Portseido
Snowball Analytics
Portfolio Performance
Sharesight
Kubera
Capitally
Finary
Beanvest
AllInvestView
Portfolio Performance
Snowball Analytics
Capitally
TradingView
Profit: Portfolio Performance Tracker
Sharesight
Ghostfolio
Trusted by investors in over 160+ countries, Portseido is your best portfolio tracker that helps you track all investments in one place, manage your dividends & more.
Portseido is a powerful portfolio and dividend tracker that provides rich analytics and visualizations of your portfolio, providing historical performance, trade analytics, allocations and many more. Have your investments under control from your mobile device. Track all investments in one place, see past and future dividends, monitor asset allocations, measure and benchmark portfolio performance, and more.
AllInvestView is a web platform that provides useful insights about your investments in a user friendly dashboard.
Here's a quick rundown of AllInvestView features:
AllInvestView: Investment Dashboard 📊
Unified Dashboard 🖥️: See all your investments at a glance! Enjoy user-friendly graphs and metrics like historical charts, annual returns, IRR, daily P&L, and much more. Dive deep with analytics like the efficient frontier and correlation matrix.
Multiple Portfolios 📂: Have multiple strategies? No problem! Create as many portfolios as you need. Experiment with new ideas or track different strategies separately.
Asset Diversity 🌍: Whether it's Bonds, ETFs, Stocks, Cryptocurrencies, or Funds, we've got you covered.
Bond Management 📈: Our advanced bond calculator and tools have got your back! Track individual bonds, portfolio duration, coupon details, and more.
Booking System 🎫: Keep tabs on every transaction! Whether you use our manual system or Automatic CSV import, every detail is at your fingertips.
Dividends & Corporate Actions 💰: Dividends and Corporate Actions like Splits are automatically added. View past and upcoming dividends with visually appealing charts.
Portseido AllInvestViewNo features have been listed yet.
AllInvestView's answer:
Initially I wanted to build my own app to track my own investments, specially I wanted something that helped me with my individual bond investing with detailed metrics alog with my stock performance. Soon the idea become an app where a small group of developers where working full time to make it available to everyone.
AllInvestView's answer:
AllInvestView is straightforward web app designed to help tracking your investments. We’ve been working on this project to create a web platform that can handle many assets and provide useful insights in a user friendly dashboard.
Here's a quick rundown of AllInvestView features:
One Unified Dashboard: All your investments displayed on one simple screen with friendly graphs and metrics to track your performance easily (i.e historical performance chart, annual returns, IRR, daily P&L, allocation by country, industry, asset, broker..., dividend management graphs, advanced analytics such as efficient frontier, correlation matrix, and much more!)
Multiple Portfolios: you can create as many portfolio as strategies you have and track them separately or test new ideas.
Support for Many Assets: Bonds, ETFs, stocks, funds, cryptocurrencies - you name it.
Bond Features: An advanced bond calculator and management tools to help you track individual bonds such as bond ladder graphs, weighted yield to maturity, portfolio duration, coupon tracking, etc.
Booking System: A simple ticketing system that allows to view all details of each transaction at any time. Currently we have a nice manual booking system and Automatic CSV import. We will add automatic connection to brokers next (if feasible).
Automatic Dividends and Corporate Actions: Your dividends and Corporate Actions (e.g Splits) are automatically added to your portfolio and you can easily track them. You can also track your historical and upcoming dividends in nice charts. Nice dividend features are coming next too.
AllInvestView's answer:
AllInvestView stands out by offering support for various asset classes and specialized tools for fixed income and yield tracking. It features an efficient ticketing system, allowing quick access and edits to every transaction details. We also provide advanced tools for optimal asset allocation, including efficient frontier analysis, and plan to offer next support for tax reporting, making financial management easier for our users
AllInvestView's answer:
Python, Javascript, HTML & CSS
Based on our record, Portseido seems to be more popular. It has been mentiond 22 times since March 2021. We are tracking product recommendations and mentions on various public social media platforms and blogs. They can help you identify which product is more popular and what people think of it.
I use portseido.com. I have multiple investment accounts and it helps keep track of them all. Source: about 1 year ago
I use portseido.com. It also visualizes average cost over time too. Source: about 1 year ago
I use portseido.com to track my investments (mainly stocks). It supports a file upload from Questrade. Source: about 1 year ago
Try portseido.com. I use it to track all my investments. Source: about 1 year ago
I guess that's why there are many port-trackers out there. Check out Portseido, should make your life a bit easier. Source: over 1 year ago
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