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.

Portseido Alternatives
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Investing in the same stock with other shareholders is more reliable. Share your investment insights with other certified shareholders! All my investments from stocks to coins in one glance. Expected monthly dividends and analysis of all my assets at once! The Rich's backtesting engine allows you to simulate past data before investing. With just one click, you can compare your portfolio with the S&P 500 index.
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getquin Reviews
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Import and track any assets. Real-time analysis of your portfolio and trading. Exchange ideas with other like-minded members of the community. Add and track any asset, including stocks, ETFs and funds, crypto, DeFi investment, real estate, Angel investments, luxury collectibles and art, commodities and more. Use our dividend calendar for tracking cumulative payouts and to see future dividend forecasts. You can also view the growth rate of dividends over time. Find out when you will receive your payments and plan future cash flow. Find the best stocks to fit your dividend portfolio. Get detailed portfolio breakdowns by geography, industry and asset class. Track all the numbers you care about in one dashboard. Visualize your holdings with clear charts and adjust investment strategies based on intelligent data. Join our interactive community and share your ideas with other users. There's always something happening, whether it's polls or stock analyses.
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Snowball Analytics Reviews
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Snowball Analytics is a portfolio track platform that can run detailed reports about your dividends. Snowball Analytics allows you to link your brokerage accounts and receive automatic updates. You can track thousands of stocks, funds, and cryptocurrencies around the globe. This stock tracker supports automatic brokerage connections with more than 1,000 brokers from the US, Europe, UK and Asia. You can track almost any stock, ETF, or Mutual Fund anywhere on the planet. Stock tracker supports all major stock exchanges. It also shows your portfolio performance in 25+ currencies. Snowball Analytics tracker has many tools for analysis and dividend screening Rebalancing, Calculation of the yield on cost and dividend yield Withholding tax custom Dividend rating, Portfolio performance calculation including fees and dividends. Benchmarking, Backtests, Building and testing dividend portfolios, or testing portfolios based on historical data
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Pricing

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

Integrations

No Integrations at this time

Reviews - 3 Verified Reviews

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: Will S.
    Job Title: Financial writer, private investor
    Length of product use: 6-12 Months
    Used How Often?: Daily
    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

    This just solves my portfolio tracking need.

    Date: Jul 22 2024

    Summary: Portseido is an excellent tool to help tracking overall investments and net worth. Very lucid and easy to use. This team really cares to help onboarding.

    Positive: Lots of features. Analytics are rich.
    Website looks great with so much of useful info.
    Did not see any calculation mistake from my personal sheet.
    Request to support my broker CSV and they completed it in a week. Super fast response.

    Negative: So much info sometimes I cannot recall where should I access the menu.
    Android app displays a bit messy chart.

    Read More...
  • Name: Jaide M.
    Job Title: Portfolio Analyst
    Length of product use: Less than 6 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

    Amazing portfolio tracker!

    Date: Jun 04 2024

    Summary: Honestly, Portseido is incredible! Now I can to keep track of all my investments of all my brokerages in this one app. Kudos to the maker

    Positive: - Support multiple brokerages and asset types
    - New mobile app is really beautiful
    - Offer both portfolio performance and dividend tracker in one place
    - Super fast to load

    Negative: - Found an error during the first data sync, but after a few tweaks, I don't see it anymore.
    - A bit difficult to read in dark mode.

    Read More...
  • 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...
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