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.

Pricing

Price Starts At:
$8 per month
Free Trial Offered?:
Yes

Integrations

No integrations listed.

Screenshots and Video

Company Facts

Company Name:
Portseido
Date Founded:
2021
Company Location:
Thailand
Company Website:
www.portseido.com
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Product Details

Deployment
SaaS
iPhone
Android
Training Options
Documentation Hub
Support
24 Hour Support
Web-Based Support

Product Details

Target Company Sizes
Individual
1-10
11-50
51-200
201-500
501-1000
1001-5000
5001-10000
10001+
Target Organization Types
Mid Size Business
Small Business
Enterprise
Freelance
Nonprofit
Government
Startup
Supported Languages
English

Portseido Categories and Features

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 Customer Reviews

Write a Review
  • Reviewer Name: Will S.
    Position: Financial writer, private investor
    Has used product for: 6-12 Months
    Uses the product: Daily
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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...
  • Reviewer Name: Bob R.
    Position: Individual Investor
    Has used product for: 6-12 Months
    Uses the product: Weekly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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...
  • Reviewer Name: Jaide M.
    Position: Portfolio Analyst
    Has used product for: Less than 6 months
    Uses the product: Weekly
    Org Size (# of Employees): 1 - 25
    Feature Set
    Layout
    Ease Of Use
    Cost
    Customer Service
    Would you 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...
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