Tool Comparison
Portseido vs Tradervue
- Paid from
- $8/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You want the cheaper way in: plans start at $8/mo instead of $29.95/mo
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
- Paid from
- $29.95/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- You want APIs & data feeds.
Start here
Portseido
Free • From $8/yr · Web · Mobile
- You want the cheaper way in: plans start at $8/mo instead of $29.95/mo
- Delayed quotes won't cut it; you need real-time data
- You do a lot of your research from your phone
Pick Tradervue instead if
Tradervue
Free • From $29.95/mo · Web
- You want APIs & data feeds.
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 Tradervue cover a lot of the same ground (4 shared categories, including portfolio, data visualizations, and risk metrics), so for the basics you won't go far wrong with either. Portseido simply does more: 11 categories to Tradervue's 5, including performance attribution, tax lots / lot optimization, and dividends, plus a mobile app. Tradervue counters by keeping things simpler.
What readers say
Portseido
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Tradervue
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Key differences at a glance
- Cheaper paid plan
- Portseido$8/mo vs $29.95/mo
- Free trial
- Portseido14 days
- Broader coverage
- Portseido11 vs 5 categories
- Mobile app
- Portseido
- Real-time data
- Portseido
- Broker sync
- Tradervue
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 Tradervue does best
- Importing and reviewing trades across stocks, ETFs, futures, forex, and options, with options support available on paid tiers.
- CSV or XLSX templates and Broker Sync integrations for daily or near real-time updates from supported brokers.
- Review auto-generated trade charts with entries and exits across multiple timeframes down to one minute.
- TradingView-powered charting, drawing tools, studies, and symbol comparisons on Silver and Gold plans.
- Performance analysis with more than 100 reports, drill-down views, and MFE/MAE metrics on paid plans.
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 $29.95/mo |
Free tier | Yes | Yes |
Free trial | 14 days | — |
Plan limits | 8 limits: Free: transactions: 100, Free: portfolios: 1 +6 more | — |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | No | No |
Broker sync | No | Yes |
Integrations | Google Sheets, Broker statement uploads +17 more | Interactive Brokers, TD Ameritrade / thinkorswim +5 more |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate, Advanced |
Best for | Retail Traders, Pro Retail +2 more | — |
Categories covered | 11 | 5 |
Regions | North America, Europe, APAC, LatAm, Middle East | North America, Europe, APAC |
| Data & capabilities | ||
Data quality | 6 signals: Latency: Real-time and End of Day, Granularity: EOD +4 more | 3 signals: Granularity: Minute and EOD, Adjustments: Splits +1 more |
Capabilities | 5 signals: Performance attribution, Portfolio attribution +3 more | Broker sync |
Security | Encryption at rest | — |
| Try it | Visit Portseido | Visit Tradervue |
Standout features
The best features of Portseido and Tradervue.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 Tradervue does best
- Importing and reviewing trades across stocks, ETFs, futures, forex, and options, with options support available on paid tiers.
- CSV or XLSX templates and Broker Sync integrations for daily or near real-time updates from supported brokers.
- Review auto-generated trade charts with entries and exits across multiple timeframes down to one minute.
- TradingView-powered charting, drawing tools, studies, and symbol comparisons on Silver and Gold plans.
- Performance analysis with more than 100 reports, drill-down views, and MFE/MAE metrics on paid plans.
All details
Every attribute we track for Portseido and Tradervue.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsCryptosMutual FundsReal EstateOther | StocksETFsOptionsFuturesCurrencies |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Target audience | Retail TradersPro RetailLong-term InvestorsDividend Investors | Not specified |
Regions | North AmericaEuropeAPACLatAmMiddle East | North AmericaEuropeAPAC |
Coverage details | 31 countriesIdentifiers: Ticker | Identifiers: Ticker |
| Data | ||
Data freshness | Real-timeEnd of Day | Not specified |
Data granularity | EOD | MinuteEOD |
Pricing sources | VendorManual | Not specified |
| Access & integrations | ||
Import methods | CSVManual | CSVManualBrokerOAuth |
Integrations | Google SheetsBroker statement uploadsDEGIROTrading 212TD AmeritradeCharles SchwabFidelityInteractive Brokers+11 more | Interactive BrokersTD Ameritrade / thinkorswimE*TRADELightspeedRobinhoodDAS Trader ProSterling Trader Pro |
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 | Broker sync |
Vendor & support | Portseido Co., Ltd.Country: ThailandFounded 2021Support: Email | SureSwift Capital, Inc.Support: Email |
Curation ratings | Methodology 3/5Reliability 4/5UX 4/5 | Methodology 4/5Reliability 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 | Freetransactions: 100 · portfolios: 1 | Free |
| Entry paid plan | $8/yr≈ $8/mo“Plus”transactions: Unlimited · portfolios: 1 · +1 more | $29.95/mo“Silver” |
| Top plan | $12/yr≈ $12/mo“Pro”transactions: Unlimited · portfolios: Multiple · +1 more | $49.95/mo“Gold” |
| Free trial | 14 days | — |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Portseido and Tradervue?
Portseido leans toward portfolio, data visualizations, and performance attribution, while Tradervue puts more weight on portfolio, risk metrics, and data visualizations. They overlap in 4 categories, so for most people it comes down to workflow preference and price.
How much do Portseido and Tradervue cost?
Good news: both Portseido and Tradervue have free plans, so you can run them side by side and only pay if you hit a wall.
Can I use Portseido or Tradervue on my phone?
Portseido lists a dedicated mobile app, so it travels better. Tradervue doesn't list a dedicated mobile app; its documented access is web.
Should I choose Portseido or Tradervue?
It depends on what you're after. Pick Portseido if performance attribution and tax lots / lot optimization matter to you; go with Tradervue if you'd rather have APIs & data feeds. And if you only need the basics both share, let price decide.
What asset classes do Portseido and Tradervue cover?
Both cover stocks and ETFs. Portseido also handles cryptos, mutual funds, and real estate. Tradervue adds options, futures, and currencies on top.
Does Portseido or Tradervue have real-time data?
Portseido offers real-time data, which matters if you trade actively. Tradervue 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 Tradervue?
Tradervue exports to CSV. Portseido is stingier about getting data out.
Can Portseido or Tradervue connect to my broker?
Tradervue syncs with brokers automatically. With Portseido, you're entering holdings by hand or importing files.
Can I track my portfolio with Portseido or Tradervue?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
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