Portseido Description

Portseido, a portfolio tracker, provides rich analytics and visualizations. It includes historical performance, trade analytics and allocations, as well as detailed analytics. It provides access to over 70+ stock exchanges, 20000+ cryptos, and ETFs. This allows international and global investors the ability to view all of their investments in one location.

Our goal is to provide investors with an easy-to use tool that allows them to become better investors.

Pricing

Pricing Starts At:
$8 per month
Free Trial:
Yes

Integrations

No Integrations at this time

Reviews - 1 Verified Review

Total
ease
features
design
support
See More Reviews Write a Review

Company Details

Company:
Portseido
Year Founded:
2021
Headquarters:
Thailand
Website:
www.portseido.com
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Media

Play Video Homepage Allocation Dividends
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Product Details

Platforms
SaaS
iPhone
Android
Type of Training
Documentation
Customer Support
24/7 Live Support
Online

Portseido Features and Options

Stock Portfolio Management Software

Billing & Invoicing
Client Management
Data Warehousing
For Investment Advisors
For Traders
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Tax Management
Technical Analysis
Wash Sale Detection

Portseido User Reviews

Write a Review
  • Name: Bob R.
    Job Title: Individual Investor
    Length of product use: 6-12 Months
    Used How Often?: Weekly
    Role: User
    Organization Size: 1 - 25
    Features
    Design
    Ease
    Pricing
    Support
    Likelihood to Recommend to Others
    1 2 3 4 5 6 7 8 9 10

    Really versatile portfolio tracker

    Date: May 09 2024

    Summary: Found Portseido during my research for a portfolio tracking tool and not regret using this from the start! Lots of features and the team still keep adding them from time to time. App is very handy. Really recommend this!

    Positive: They can track everything I need in one place. Asset performance (my holdings are ETFs, stocks, and small part crypto) are really detailed. Another part I visit frequently is the dividend tracker, which includes a calendar and projection how I will get dividend in the future.

    Negative: Design can be improved for sure! Sometimes I feel like there are too many metrics to see.

    Read More...