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Charles Schwab Portfolio Performance Tracker

Easy to import portfolio from Charles Schwab

Measure portfolio performance correctly

Understand your portfolio better
Charles Schwab portfolio tracker

All In One Charles Schwab Portfolio Tracker

Trusted by 10,000+ investors over 160+ countries, Portseido is your all-in-one portfolio tracking solution for your Charles Schwab portfolio. Import your portfolio directly from Charles Schwab and accurately assess your investment performance while gaining insights of each trades with minimal efforts.

Charles Schwab logo

Measure your Charles Schwab Portfolio Performance

Measure your true performance using Money-Weighted Return (MWR) and Time-Weighted Return (TWR). Plus, the historical risk measurement and performance benchmarking to see how you are doing side by side with your preferred benchmarks in your own currency.

Charles Schwab portfolio performance
Charles Schwab stock portfolio tracker dashboard app

Manage your Portfolio Allocation

With Portseido Charles Schwab portfolio manager, you can track, visualize and understand your portfolio better. Left no question unanswered. Identify what you did right and wrong.

Charles Schwab stock portfolio tracker dashboard app

Charles Schwab Dividend Tracker

Track historical dividends from your Charles Schwab portfolio automatically, see forecasted dividend amount and plan for your future incomes.

track your dividend from Charles Schwab portfolio

Easy to Import from Charles Schwab

1. Export trades from your Charles Schwab account.

2. Upload the file.

3. Monitor your performance against a benchmark.

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

Meet investors who choose Portseido

Investors all over the world track their investments with Portseido.

Start tracking your Charles Schwab portfolio today