Portseido
ActiveOverview
Portseido is a portfolio tracker designed for investors to monitor stocks, ETFs, and cryptocurrencies across over 70 stock exchanges worldwide, with support for displaying values in any currency including THB. Users input trades manually or upload files from brokers, enabling tracking of historical performance, trade analytics, asset allocations, and dividends. It targets investors with global and Thai assets (e.g., SET stocks, InnovestX), offering mobile and web access for performance measurement against benchmarks using metrics like TWR and MWR.
Key Features
- Multi-asset tracking - Supports stocks from 70+ exchanges, 20,000+ ETFs, and cryptocurrencies in one place.
- Portfolio import - Upload trade history files from brokers or input manually.
- Performance metrics - Calculates Simple Return, Time-Weighted Return (TWR), and Money-Weighted Return (MWR) against benchmarks.
- Dividend tracking - Tracks historical dividends and plans future ones automatically.
- Asset allocation - Monitors portfolio allocations, position performance, and average cost over time.
- Multi-portfolio support - Aggregates and switches between multiple portfolios.
- Currency display - Shows portfolio values in any world currency.
- Broker-specific import - Direct import from brokers like InnovestX.
Pricing
| Plan | Price | Includes |
|---|---|---|
| Free Trial | Free for 14 days | Full access to all features, no credit card required. |
| Basic | Not specified | Core portfolio tracking and analytics. |
| Premium | Not specified | Advanced features, unlimited portfolios, and integrations. |
Platforms & Requirements
Available as web app on portseido.com, iOS app (App Store), and Android app (Google Play). Mobile apps provide real-time market data, trade management, and performance tracking on the go. No minimum requirements specified beyond standard iOS/Android compatibility; web version supports desktop and mobile browsers.
Integrations & Ecosystem
- InnovestX direct import
- Broker trade file uploads
- 70+ stock exchanges
- 20,000+ ETFs
- Cryptocurrency feeds
- Custom benchmarks
- Dividend data sources
- Multi-currency conversion
Alternatives
| App | Difference |
|---|---|
| Yahoo Finance | Free web/mobile tracker with basic analytics but less advanced performance metrics like TWR/MWR. |
| Portfolio Visualizer | Web-based with strong backtesting but no mobile app or direct broker imports. |
| Delta | Mobile-focused for crypto/stocks with real-time prices but limited Thai market support. |
| Sharesight | Comprehensive dividend tracking with broker syncs but higher pricing and no crypto focus. |
Reputation
Portseido is used by investors in 160+ countries, including 10,000+ for specific brokers like InnovestX, praised for broad asset coverage and easy setup.48 It stands out for Thai investors tracking SET and global assets in THB.1 No public criticisms noted in available data; perception centers on reliable multi-platform tracking.23
Sources (10)
- https://www.portseido.com/portfolio-tracker/thailand/
- https://apps.apple.com/mx/app/portseido/id6450176076?l=en-GB
- https://play.google.com/store/apps/details?id=com.portseido.app
- https://www.portseido.com
- https://apps.apple.com/cn/app/portseido/id6450176076
- https://www.portseido.com/portfolio-tracker/stock/
- https://www.portseido.com/portfolio-tracker/
- https://www.portseido.com/portfolio-tracker/innovestx/
- https://www.portseido.com/pricing/
- https://support.portseido.com/download-app/