Portseido
portseido.com
Multi-currency tracker that imports broker CSVs to report time- and money-weighted returns, benchmarks and dividend projections; free to 100 transactions.
What it is
Portseido consolidates holdings from different brokers and currencies into one portfolio and measures how it has actually done. It calculates both time-weighted and money-weighted returns, compares performance with market indices in your base currency, scores individual trades by cost basis and holding period, and breaks allocation down by company, industry, sector and asset class. Dividends and splits are applied automatically, and dividend income is projected forward.
Coverage is broad: more than 150,000 assets, including 20,000+ ETFs and cryptocurrencies, across 60+ exchanges in markets such as the US, UK, Europe, Canada, Singapore, Australia, Brazil and South Korea. Setup is mostly by exporting your trade history as a CSV from one of 100+ supported brokers and uploading it; Portseido parses trades, dividends and fees from the file.
The plans are separated by volume rather than features: every plan includes broker connection, all reports and automatic dividends and splits. Free allows 100 transactions in one portfolio. Plus ($8 a month billed annually) removes the transaction cap; Pro ($12 a month billed annually) also allows multiple portfolios. A 14-day trial of Pro needs no card. There are iOS and Android apps that sync with the web version.
Key features
- TWR and MWR returns
- Time-weighted and money-weighted returns, so you can separate investment skill from the effect of deposits and withdrawals.
- Benchmarking
- Compares your portfolio with market indices, converted into your base currency.
- Dividend projections
- Tracks dividends received and projects future dividend income by holding.
- CSV broker import
- Upload trade history exported from 100+ supported brokers; trades, dividends and fees are parsed automatically.
- Multi-currency
- Holdings in different currencies are consolidated and reported in one base currency.
- Allocation breakdown
- Exposure by company, industry, sector and asset class across all accounts.
Pricing
| Plan | Price | What you get |
|---|---|---|
| Free | $0 | Up to 100 transactions, 1 portfolio, all reports |
| Plus | $8/mo billed annually | Unlimited transactions, 1 portfolio, priority email support |
| Pro | $12/mo billed annually | Unlimited transactions, multiple portfolios, priority email support |
Prices shown are for annual billing, which the site says saves up to 20%; monthly prices were not displayed. The Pro plan has a 14-day free trial with no card required. Plans can be changed or cancelled at any time.
Free option: One portfolio with up to 100 transactions and full access to reports, broker import and automatic dividends and splits. New accounts also get a 14-day Pro trial without a card.
Checked September 25, 2026 on portseido.com. Prices change; confirm on the provider's site before you subscribe.
Strengths
- Shows both time-weighted and money-weighted returns
- Wide international coverage across 60+ exchanges and multiple currencies
- All reports are available on the free plan; paid plans only lift volume limits
- Low annual prices compared with many portfolio trackers
Limitations
- Setup relies mainly on CSV exports from your broker rather than live account linking
- The free plan's 100-transaction cap fills quickly for active traders
- Multiple portfolios need the Pro plan
- Published prices are annual; monthly billing costs more
Good fit for
- Investors with accounts in several countries or currencies
- Dividend investors who want forward income projections
- Investors who want proper TWR and MWR figures instead of a balance view
Look elsewhere if
- Active traders who want a journal with trade tagging and statistics
- Anyone who wants holdings synced live from the broker without exporting files
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Portseido questions
Is Portseido free?
Yes, the free plan allows one portfolio and up to 100 transactions, with all reports included.
How much does Portseido cost?
Plus is $8 a month and Pro $12 a month, both billed annually. Pro adds multiple portfolios.
How do I add my broker to Portseido?
Export your trade history as a CSV from one of the 100+ supported brokers and upload it; Portseido reads trades, dividends and fees from the file.
Does Portseido have a mobile app?
Yes, there are iOS and Android apps that sync with the web version.
Written from Portseido's own website and documentation. All Trading Tools lists and compares tools; it does not recommend trades or give financial advice. Sources: portseido.com, portseido.com/pricing.