Portseido Reviews and details

Social recommendations and mentions

• How to keep track of investments?

  I use portseido.com. I have multiple investment accounts and it helps keep track of them all. Source: about 1 year ago

• Tools to manually tack my investments and get stats such as Weighted Average Stock Price?

  I use portseido.com. It also visualizes average cost over time too. Source: about 1 year ago

• What’s your favourite way to track and visualize your investments?

  I use portseido.com to track my investments (mainly stocks). It supports a file upload from Questrade. Source: about 1 year ago

• Is there an App you can use to manage all your finances and keep track of what you have?

  Try portseido.com. I use it to track all my investments. Source: about 1 year ago

• Why the F cant trading platforms provide a more realistic option for portfolio performance tracker as opposed to me creating xl sheets

  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

• Tracking all accounts in 1 place

  I use portseido.com. I have two investment accounts tracking on it. Source: over 1 year ago

• Tracking total returns including dividends not reinvested

  Try portseido.com, it computes total portfolio return correctly whether you re-invest or not and has monthly, quarterly performance report as well where it spells out return from dividend, unrealized gain etc.. It also has as a nice dividend tracking feature (calendar, projected div, yield on cost etc.). Source: over 1 year ago

• What tools do you use to track your portfolio?

  I use portseido.com. The dividend view and allocation view are really useful. Source: over 1 year ago

• Summary statistics in brokerage accounts

  Check out portseido.com, it offers lots of analytics (profit/loss-breakdown), visualization (graph) of your port/holding and has performance calculation in each month/quarterly/year etc. Source: over 1 year ago

• How are you tracking your investment?

  I use portseido.com. I can see clearly where my gains / losses came from (though it's mainly losses). Source: over 1 year ago

• How do you keep track of all your investments?

  I use portseido.com. It covers all my holdings, and it tracks and compares my performance against benchmarks of my choice. Source: over 1 year ago

• Brokerage with best graphs

  Check out portseido.com, it did just that; computing correct performance taking into account cash deposited/withdrawn. It also has a nice "what-if" calculation; what-if you put all in cash or what if you put all in your specified index etc. It also has many other nice graphs/visualizations. Source: over 1 year ago

• Personal Investments tracker with automated daily net worth graphing and live updates using Google Sheets

  Check out portseido.com, can connect to your gsheet to get deeper analytics/performance measurement/dividend/visualization. It's quite cheap as well. Source: over 1 year ago

• What app is this? I've tried every dividend tracking app I saw here and created a comparison table (lots of text and pics)

  Try portseido.com, it also has nice dividend-related features and also other analytics/visualization on portfolio. Source: over 1 year ago

• Portfolio tracking apps

  Try portseido.com. It's free up to 50 transactions. I have a few portfolios too. Source: over 1 year ago

• good and free dividends tracker app?

  Check out portseido.com, they support both Degiro and Trading 212 for exporting trades, so it's quite convenient. They have a nice dividend page with projected dividends, a calendar, analytics etc. Source: over 1 year ago

• Is there a way to make a mock ETF to track it's progress?

  Try portseido.com. It's a portfolio tracker, but it should solve your problem. It helps benchmark the performance to various indices and etfs too. Source: over 1 year ago

• Feature Request: Upcoming Dividend Tracker

  Try portseido.com, it has an upcoming-dividends feature. You can easily export transactions from M1 to the platform. Source: over 1 year ago

• Portfolio trackers to track support European stocks, currencies?

  Try portseido.com. I think it meets 3 out of 4 requirements of yours (no rebalancing tool). Source: over 1 year ago

• Stock Tracker w/ my own inputs (help please)

  Try portseido.com. It does just that, comparing my portfolio with various benchmarks. Source: over 1 year ago

• How to keep all your crypto under control?

  Try portseido.com, it offers rich analytics and visualization and performance/PnL calculation. Source: over 1 year ago