wash sale detection and downloadable tax reports. And if you only need the basics both share, let price decide.
What asset classes do Portseido and TradeLog cover?
Both cover stocks, ETFs, cryptos, and mutual funds. Portseido also handles real estate and other. TradeLog adds bonds, options, and futures on top.
Does Portseido or TradeLog have real-time data?
Portseido offers real-time data, which matters if you trade actively. TradeLog 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.
Which covers international markets: Portseido or TradeLog?
Portseido has documented international coverage (North America, Europe, APAC, LatAm, and more), so it's the safer bet if you hold non-US stocks. TradeLog is more region-specific, mainly North America.
Can Portseido or TradeLog connect to my broker?
TradeLog syncs with brokers automatically. With Portseido, you're entering holdings by hand or importing files.
Is Portseido or TradeLog better for day trading?
TradeLog is the one positioned more for active traders. Portseido is the better fit if you care less about fast trading workflows and more about a calmer research process.
Can I track my portfolio with Portseido or TradeLog?
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.