“I have a portfolio with diversification across countries, currency, broker firms and liquid / locked in retirement funds. I was managing all the positions, loss/gain, etc on spreadsheet, which was a tedious work and computing the progress across months or quarters was cumbersome. Tracking it with Indices was not possible at all.
I tried several offline (Apple Store) and online portfolio management tools to check if my investements in Unit Trusts/Mutual Funds in India, Singapore and ETFs in the UK/US markets can all be at one place and give me a view in the invested currency as well as in a base currency.
Not only did Portseido meet all the unique requirements, but I found their support extremely fast & comprehensive, when I could not find my fund's ticker or currency options. Besides the excellent support, features such as what if not invested, Goal Tracker, Trade Analysis, portfolio mix, etc gives a lot of insights in making adjustments/modifications to my investments.
The 4 options for adding transations through the web interface, Google Sheets, CSV/XML from certain Broker Firms and Portseido's template make it convenient for most individual investors to upload their transactions to the tool.
A few additional features that I would like to have are Portfolio Grouping (retirement, semi-liquid tax saving, wealth creation, etc), showing Portfolio Value in 2 or 3 currencies at the Home Dashboard, ability to see Fund Name also instead of only the tickers, ability to add transactions from the Home Page of each portfolio, etc would make the Portseido more compelling and significantly widening the gap from other competing online portfolio management tools.”
“I really like the updated app. Simple and clean interface and useful analytics to track performance of my portfolio anywhere. Hats off to the team making this!”
“I've been using Portseido to effectively track my investments for over a year. During that time I only had two issues wich were promply solved by the support team. I highly recommend it.”
“Since the software which took care of my portfolio administration and analysis stopped its service I had to look for a replacement. My attention was drawn towards Portseido and I wanted to try it, so I asked to import my rather complicated portfolio. This was done promptly and afterwards some importing mistakes were immediately corrected. I was impressed by the rapid and friendly assistance of Portseido and I now am discovering how well this program and its analysis tools are working. I am glad I found Portseido.”
“I am very impressed by the Portseido site and support. The user interface is friendly, portfolios are easily set up and the system handles different currencies effectively. The analysis and visual tools are useful to check health of investments from different perspectives and in a few clicks either by portfolio or rolled up. The range of exchanges, funds and dividend data that is available is broad and infact is the only tracker I have found that covers the full range that I was looking for. Also very impressed by the support team, very responsive and already implemented a few items I enquired about so the whole team appears on it and ready to listen. I am confident Portseido will develop further and quickly with it. Thanks for support so far!”
“Extremely useful application on many dimensions. Easily imported my transactions from Fidelity. Great data visualization. Tracking dividends, and comparing my trades with the market. Highly recommend it, worth every dime.”
“Portseido is a game changer in tracking my investment portfolio and performance compared to the market. The website has a sleek design and user-friendly UI and seamless syncing. I contacted Portseido about the data syncing, and their responsive team promptly addressed my concerns or questions. Strongly recommended!”
“As someone who has tried many portfolio trackers over the years, Portseido is definitely the best one I have come across. What sets it apart is a combination of a clean and simple user interface and the rich analytics and visualizations it offers, allowing me to easily track everything from portfolio value to performance reports with ease. Overall, I highly recommend Portseido to anyone looking for a comprehensive and reliable portfolio tracker that delivers on all fronts.”
“I've been using Portseido for the greatest part of the last 6 months and I'm really satisfied with the product and the team. Napat is always quick to respond, push through updates, fix bugs, and log your product improvement proposals. I even asked him whether it was possible to have a scrip dividend feature and the team swiftly implemented it within days.
I'm really happy with the product overall and would recommend it to anyone. Deep analytics and great UI/UX. Keep up the great work!”
“I spent who knows how many hours researching for a good portfolio tracker that doesn't break the bank. Over the years I tried probably 15. Portseido was the ONLY one that fully met my expectations. Gives me different ways to see my P&L, compares to benchmarks, simple but elegant interface... easy import from my broker. They recently added a very cool feature called "Financial Goal Tracker" that allows you to compare how you are doing against your goals (compounded).
Super happy with the tool.”
“Portsedio is a fantastic tool for portfolio tracking.
It's an easy user interface, adjustable to your needs, and has several tools that you can use to analyse your portfolio”
“Excellent portfolio management tool.
Very well made. Definitely the best to see and compare your performance. Worth every penny.
Love to see someday when possible option to select choice portfolio to be combined under “ALL”.”
“I have been using Portseido for about a year. It is the best platform I have found for cactulating money and time weighted returns.
It has made it much easier for me to see my actual returns and how they compare to various benchmarks.”
“Using two different broker accounts and having securities in multiple currencies makes it difficult to measure and manage correctly the performance of the portfolio. Portseido is a great tool that have simplified my portfolio management process. Also, they have a great customer support with a very kind team that is always available for inquiries.”
“Been using Portseido every week to keep track of my investments. Way better than what my brokerage shows. Love how it compares your performance to a benchmark. Never knew before that I was able to beat the market!”
