Portseido
Import-based multi-broker tracker with TWR/MWR analytics, dividends and benchmarking.
Portseido is an import-based portfolio tracker for multi-broker investors who want clean analytics without linking accounts. There are no broker API connections — you add trades manually, by CSV or from Google Sheets — and it covers stocks, ETFs, crypto and custom assets across 70+ exchanges in any currency. Its strength is performance: time-weighted and money-weighted returns, risk metrics and benchmark comparison, plus dividend tracking with a forward calendar. The free tier is capped by number of trades.
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
Multi-broker investors who prefer to import rather than link accounts and want solid TWR/MWR analytics and dividend tracking at a low price.
Strengths
- Pure import (CSV, Google Sheets, manual) — no account linking
- Both time-weighted and money-weighted returns, plus risk metrics
- Dividend tracking with a forward calendar
- Benchmark comparison and native iOS/Android apps
- Free tier for smaller portfolios
Trade-offs
- No automatic broker sync — everything is imported
- No tax reports, AI or rebalancing
- Free tier is capped by trade count
- English-only
Portseido vs PortfolioGlance
Portseido and PortfolioGlance agree on one thing — no account linking. Portseido leans into precise TWR/MWR performance and dividend analytics for multi-broker investors; PortfolioGlance adds a free AI-first layer (analysis, health score, goal projection) and multi-asset coverage beyond listed securities, with no trade-count cap.
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This overview is editorial and for information only — not financial advice or an endorsement. Features and pricing may have changed since publication; check the official site for the latest details.