VOL. XCIV, NO. 247

★ FINANCIAL TOOLS & SERVICES DIRECTORY ★

PRICE: 5 CENTS

Thursday, October 30, 2025

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Tool Comparison

Portseido vs Trefis comparison

Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.

Quick takeaways

Portseido adds Portfolio, Dividend, and Risk Metrics (VaR/ES/Drawdown) coverage that Trefis skips.

Trefis includes Valuation Models, Financials, Stock Comparison, Blogs, and Custom Dashboards categories that Portseido omits.

Portseido ships a mobile app. Trefis is web/desktop only.

In depth comparison

Portseido

portseido.com

Editor’s pick Hands-on review

Portfolio and dividend tracker covering global stocks, ETFs, and crypto with both web and mobile apps. Free users can track one portfolio with up to 50 transactions. Paid tiers expand limits, add multiple portfolios, and include a 14-day free trial. Dividends and splits are tracked automatically.

Platforms

WebMobile

Pricing

FreeSubscription

Quick highlights

Global coverage of stocks (70+ exchanges), 20,000+ ETFs, and major cryptocurrencies.
Performance metrics include Money-Weighted Return (MWR) and Time-Weighted Return (TWR), benchmarked and displayed in your base currency.
Risk analysis with beta and drawdown metrics in the Portfolio Analyzer.
Automatic dividend tracking with history, estimates, and a dividend calendar/forecast, plus automatic split adjustments.
Flexible data input: upload broker CSVs, enter transactions manually, or sync from Google Sheets.

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Trefis

trefis.com

Interactive valuation platform where you can build, adjust, and share stock models. It supports a full Excel round-trip (download your scenarios into Excel; upload spreadsheets back into Trefis to auto-generate dashboards). Models can be exported to PDF, Excel, or image. Market data and consensus EPS come from QuoteMedia, with a disclosed 15–20 minute exchange delay. Both free and paid plans are available.

Platforms

Web

Pricing

FreeSubscription

Quick highlights

Interactive “what-if” stock models — adjust forecasts, watch the valuation update in real time, and save or compare multiple scenarios.
Excel round-trip workflow: export models to Excel, make changes locally, then upload again to auto-create interactive dashboards without IT support or templates.
Export reports, charts, and scenarios as PDF, Excel, or image files.
Valuations use a blend of sum-of-the-parts and discounted cash flow, with the platform publishing a proprietary “Trefis Price” per share.
Peer and ratio comparison tools make it easy to benchmark companies against competitors.

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Where they differ

Portseido

Distinct strengths include:

Portfolio Dividend Risk Metrics (VaR/ES/Drawdown)

Global coverage of stocks (70+ exchanges), 20,000+ ETFs, and major cryptocurrencies.
Performance metrics include Money-Weighted Return (MWR) and Time-Weighted Return (TWR), benchmarked and displayed in your base currency.
Risk analysis with beta and drawdown metrics in the Portfolio Analyzer.
Automatic dividend tracking with history, estimates, and a dividend calendar/forecast, plus automatic split adjustments.

Trefis

Distinct strengths include:

Valuation Models Financials Stock Comparison Blogs Custom Dashboards

Interactive “what-if” stock models — adjust forecasts, watch the valuation update in real time, and save or compare multiple scenarios.
Excel round-trip workflow: export models to Excel, make changes locally, then upload again to auto-create interactive dashboards without IT support or templates.
Export reports, charts, and scenarios as PDF, Excel, or image files.
Valuations use a blend of sum-of-the-parts and discounted cash flow, with the platform publishing a proprietary “Trefis Price” per share.

Feature-by-feature breakdown

Attribute	Portseido	Trefis
Categories Which research workflows each platform targets	Shared: Data Visualizations Unique: Portfolio, Dividend, Risk Metrics (VaR/ES/Drawdown)	Shared: Data Visualizations Unique: Valuation Models, Financials, Stock Comparison, Blogs, Custom Dashboards
Asset types Supported asset classes and universes	Stocks, ETFs, Cryptos	Stocks
Experience levels Who each product is built for	Beginner, Intermediate, Advanced	Beginner, Intermediate, Advanced
Platforms Where you can access the product	Web, Mobile	Web
Pricing High-level pricing models	Free, Subscription	Free, Subscription
Key features Core capabilities called out by each vendor	Unique Global coverage of stocks (70+ exchanges), 20,000+ ETFs, and major cryptocurrencies. Performance metrics include Money-Weighted Return (MWR) and Time-Weighted Return (TWR), benchmarked and displayed in your base currency. Risk analysis with beta and drawdown metrics in the Portfolio Analyzer. Automatic dividend tracking with history, estimates, and a dividend calendar/forecast, plus automatic split adjustments. Flexible data input: upload broker CSVs, enter transactions manually, or sync from Google Sheets. Mobile apps for iOS and Android allow real-time tracking of portfolios on the go.	Unique Interactive “what-if” stock models — adjust forecasts, watch the valuation update in real time, and save or compare multiple scenarios. Excel round-trip workflow: export models to Excel, make changes locally, then upload again to auto-create interactive dashboards without IT support or templates. Export reports, charts, and scenarios as PDF, Excel, or image files. Valuations use a blend of sum-of-the-parts and discounted cash flow, with the platform publishing a proprietary “Trefis Price” per share. Peer and ratio comparison tools make it easy to benchmark companies against competitors. Embeddable charts and forecast widgets available for both free and paid users.
Tested Verified by hands-on testing inside Find My Moat	Yes	Not yet
Editor pick Featured inside curated shortlists	Highlighted	Standard listing

Frequently Asked Questions

Which workflows do Portseido and Trefis both support?

Both platforms cover Data Visualizations workflows, so you can research those use cases in either tool before digging into the feature differences below.

Do Portseido and Trefis require subscriptions?

Both Portseido and Trefis keep freemium access with optional paid upgrades, so you can trial each platform before committing.

Which tool has mobile access?

Portseido ships a dedicated mobile experience, while Trefis focuses on web or desktop access.

What unique strengths set the two platforms apart?

Portseido differentiates itself with Global coverage of stocks (70+ exchanges), 20,000+ ETFs, and major cryptocurrencies., Performance metrics include Money-Weighted Return (MWR) and Time-Weighted Return (TWR), benchmarked and displayed in your base currency., and Risk analysis with beta and drawdown metrics in the Portfolio Analyzer., whereas Trefis stands out for Interactive “what-if” stock models — adjust forecasts, watch the valuation update in real time, and save or compare multiple scenarios., Excel round-trip workflow: export models to Excel, make changes locally, then upload again to auto-create interactive dashboards without IT support or templates., and Export reports, charts, and scenarios as PDF, Excel, or image files..

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