Portseido

What it is

Portseido tracks holdings that are scattered across brokers, countries and currencies. You import a trade history and it reports what the position is worth, what the return actually was — time- weighted and money-weighted, benchmarked against an index of your choice in your own base currency — and how the money is allocated by sector, industry and asset class. Since April 2026 it also breaks each position into purchase lots, with cost basis and holding days per lot under FIFO, LIFO or average.

Dividends get a module rather than a column: automatic detection from imported trades, a forward calendar, projected annual income, yield on cost and year-over-year growth, split out by holding, sector or currency. It is one of four pillars, though — an income investor gets a good dividend view inside a general tracker, not a dividend-first product.

Pricing

Free is one portfolio and 100 transactions in total. Plus at $10 a month lifts the transaction cap and leaves you on a single portfolio; multiple portfolios start at Pro, $15 a month. Annual billing makes those $96 and $144 a year. Fourteen-day trial, no card.

Data & coverage

Stocks, ETFs, mutual funds and crypto, across 60 to 70 exchanges depending on which of the vendor's own pages you read. No options: the vendor's own ticker search returns nothing for a contract symbol and the import format has no field for one. Custom assets cover real estate, vehicles and collectibles, but you assign the ticker and type in every price yourself — there is no feed behind them. Each portfolio has a base currency with FX gain and loss tracked automatically, and cash can optionally be held in several currencies. Prices refresh daily; this is a valuation screen, not a quote screen.

Integrations

Two live connections — Interactive Brokers and Trading 212 — and file import for the rest of the advertised 100-plus brokers, with export instructions in the help centre for roughly fifty named ones. A Google Sheet can be attached as the transaction source instead. For a statement in an unsupported layout, a PDF or a screenshot, the docs hand you a prompt to run through your own AI assistant and tell you to check the rows it returns.

Limitations

• The free cap is 100 transactions ever, not per month or per year.
• One portfolio until the $15 tier; the $10 tier buys transactions, not portfolios.
• Re-importing is the normal workflow for almost every broker; the vendor suggests monthly.
• No capital-gains tax report for any jurisdiction, no alerts, no news, no public API.
• The marketing pages claim CSV-only and no trading API access, which the help centre's own broker connection pages contradict.

Alternatives

Sharesight if the tax report is the reason you are buying, Snowball Analytics if dividends really are the centre, Kubera for net worth beyond markets, Ghostfolio if you would rather self-host. The rest of the portfolio trackers.