VOL. XCIV, NO. 247
★ BEST INVESTING TOOLS COMPARISON ★
NO ADVICE
Wednesday, February 25, 2026
Tool Comparison
Portseido vs Trefis comparison
Compare pricing, supported platforms, categories, and standout capabilities to decide which tool fits your workflow.
Portseido
portseido.com
At a glance
Tool
Portseido
$8/mo
Starting price
Plans & pricing
Tool
Trefis
—
Starting price
Plans & pricing
Vote sentiment comparison
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Platform details
| Attribute | Portseido | Trefis |
|---|---|---|
Asset types | StocksETFsCryptos | Stocks |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediateAdvanced |
Regions | North AmericaEuropeAPACLatAm | North AmericaEuropeAPAC |
Data freshness | End of DayReal-time | 15-min DelayedEnd of Day |
API access | Not specified | Not specified |
Export formats | Not specified | ExcelPDFImage |
Coverage overlap
Categories covered by Trefis only.
Frequently Asked Questions
What's the difference between Portseido and Trefis?
Portseido focuses on Portfolio, Dividend, and Data Visualizations while Trefis specializes in Valuation Models, Financials, and Data Visualizations. They overlap in 1 categories, so choose based on your preferred workflow and pricing.
How much do Portseido and Trefis cost?
Good news—both Portseido and Trefis offer free plans. You can try each platform without commitment and only pay when you need premium features.
Can I use Portseido or Trefis on my phone?
Portseido has a mobile app so you can check your research on the go. Trefis is web-only, so you'll need a browser to access it from mobile devices.
Should I choose Portseido or Trefis?
Choose Portseido if you need Global coverage of stocks (70+ exchanges), 20,000+ ETFs, and major cryptocurrencies., and Performance metrics include Money-Weighted Return (MWR) and Time-Weighted Return (TWR), benchmarked and displayed in your base currency.. Go with Trefis if Interactive “what-if” stock models - adjust forecasts, watch the valuation update in real time, and save or compare multiple scenarios., and Excel round-trip workflow: export models to Excel, make changes locally, then upload again to auto-create interactive dashboards without IT support or templates. better fits how you invest.
What asset classes do Portseido and Trefis cover?
Both cover Stocks. Portseido also includes ETFs, and Cryptos.
Does Portseido or Trefis have real-time data?
Portseido offers real-time data feeds, which is essential for active traders. Trefis uses delayed or end-of-day data, which works fine for longer-term investors who don't need up-to-the-second quotes.
Can I export data from Portseido and Trefis?
Trefis supports data exports to Excel, PDF, and Image. Portseido has more limited export options.
Can I track my portfolio with Portseido or Trefis?
Portseido offers portfolio tracking features. Trefis is more focused on research and analysis.
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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.