Tool Comparison
Portseido vs Zenvesto
- Paid from
- $8/mo
- Free plan
- Yes
- Platforms
- Web, Mobile
Best if
- You do a lot of your research from your phone
- You want performance attribution, tax lots / lot optimization, and splits.
- You've outgrown the basics and want pro-level depth
- Paid from
- $7.49/mo
- Free plan
- Yes
- Platforms
- Web
Best if
- You want the cheaper way in: plans start at $7.49/mo instead of $8/mo
- You want watchlist, backtesting, and news.
Pick Portseido if
Portseido
Free • From $8/yr · Web · Mobile
- You do a lot of your research from your phone
- You want performance attribution, tax lots / lot optimization, and splits.
- You've outgrown the basics and want pro-level depth
Pick Zenvesto if
Zenvesto
Free • From $89.88/yr · Web
- You want the cheaper way in: plans start at $7.49/mo instead of $8/mo
- You want watchlist, backtesting, and news.
Skip both if: Neither one clicks with how you research; there are strong third options.
See alternativesOther tools you might like
Outbound links may include affiliate or sponsor codes.
Not set on either one? See the top 50 tools, ranked by user votes, or the deals page for big discounts on popular tools.
Our take
The bottom line
Portseido and Zenvesto cover a lot of the same ground (5 shared categories, including portfolio, data visualizations, and risk metrics), so for the basics you won't go far wrong with either. Portseido includes performance attribution and tax lots / lot optimization, and Zenvesto includes watchlist and backtesting.
What readers say
Portseido
No votes yet. Cast the first one.
Zenvesto
No votes yet. Cast the first one.
Key differences at a glance
- Cheaper paid plan
- Zenvesto$7.49/mo vs $8/mo
- Free trial
- Portseido14 days
- Mobile app
- Portseido
- Global coverage
- Portseido
- Asset coverage
- PortseidoAdds mutual funds and real estate
- 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 Zenvesto does best
- Tracking stocks, ETFs, crypto, cash, and benchmarks in a web dashboard with holdings, performance, dividends, news, analyst context, allocation, and top gainers or losers.
- Verified NYSE and Nasdaq coverage for U.S. stocks while treating broader global-exchange marketing claims conservatively.
- Metrics for performance with MWR, TWR, simple return, monthly performance breakdowns, portfolio analysis, and portfolio performance reports.
- Comparison tools for portfolios against major benchmarks such as S&P, Nasdaq, and Dow.
- Portfolio Health Score, risk views, sector allocation, asset allocation, key analysis, and rebalancing alerts where plan access allows.
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 $89.88/yr |
Free tier | Yes | Yes |
Free trial | 14 days | — |
Plan limits | 8 limits: Free: transactions: 100, Free: portfolios: 1 +6 more | 42 limits: Free: portfolios: 1, Free: holdings per portfolio: 5 +40 more |
| Platforms & access | ||
Web app | Yes | Yes |
Mobile app | Yes | No |
API access | No | No |
Broker sync | No | No |
Integrations | Google Sheets, Broker statement uploads +17 more | Google Sign-In |
| Audience & fit | ||
Experience level | Beginner, Intermediate, Advanced | Beginner, Intermediate |
Best for | Retail Traders, Pro Retail +2 more | Retail Traders, Pro Retail +5 more |
Categories covered | 11 | 13 |
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 | Latency: Real-time and 15-min Delayed |
Capabilities | 5 signals: Performance attribution, Portfolio attribution +3 more | 4 signals: Performance attribution, Portfolio attribution +2 more |
Security | Encryption at rest | Encryption at rest and Encryption in transit |
| Try it | Visit Portseido | Visit Zenvesto |
Standout features
The best features of Portseido and Zenvesto.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 Zenvesto does best
- Tracking stocks, ETFs, crypto, cash, and benchmarks in a web dashboard with holdings, performance, dividends, news, analyst context, allocation, and top gainers or losers.
- Verified NYSE and Nasdaq coverage for U.S. stocks while treating broader global-exchange marketing claims conservatively.
- Metrics for performance with MWR, TWR, simple return, monthly performance breakdowns, portfolio analysis, and portfolio performance reports.
- Comparison tools for portfolios against major benchmarks such as S&P, Nasdaq, and Dow.
- Portfolio Health Score, risk views, sector allocation, asset allocation, key analysis, and rebalancing alerts where plan access allows.
All details
Every attribute we track for Portseido and Zenvesto.ShowHide
All details
| Attribute | ||
|---|---|---|
| Coverage & fit | ||
Asset types | StocksETFsCryptosMutual FundsReal EstateOther | StocksETFsCryptosOther |
Experience | BeginnerIntermediateAdvanced | BeginnerIntermediate |
Target audience | Retail TradersPro RetailLong-term InvestorsDividend Investors | Retail TradersPro RetailLong-term InvestorsIndex/Passive InvestorsDividend InvestorsSwing TradersStudents/Researchers |
Regions | North AmericaEuropeAPACLatAmMiddle East | North America |
Coverage details | 31 countriesIdentifiers: Ticker | Countries: USExchanges: NYSE and NASDAQIdentifiers: Ticker |
| Data | ||
Data freshness | Real-timeEnd of Day | Real-time15-min Delayed |
Data granularity | EOD | Not specified |
Pricing sources | VendorManual | Not specified |
| Access & integrations | ||
Import methods | CSVManual | CSVManual |
Integrations | Google SheetsBroker statement uploadsDEGIROTrading 212TD AmeritradeCharles SchwabFidelityInteractive Brokers+11 more | Google Sign-In |
| Plans & trust | ||
Security & compliance | Encryption at rest | Encryption at restEncryption in transit |
Capability signals | Performance attributionPortfolio attributionTax lotsMulti-currencyCost basis: FIFO and LIFO | Performance attributionPortfolio attributionRebalancingAI summaries: News |
Vendor & support | Portseido Co., Ltd.Country: ThailandFounded 2021Support: Email | ZenvestoCountry: CanadaFounded 2024Support: 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 | Freeportfolios: 1 · holdings per portfolio: 5 · +4 more |
| Entry paid plan | $8/yr≈ $8/mo“Plus”transactions: Unlimited · portfolios: 1 · +1 more | $89.88/yr≈ $7.49/mo“Plus Annual”portfolios: 2 · holdings per portfolio: 25 · +4 more |
| Tier 2 | $12/yr≈ $12/mo“Pro”transactions: Unlimited · portfolios: Multiple · +1 more | $8.99/mo“Plus Monthly”portfolios: 2 · holdings per portfolio: 25 · +4 more |
| Tier 3 | — | $149.88/yr≈ $12.49/mo“Investor Annual”portfolios: 5 · holdings per portfolio: 50 · +4 more |
| Tier 4 | — | $14.99/mo“Investor Monthly”portfolios: 5 · holdings per portfolio: 50 · +4 more |
| Tier 5 | — | $249.84/yr≈ $20.82/mo“Expert Annual”portfolios: Unlimited · holdings per portfolio: Unlimited · +4 more |
| Top plan | — | $24.99/mo“Expert Monthly”portfolios: Unlimited · holdings per portfolio: Unlimited · +4 more |
| Free trial | 14 days | — |
Alternatives
Free alternatives
Questions we keep getting
What's the difference between Portseido and Zenvesto?
Portseido leans toward portfolio, data visualizations, and performance attribution, while Zenvesto puts more weight on portfolio, watchlist, and data visualizations. They overlap in 5 categories, so for most people it comes down to workflow preference and price.
How much do Portseido and Zenvesto cost?
Good news: both Portseido and Zenvesto have free plans, so you can run them side by side and only pay if you hit a wall.
Which is better for beginners: Portseido or Zenvesto?
Honestly, neither is aimed at beginners. Expect a learning curve either way; that's the trade-off for the depth they offer.
Can I use Portseido or Zenvesto on my phone?
Portseido lists a dedicated mobile app, so it travels better. Zenvesto doesn't list a dedicated mobile app; its documented access is web.
Should I choose Portseido or Zenvesto?
It depends on what you're after. Pick Portseido if performance attribution and tax lots / lot optimization matter to you; go with Zenvesto if you'd rather have watchlist and backtesting. And if you only need the basics both share, let price decide.
What asset classes do Portseido and Zenvesto cover?
Both cover stocks, ETFs, cryptos, and other. Portseido also handles mutual funds and real estate.
Do Portseido and Zenvesto offer real-time data?
Yes, both serve real-time market data, so either works when timing matters.
Which covers international markets: Portseido or Zenvesto?
Portseido has documented international coverage (North America, Europe, APAC, LatAm, and more), so it's the safer bet if you hold non-US stocks. Zenvesto is more region-specific, mainly North America.
Are Portseido and Zenvesto good for long-term investing?
Yes, both are aimed squarely at long-term investors. Compare their coverage, workflow, and price before assuming they solve the same long-term research job.
Can I track my portfolio with Portseido or Zenvesto?
Yes, both do portfolio tracking: holdings, performance, and allocation in one place.
Keep researching
Other tools you might like
Keep Exploring
Feedback
Spot stale pricing, missing features, or a comparison that feels off? Send feedback on the verdict, table, alternatives, or recommendation.
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.