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Morningstar Portfolio Manager Alternative

Best alternative to Morningstar

Understand your portfolio better

Clean and easy to use interface

Morningstar alternative

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.

portfolio performance tracker
portfolio performance

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.

portfolio performance

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.

Track your dividend portfolio progress
Portseido investment goal tracker

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.

Portseido investment goal tracker

Easy To Import From Your Brokers

1. Export trades from your broker account.

2. Upload the file.

3. Monitor your performance against a benchmark.

4. Learn from your decisions and become a better investor.

And many more ...

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?

Portseido tracks a wide variety of assets including US, UK, Europe, Canada, Singapore, Australia, Brazil, South Korea and other global stocks from more than 70+ exchanges, 20000+ ETFs, and Cryptocurrencies.

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, Justwealth, Invest Engine, CommSec, Avanza, Nordnet, Moomoo, Tiger Brokers, InnovestX, Bell Direct, Freedom24. 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