Charles Schwab Portfolio Performance Tracker
Easy to import portfolio from Charles Schwab
Measure portfolio performance correctly
Easy To Setup
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.
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.
Visualize your Portfolio Allocation
Track and visualize your Charles Schwab portfolio, so you can understand your portfolio better. Left no question unanswered. Identify what you did right and wrong.
Charles Schwab Dividend Tracker
Track historical dividends from your Charles Schwab portfolio automatically, see forecasted dividend amount and plan for your future incomes.
All In One Charles Schwab Portfolio Tracker
Portseido is your all-in-one portfolio tracking solution for your Charles Schwab portfolio. Easily and accurately asses your investment performance while gaining insights of each trades with minimal efforts.
Meet investors who choose Portseido
Investors all over the world track their investments with Portseido.