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What is Portseido?

Portseido is a comprehensive portfolio tracking tool that offers extensive analytics and visual representations of investment data. It features insights into historical performance, trade analysis, and asset allocations, complemented by in-depth analytics capabilities. With access to more than 70 stock exchanges, upwards of 20,000 cryptocurrencies, and various ETFs, it enables both international and global investors to consolidate their investment portfolios in a single platform. By doing so, it empowers users to monitor and manage their investments more effectively. Ultimately, our mission is to equip investors with a user-friendly resource that enhances their investment decision-making skills.

What is EquityStat?

Our investment portfolio tracker streamlines the task of overseeing and assessing your financial assets from a single, accessible platform. EquityStat emerges as a standout, user-friendly application crafted with investors in mind. Its development was driven by individuals who truly understand the challenges faced by investors, stemming from the belief that innovation is born from necessity. We recognized that existing tools for tracking, managing, and analyzing investments often failed to meet user expectations. Many portfolio management solutions offered by brokerage firms were overly complicated, lacking crucial features, and primarily aimed at facilitating stock trades rather than providing a thorough investment analysis. At one point, we relied on a particular Fortune 500 investment portfolio application that suited our needs well; however, it gradually lost several key functions unexpectedly. Moreover, numerous competing applications were limited to Windows operating systems, restricting users to access their investment portfolios only from the computers where the management software was installed. With EquityStat, you can effortlessly access your portfolio from any device, guaranteeing that you remain updated on your investments at any time and from any location. This flexibility ensures that you can make informed financial decisions whenever opportunities arise.

Media

Media

Integrations Supported

Additional information not provided

Integrations Supported

Additional information not provided

API Availability

Has API

API Availability

Has API

Pricing Information

$8 per month
Free Trial Offered?
Free Version

Pricing Information

Pricing not provided.
Free Trial Offered?
Free Version

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Supported Platforms

SaaS
Android
iPhone
iPad
Windows
Mac
On-Prem
Chromebook
Linux

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Customer Service / Support

Standard Support
24 Hour Support
Web-Based Support

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Training Options

Documentation Hub
Webinars
Online Training
On-Site Training

Company Facts

Organization Name

Portseido

Date Founded

2021

Company Location

Thailand

Company Website

www.portseido.com

Company Facts

Organization Name

EquityStat

Date Founded

2014

Company Location

United States

Company Website

www.equitystat.com/portmgr/pages/home.aspx

Categories and Features

Stock Portfolio Management

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

Categories and Features

Stock Portfolio Management

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

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