Ever get tired of logging into multiple websites and apps to check on how your investment portfolio is doing? Between your stocks, mutual funds, retirement accounts, real estate holdings and everything else, keeping tabs on your total financial picture can feel like a full-time job. Wouldn’t it be great if there was a straightforward solution to track all your investments in one place?
Well, now there is. Portseido is the all-in-one portfolio tracker trusted by investors in over 160 countries. With their mobile app for iOS and Android, you can instantly see how your entire investment portfolio is performing no matter where you are. Stop wasting time toggling between sites and get a clear, up-to-the-minute view of how your financial future is shaping up through the Portseido dashboard. Comprehensive yet easy to understand, Portseido gives you the big picture so you can make the right moves for your money and maximize your return over the long run.
Track All Your Investments in One Place With Portseido
With Portseido, you can finally track all your investments in one convenient place. No more switching between different accounts and platforms to get a complete view of your portfolio.
Customizable Overview
See all your accounts and investments at a glance with Portseido’s customizable overview screen. Select the metrics and charts that matter most to you, whether that’s allocation percentages, returns, Sharpe ratios, or anything else.
Advanced Tools for Savvy Investors
Take your portfolio analysis to the next level with Portseido’s advanced tools. Backtest strategies, analyze risk, compare benchmarks, screen for new opportunities, and more—all from one powerful yet intuitive platform.
With 24/7 access and world-class security, Portseido gives you the flexibility and insights you need to make the most of your investments. Why juggle multiple accounts and platforms when you can have a single source of truth? Consolidate today for free and redefine how you track your portfolio.
Monitor Your Portfolio Performance Anytime, Anywhere
Once you connect all your accounts, Portseido automatically tracks the performance of your stocks, ETFs, mutual funds, bonds, and more. No more jumping between different brokerages and tracking spreadsheets to see how your investments are doing.
Portseido’s customizable dashboards give you an at-a-glance view of your holdings so you can spot winners and losers quickly. Set alerts to notify you of price changes or milestones so you never miss an opportunity.
The Portseido mobile app means you have access to your portfolio 24/7. Check-in on your accounts over breakfast, see how the markets are moving during your commute, or give your portfolio a quick review before bed. Wherever you are, Portseido lets you stay on top of your investments.
Portseido Provides Powerful Portfolio Analytics
With Portseido, you get powerful analytics to gain valuable insights into your investment portfolio.
Performance Tracking
See how your investments are performing over time. Track the total return, capital gains, and income generated from your portfolio. Compare your returns to major market indexes to see if you’re meeting your financial goals.
Allocation Analysis
Know precisely how your money is allocated across asset classes like stocks, bonds, cash, and more. See if your current allocation matches your risk tolerance and investment objectives. Make adjustments as needed to rebalance your portfolio.
Holdings Analysis
Get an overview of your holdings to understand what’s driving your portfolio returns. See how individual stocks, mutual funds, ETFs, and other investments are performing. Identify any holdings that are underperforming so you can make sell or replace decisions.
Dividend Analysis
Track your dividend automatically, know your dividend schedule ahead of time and understand the top contributors to your dividend portfolio easily. See and plan your dividends so they fit with your portfolio and meet your goal.
Reports & Charts
Access customizable reports and charts to visualize your investment data. Choose from line charts, bar charts, pie charts, tables, and heat maps. Generate reports on-demand or schedule recurring reports to review your portfolio performance over time.
With these powerful yet intuitive tools, you’ll gain valuable insight into your investments and make more informed decisions. Portseido provides sophisticated analytics for novice and expert investors alike.
Join Investors Over 160+ Countries Who Trust Portseido for Effortless Portfolio Tracking
Investors in over 160 countries worldwide have discovered the simplicity and convenience of Portseido for effortless investment tracking. As an investor yourself, you want a solution that gives you a bird’s-eye view of your portfolio at any given moment.
With Portseido, you get precisely that. Import data from all your investment accounts, like brokerages, retirement funds, banking, and crypto exchanges, to see your entire portfolio in one place. Our mobile apps for iOS and Android mean you have 24/7 access to check on your investments and see how they’re performing.
Stay on top of the markets and never miss an opportunity with real-time data and alerts. See live updates for stocks, ETFs, mutual funds, bonds, and commodities. Set custom alerts for price targets or percentage changes so you get notified immediately.
Portseido does the hard work of tracking your cost basis, gains and losses across accounts so you have an accurate assessment of your investment performance over time. This “single source of truth” gives you invaluable insights to make better data-driven decisions.
Over 160 countries have joined Portseido for a more innovative, more straightforward way to track investments. Why not you, too? Sign up today and experience portfolio tracking redefined.
Conclusion
After reading this, you’re probably wondering how you’ve been tracking your investments all this time without Portseido. Their innovative portfolio tracker gives you a holistic view of all your accounts in one place, so you have the insights you need to make smarter investment decisions. Investors in over 160 countries can’t be wrong – Portseido is the portfolio tracking redefined. The easy-to-use app lets you see how your investments are performing 24/7 from your phone. If you’re ready to take your portfolio to the next level, sign up for Portseido today. You’ll wonder how you ever managed without it.
