Portseido
For investors with several brokers who'd rather import than link accounts. TWR and MWR returns, free plan capped by trades.
Built for people with accounts at several brokers who won't link any of them, Portseido has no broker connection at all, on any plan. Trades come in by hand, from a CSV or from Google Sheets, for stocks, ETFs, crypto, funds and custom assets on 70+ exchanges, in any currency. Where it earns its place is performance: time-weighted and money-weighted returns, beta, Sharpe ratio and drawdown, and benchmarks such as the S&P 500 or MSCI World. The free plan is limited by number of trades, not holdings, so someone who buys every month reaches the limit sooner than a buy-and-hold investor with the same portfolio.
Features at a glance
| Feature | Portseido |
|---|---|
| Pricing | Freemium |
| Tracking & data | |
| Manual entry | Yes |
| CSV / broker import. Import holdings and transactions from broker or exchange CSV files. | Yes |
| Automatic bank/broker sync. Connects to your bank or broker to pull holdings in automatically. | Not supported |
| Multi-asset | Yes |
| Multi-currency | Yes |
| Dividend tracking | Yes |
| Dividend/income forecast. Projects future dividend income and shows an income calendar. | Yes |
| Tax reports | Not supported |
| Analysis & insights | |
| AI portfolio analysis | Not supported |
| AI asset & market analysis. AI commentary on individual holdings and market context, not just the whole portfolio. | Not supported |
| Portfolio health score. A single score rating diversification, concentration and other portfolio-health signals. | Not supported |
| Rebalancing & drift. Shows how far your allocation has drifted from target and how to correct it. | Not supported |
| Goal & time-to-goal | Not supported |
| Custom groupings / tags. Group holdings by your own dimensions (e.g. strategy, theme), not just asset class. | Partial |
| Return method (TWR/MWR). True time-weighted (TWR) and money-weighted (MWR/XIRR) return — not just a simple % change. | Yes |
| Benchmark & alpha. Compare returns against a benchmark, including alpha. | Yes |
| Backtesting & scenarios. Test a portfolio against historical data or run scenario simulations. | Not supported |
| Access & pricing | |
| Free tier | Yes |
| No account linking required. Works without connecting a bank login or aggregator. | Yes |
| Open source | Not supported |
| Self-hostable | Not supported |
| Public API | Not supported |
| Platform & reach | |
| Mobile app | Yes |
| Multi-language | Not supported |
| Community & extras | |
| Public / social portfolios. Share your portfolio publicly and follow other investors. | Not supported |
| AI portfolio roast. A shareable AI roast: a frank critique of a portfolio. | Not supported |
Best for
Buy-and-hold investors with two or three brokers who want accurate returns and don't mind exporting a CSV now and then. If you buy small amounts every week, you'll hit the trade cap on the free plan quickly.
Strengths
- No account linking at all: CSV, Google Sheets or manual entry
- TWR and MWR side by side, with beta, Sharpe ratio and drawdown
- A month-by-month dividend forecast and native iOS and Android apps
Trade-offs
- Every update is a fresh import, nothing syncs on its own
- No tax report on any plan, and no AI or rebalancing
- English only
Portseido vs PortfolioGlance
Portseido has a native phone app and a month-by-month dividend forecast, and we have neither. Otherwise we're close: neither app asks you to link an account, and both measure returns time- and money-weighted. We add rebalancing against your targets, goal projection, and property or deposits next to listed assets. If you hold only listed securities and want your dividends forecast, Portseido covers it.
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Alternatives and rankings
This is our editorial review, not financial advice. Features and prices may have changed since we checked, so see the official site for the latest.