Overview

About Portseido

Portseido is a portfolio tracker that provides rich analytics and visualizations of your portfolio, providing historical performance, trade analytics, allocations and many more. It covers over 70+ stock exchanges, 20000+ ETFs and cryptos, allowing international and global investors to view all their investments in one place.

Our goal is to equip investors with an easy-to-use tool that empowers them to become better investors.

At a glance

Software information

Industries served, licensing and the support Portseido provides.

Industries

Financial-services
Investment-management

Licensing

Proprietary
Monthly Payment
Annual Subscription
Free trial
Free version

Support

Email
Live Chat
Phone
24x7 Support

Training

Documentation

Knowledge Base

Languages (1)

English

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Capabilities

Portseido features

The full feature set, grouped by module.

Investment Management Software

Asset Management
Benchmarking
Fund Management
Investment Tracking
Performance Metrics
Portfolio Management
Reporting
Risk Management

Stock Portfolio Management Software

Billing & Invoicing
Client Management
Data Warehousing
Order Management
Portfolio Accounting
Portfolio Rebalancing
Risk Management
Stock Alerts
Tax Management
Technical Analysis
Watchlists

Plans

Portseido pricing

Free Version

Yes

Payment Frequency

Monthly Payment, Annual Subscription

Preferred Currency

USD ($)

Free Trial

available Days

Get Free Trial Vendor pricing page

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