Morningstar Portfolio Manager Alternative
Best alternative to Morningstar
Understand your portfolio better
Clean and easy to use interface
Why Portseido might be the best Morningstar alternative for you to track your portfolio?
Portfolio Tracker with Clean Interface
With Portseido, you can track your investment portfolios just like in Morningstar, but with more powerful analytics, easy to use interface and better experience seeing any information within a glance.
More In-depth Performance Measurement
With Portseido Portfolio Performance Tracker, you can track and monitor your investments in Money-weighted return, Time-weighted return and Simple Return on any period you preferred against benchmark of your choices. Plus, visualizations and more performance breakdown that helps you identify the performance driver of your portfolio.
Simple, Yet Powerful Dividend Tracker
With Portseido, your dividend incomes are automatically tracked, aggregated and displayed by transactions and tickers over time. Plus, investors can track their progress and manage their dividend incomes easily through dividend calendar and historical and estimated dividend chart while Morningstar shows you only transactions over time.
Compound Confidently with Goal Tracker
Portseido also helps you keep track of your investment plan with Portseido Financial Goal Tracker. So you can know if you are on the right path to financial success or not.
Meet investors who choose Portseido
Investors all over the world trust Portseido to be their go to investment tracker
Migrate from Morningstar today
Which assets do Portseido support?
Is Portseido available for free?
You can create a free portfolio on Portseido. This will have access to almost all of the functionalities. However, when your number of trades get larger, you will have to upgrade to see the full portfolio. See more on pricing page.
How can I track all my investments?
Simply input the trades you made via our intuitive interface or by uploading a file containing your trade history. Once Portseido has data on your past trades, it’s ready to track and visualize all your portfolios in various aspects, historical performance, trade analytics, allocations and many more. Our goal is to empower you to answer all the questions you have about your own portfolio. Check out our help center on the specifics of how to get set up.
Can I import my trade history from my Brokerage?
Absolutely! Portseido supports file formats from major brokerages - DEGIRO, Trading 212, TD Ameritrade, Charles Schwab, M1 Finance, Fidelity, Freetrade, Interactive Brokers, Hellostake, Questrade, Vanguard, Nabtrade, Zerodha, Selfwealth, Revolut, RBC Direct, XTB, City National Bank, eToro, Webull, E*TRADE, SAXO, JP Morgan Chase, Firstrade, FlowBank, Superhero, Robinhood, Raiz, SoFi, CMC Markets, DriveWealth, Lightyear, TIAA, LHV, Sharesies, LYNX, TradeStation, Merrill Edge, National Bank Direct Brokerage. Don’t see your brokerage on the list? You can send us a request to support your platform! In addition, you can also upload your data from other applications too such as Yahoo Finance, Google Finance and Portfolio Performance app